A Powerful Brand And Personalised Service

Heinz

Please explain what you think makes your firm successful in its chosen field.

It’s a combination of various factors. First, we have a very strong brand and excellent reputation worldwide. Secondly, we offer an extremely personalised service to our clients, with our client advisors looking after only 20 clients on average. And thirdly, we give our clients access to exclusive investment opportunities and an unparalleled global network of investment and M&A experts.

Can you sum up the philosophy that describes your firm the best?

Rothschild & Co is in the hands of the seventh generation of the family today. Independent advice, an entrepreneur's view, and a long-term perspective are deeply rooted in our DNA. What also sets us apart from many competitors is the high proportion of their assets under discretionary mandates with Rothschild & Co, which demonstrates the confidence they have in us. Many clients particularly value our distinctive investment approach, including the opportunity to access to private markets and exclusive venture capital deal flows in Switzerland through our start-up matchmaking team.

What does success look like you – can this be measured in hard numbers, or in qualitative ways, or both?

It’s always a combination of both, numbers, and qualitative aspects. A very good indicator for the latter is the feedback we get from our clients. I can mention two specific situations where this was especially important: During the pandemic our clients really appreciated that as a trusted and reliable partner, we were able to reassure them at a difficult time. Another example was that when markets were falling, close relationships with our clients were invaluable as we could demonstrate our added value to them [through the relative performance of portfolios].

We have been able to attract net new money for the past 11 financial years and increase the number of senior client advisors by 60 per cent in the past five years.

I really like the fact that I get to know many inspiring and successful people through my work. At the end of the day, everything we do is based on mutual trust and we work alongside clients, sitting on the same side of table as them, with their interests always at the heart of everything we do.

What do you most like about the wealth management industry, and what do you like the least and would most like to change?

I really like the fact that I get to know many inspiring and successful people through my work. At the end of the day, everything we do is based on mutual trust and we work alongside clients, sitting on the same side of table as them, with their interests always at the heart of everything we do. Of course, increasing legal and compliance requirements complicate our work and make it more onerous, but they are obviously necessary. We are gradually deploying digital solutions to enhance efficiency and transparency in this area.

How do awards such as this make a difference to your firm and your colleagues?

Such a renowned, independent award voted for by our peers, is the reward for a great deal of hard work by an excellent team.