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Your wealth is your future.

We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want, whilst channeling capital into sustainable and durable business.

Still largely owned by the Schroder founding family, our independence and expertise have always been the foundation, enabling us to look after the interests of entrepreneurs, professionals and families in Switzerland and across the globe.

Your wealth. Your way.

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LARGE FAMILIES AND FAMILY OFFICES

You are part of a large or a multi-generational family. We help you realize your financial goals across all asset classes, including private equity. We work flexibly with family offices, advisers and individual family members to generate an investment approach that really fits.

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BUSINESS OWNERS AND ENTREPRENEURS

You have generated your wealth through your business interests. Our experience of helping generations of successful wealth creators teaches us that no two entrepreneurs are alike, but many have similar needs.

 

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PRIVATE INDIVIDUALS

Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you and your family achieve your ambitions.

 

 

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A fully open platform providing you with a wide variety of products and services in order to meet your individual requirements.

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Discretionary

Prudent investment lies at the heart of creating and preserving wealth. This requires a great deal of time, experience and expertise. Our discretionary portfolio management centres on the client’s needs, short and long-term goals and risk profile. These factors determine the nature and structure of your individual portfolio.

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Advisory

Wealth Management means more than just managing client assets. It is about providing comprehensive advice, which includes professional expertise and empathy. Many Schroders Wealth Management clients base their investment decisions on advice given by their private banker and/or our investment consultant.

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Sustainability

Spanning social and financial investments, sustainable investing covers a broad range of environmental, social and governance (ESG) topics. For many of our clients, considering ESG issues is becoming fundamental in helping them ensure that their investments shape better outcomes for society.

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DIALOGUE 

Dialogue brings together analysis and insights from our team of investment specialists, as well as topical articles from external contributors.

SERVICE BROCHURE

Those who come to Schroders in Switzerland may expect anything but an ordinary banking establishment. Although Schroders plc, our mother company, is a publicly quoted, globally operating company, unlike most of its competitors, it still bears the stamp of the family who founded it in 1804.

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Contact Schroders Wealth Management

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

Aus Gründen der besseren Lesbarkeit wird auf die gleichzeitige Verwendung der Sprachformen männlich, weiblich und divers (m/w/d) verzichtet. Sämtliche Personenbezeichnungen gelten gleichermassen für alle Geschlechter.

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Herausgegeben von der Schroder & Co Bank AG, beaufsichtigt durch die FINMA, mit Hauptsitz am Central 2, 8001 Zürich und einer Niederlassung in Genf.

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