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Adam Abdellaoui
Of Counsel
Edmond de Rothschild (Suisse) SA - How to Open an Account
Date of last update: 12 January 2026
Rothschild & Co Bank AG is the Swiss wealth management arm of the global Rothschild & Co group, operating from Zurich and Geneva since 1968. With over 200 years of family banking heritage, the bank specializes in private banking, investment advisory, and strategic wealth planning for high-net-worth individuals, entrepreneurs, and family offices worldwide.
Quick summary: Rothschild & Co Bank AG serves affluent families and entrepreneurs through personalized wealth management, discretionary investment mandates, and succession planning. The onboarding process typically takes 2–8 weeks depending on client structure and documentation completeness. Contact: Zollikerstrasse 181, 8034 Zurich, +41 44 384 71 11.
Quick summary: Rothschild & Co Bank AG serves affluent families and entrepreneurs through personalized wealth management, discretionary investment mandates, and succession planning. The onboarding process typically takes 2–8 weeks depending on client structure and documentation completeness. Contact: Zollikerstrasse 181, 8034 Zurich, +41 44 384 71 11.
+41 (44) 5152530
Rothschild & Co Bank AG
Swiss wealth management arm of the global Rothschild & Co group.
Swiss Operations
Since 1968
Zurich & Geneva
Ownership Status
Private
Delisted Oct 2023
Regulation
FINMA
Authorized Swiss Bank
Contact
Zurich
Zollikerstrasse 181
Account Opening Procedure
Step 1
Initial Consultation
Establish financial objectives and assess eligibility against client acceptance criteria. Preliminary profile assessment.
Step 2
Document Submission
Submission of ID, proof of address, and comprehensive Source of Wealth documentation.
Step 3
Compliance Review
Verification by compliance and security teams. Duration: 2–8 weeks depending on structure complexity.
Step 4
Activation
Signing banking services agreement and making initial deposit for full platform access.
Required Documentation
Individual Clients
✓ Valid passport or government-issued ID
✓ Proof of address (utility bill or employer letter dated within 3 months)
✓ Source of Wealth: Tax returns, sale agreements, brokerage statements, inheritance documents
Corporate Clients (Additional)
• Company registration certificates
• Beneficial ownership declarations (Form A / CDB 20)
• Governance structure documentation
Wealth Management Services
Integrated solutions combining traditional Swiss private banking with modern investment capabilities.
Private Banking
Multi-currency accounts, payment services, forex, and portfolio lending. Exclusive service via dedicated relationship managers.
Capital Management
Long-term investment strategy, risk management, succession planning, and alignment with family governance.
Investment Solutions
Proprietary products including Five Arrows private equity funds, structured products, and alternative investments.
Strategic Advisory
Corporate finance for business owners, restructuring, capital raising, and MA advisory (351 transactions in 2024).
Maria Werner
Of Counsel – specialized in corporate law and tax law
info@goldblum.ch
+41 (44) 5152530
Comparison: The Two Banking Groups
Rothschild & Co
Founding
1838 (Paris), Modern group 2003
Headquarters
Paris & London
Specialization
Global Advisory (MA), Wealth Management, Merchant Banking
Structure
Private (Family-controlled via Concordia)
Edmond de Rothschild
Founding
1953 (Geneva)
Headquarters
Geneva, Switzerland
Specialization
Private Banking, Asset Management
Structure
100% Family-owned (Benjamin de Rothschild family)
Historical Milestones
Late 18th Century
Foundation in Frankfurt by Mayer Amschel Rothschild. Expansion to London (1798), Paris (1812), Vienna, and Naples.
2003
Modern group formation: French and British branches merge under David de Rothschild. Initially named Paris Orléans SCA.
2015
Group renamed to Rothschild & Co to align with business trade name.
October 2023
Delisting from Euronext Paris (approx. €3.7 billion transaction). Return to full family control via Concordia holding.
Frequently asked questions
The bank does not publish official minimum thresholds. Onboarding terms are discussed individually based on client profile, investment objectives, and relationship potential. For additional context on Swiss banking requirements, see our Swiss bank account review.
The Group is controlled by the Rothschild family, Partners of the Group and like-minded investors. Following the October 2023 delisting, the group became fully private, with Concordia and allied family investors holding over 60% of capital and voting rights.
The process typically takes 2–4 weeks for individual accounts and 4–8 weeks for corporate accounts after submission of complete documentation. Enhanced due diligence for complex structures or higher-risk jurisdictions may extend timelines.
No. Rothschild & Co is not a retail bank. It focuses exclusively on private banking, wealth management, and investment advisory for high-net-worth clients and institutional investors. The bank does offer Visa cards and portfolio lending as part of its private banking services for qualified clients.
Unlike universal banks such as Goldman Sachs or J.P. Morgan—which operate large trading desks, underwriting divisions, and retail banking units—Rothschild & Co is a specialized advisory firm. Its core strength lies in independent M&A consulting, sovereign debt restructuring, and private wealth management, rather than balance-sheet-intensive operations or proprietary trading.
Rothschild & Co evaluates non-resident applications individually. Remote onboarding may be possible depending on jurisdiction, regulatory requirements, and the completeness of documentation. Enhanced due diligence and in-person meetings may be required for certain client profiles.
The bank offers multi-currency accounts with access to major currencies (CHF, EUR, USD, GBP) and supports SEPA, SWIFT, and other international payment systems for qualified private banking clients.
Rothschild & Co evaluates cryptocurrency-related wealth on a case-by-case basis, requiring comprehensive source of funds documentation, transaction history, and compliance with Swiss AML/KYC standards. Acceptance depends on the transparency and legitimacy of the crypto holdings.
The bank does not publish standardized fee schedules. Fees are determined individually based on the type of mandate (discretionary, advisory, or execution-only), assets under management, and the complexity of services required. Clients should request a detailed fee proposal during the initial consultation.
Swiss deposit insurance (esisuisse) covers up to CHF 100,000 per client per bank in the event of bank insolvency. Rothschild & Co Bank AG participates in the Swiss deposit insurance scheme as a FINMA-regulated bank.
Rothschild & Co Bank AG employs multilingual staff fluent in English, German, French, Italian, and other major languages to serve clients from diverse jurisdictions worldwide.
Yes. The bank provides fiduciary and trustee services for corporate structures, family offices, and foundations, including board representation, compliance oversight, and governance support through its Swiss operations.
Rothschild & Co Bank AG complies with Automatic Exchange of Information (AEoI) protocols, including CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act). The bank reports account information to Swiss tax authorities, which then exchange data with relevant jurisdictions.
Yes. Wealth management services include comprehensive succession planning, estate structuring, and inter-generational wealth transfer strategies, often coordinated with external legal and tax advisors.
Rothschild & Co integrates environmental, social, and governance (ESG) criteria into investment advisory and portfolio management. Clients can access ESG-focused investment products and receive guidance on aligning portfolios with sustainability objectives.
Adam Abdellaoui
Your personal contact
Of Counsel
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