Schroders Private Bank
Wealth Management Since 1804
Schroder & Co Bank AG is one of the leading In 2004, Schroders celebrates its 200th an-
foreign banks in Switzerland. We offer wealthy niversary – including Switzerland where we
private clients all the comprehensive and have been offering our services since 1967.
individual solutions they need to reach their
financial goals. As a subsidiary of Schroders We would like to show you why private banking
plc, a global leader in asset management with at Schroders is so unique. Welcome to the
head office in London and branches in all major world of Schroders Private Bank.
financial markets, we benefit from our parent
company’s know-how, experience and repu-
tation. Our Swiss investment funds are highly
valued by professional and private investors
due to their superior performance.
Schroders focuses exclusively on asset man-
agement, thus avoiding potential conflicts of
interest. For us, independence is not an empty
phrase but a core value. This is also reflected in
our structure: Schroders is very soundly cap-
italised, and the founding family still retains a
controlling interest in Schroders plc, the holding
company. Since its establishment in 1804,
Schroders has grown from a small merchant
bank to one of the leading asset managers
worldwide quoted on the stock-exchange and
with more than CHF 230 billion (Euro 140 billion)
Schroders Private Bank Switzerland is part
of the Schroders Group, the global wealth
management company with CHF 230 billion
under management. This means that we
have the flexibility and independence of a
small investment boutique coupled with the
international resources, experience and
global perspective of our parent company
of 200 years standing. It is this combination
of local presence and global reach that
makes Schroders Private Bank so unique.
Each and every one of us has our own unmis-
takable personality, individual needs, dreams and
goals. As a private bank that is committed to indi-
viduality we go beyond the conventional, because
it takes more than standard financial offerings to
achieve ambitious goals.
At Schroders Private Bank we work to assemble
a range of products and services that suits every
personality – that is as complex, varied and di-
verse as your own personal needs. Our products
have sprung from professional minds and evolved
from experience – a strong combination that will
help you realise your very personal financial ob-
jectives through truly individual solutions.
One key value that has marked our Group’s
200 years history is stability. We realise that
long-term relationships are based on trust,
and trust is built on openness, honesty and
understanding. This has always been our
creed. Discretion and security are equally
valued attributes. In addition, responsibility
is of the utmost importance since our suc-
cess is unthinkable without your success.
By incorporating and embracing these
values we can deliver stability for investors
over the long-term.
At Schroders Private Bank you will miss one thing: conflict
of interests. We focus exclusively on wealth management
and offer neither commercial nor investment banking. Our
approach is tailor-made and flexible, without imposing
standard solutions. Instead, we pursue a policy of open
architecture. And when selecting partners and products,
only the best of breed is good enough for us.
At Schroders Private Bank, individual service
and expertise means that you can expect
more across a comprehensive range of finan-
cial products and services. We would be
happy to advise you on a wide range of finan-
cial market instruments, including alternative
products and our numerous award-winning
Our specialists can also offer professional
support in the areas of wealth structuring
(trusts and foundations), taxes, inheritance
and art advisory. Whenever necessary, our
independent status ensures that we can also
draw on the experience of external specialists
to complement our in-house expertise.
Experienced, well-informed investors make
their own investment decisions but are wise
enough to realise the importance of working
with a reliable partner. With the Schroders
Private Bank you will have the guidance of ex-
perienced professionals who will provide you
with all the support you need for your decision
making. Our advisory team welcomes this
Keeping up with the financial markets takes
time and know-how – we understand that in-
vestors do not always have the time to devote to
following developments in the financial markets.
Professional portfolio management according to
Schroders Private Bank’s values is a solution that
leaves nothing to be desired. We would be happy
to show you how we put together the various
building blocks of a successful investment strat-
egy into an individual, flexible whole. If required,
we also take care of the management of your
assets at a third-party bank. This financial free-
dom encompasses not only portfolio manage-
ment, but also includes the granting of loans and
Our tailor-made solutions are based on the invest-
ment strategy which we define together with our
clients, our independent financial analysis and the
experience of the entire Schroders Group to max-
imise the security of investments.
10 – 11
We dedicate all of our experience to your advant-
age. Our investment decisions are guided by the
investment strategy agreed with you. You are
kept fully informed at all times and retain full
power of disposal over your assets – you decide
on the frequency of contact, being close at hand
is important to us. Our advisors are always
at your disposal and follow the ever changing
trends on the financial markets with a close eye
on your interests. Our reporting complies with
your demands. This dedicated service is round-
ed up by comprehensible and transparent fee
structures. Whether we manage your entire
portfolio or advise you in your investment de-
cisions – we do it all with dedication.
If you also consider private banking to be a
partnership, we should get to know each other.
We do not just act as your private financial as-
sistant but also as your provider of ideas and
information – always working on your behalf for
the attainment of your financial goals.
This means being open and honest but it also
means shaking things up if necessary – after all,
both opportunities and risks must be balanced
and rebalanced. Wealth management has al-
ways been our business and with this in mind,
a partnership with us can ensure we achieve our
common goal of investment success.
1804 Johann Heinrich Schröder from Hamburg became a partner in his brother’s
London based merchant company.
1850s – 1860s J. Henry Schröder & Co. evolved from an anglo-german merchant company
to a renowned merchant bank.
1870 Schroders introduced the Japanese Government’s first foreign loan
to the London Market.
1923 J. Henry Schröder Banking Corporation, known as Schrobanco, was launched
and traded on Wall Street.
1957 The name of J. Henry Schröder & Co. was anglicised and the partnership was
converted into a private company.
1959 Schroders became a quoted public company and was listed on the London
Stock Exchange. Helmut Schroder was Chairman until 1965.
1960s – 1970s Schroders developed a presence in each of the major financial markets of the
world. Subsidiary and associated companies were established to undertake
investment banking activities in Hong Kong, Japan, Singapore, Switzerland
and other Continental European countries.
1962 Schroders merged with Helbert, Wagg & Co., a stock broking firm founded in
1823, which specialised in issues for domestic clients and contributed greatly
to the development of the investment advisory side.
1986 Schroders acquired a 50% interest in Wertheim & Co. Inc., a leading New York
investment bank and securities firm and Schrobanco was sold to the Industrial
Bank of Japan.
1994 Schroders acquired the remaining 50% of Wertheim which it later renamed
Schroder & Co. Inc.
2000 Schroders sold its investment banking business to Salomon Smith Barney.
Asset management and related businesses now comprise the whole of
Schroders plc’s business.
2001 Schroders acquired Beaumont, an absolute return asset management business,
focussing on high net worth individuals, family offices and professional investors.
2004 Schroders plc celebrates 200 years history.
Loans and financing
Trust and foundation services
Custody and execution services
Schroder & Co Bank AG Schroder & Co Banque SA
Central 2 8, rue d’Italie
P.O. Box 1820 P.O. Box 3655
CH-8021 Zurich CH-1211 Geneva 3
Telephone +41 (0)1 250 11 11 Telephone +41 (0)22 310 26 26
Telefax +41 (0)1 250 13 12 Telefax +41 (0)22 311 70 44
E-mail: firstname.lastname@example.org E-mail: email@example.com