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Schroders Private Bank Private Banking

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					          Schroders Private Bank




Private
Banking
                                                                                                     2–3
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)
under management.
              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.




Flexibility
                                                                    4–5


Tailor-Made




              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.




Stability
                                                              6–7


    Independence




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.
Expertise
            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
            investment funds.


            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.
                                                      8–9


Leading
    Advice
    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
    challenge.
Security
           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
           guarantees.


           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




Dedication
             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.
Partnership




              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.
Schroders Milestones


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.
Comprehensive
Wealth Management
  Advisory services

  Discretionary management

  Loans and financing

  Trust and foundation services

  Art consulting

  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: contact@schroders.ch   E-mail: contact@schroders.ch
www.schroders.ch               www.schroders.ch

				
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