Schroder & Co Bank AG
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Schroder & Co Bank AG is among the most highly
regarded private banking boutiques in Switzerland, and we
believe with good reason. We do not follow standardised,
off-the-peg approaches, because we know that only tailored solutions can deliver sustainable success. We also
know what that takes: a combination of the right resources
and a rational, disciplined approach. Throughout its history, stretching back more than 200 years, Schroders has
been guided by five core values in seeking to achieve this.
These values remain at the heart of all that the employees
of Schroders Private Banking do, day in and day out.
Philip Mallinckrodt
Group Head of Schroders Private Banking
THE
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Excellence
High performers do not meet their
targets – they exceed them. That is how
we do business.
Schroder & Co Bank AG
We aim to exceed our clients’
expectations, not least in terms of
adding value through our active
management of their assets.
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We know that the right balance of asset classes is fundamental to good
performance. Diversification by region
Private banking is about more than
and sector is also becoming increas-
meeting short-term personal financial
ingly important.
goals; it is the all-encompassing challenge of matching long-term financial
That is why we follow a disciplined
planning with the demands of an indi-
approach to asset management: our
vidual’s lifestyle. That is the challenge
models and, ultimately, our investment
Schroders has set itself for over 200
strategy are based on thorough eco-
years.
nomic analysis.
Team
work
Team
We have an international network spanning
national boundaries and disciplines. As a result
we can adopt a balanced advisory approach,
drawing equally on the regional and global
outlook.
ork
Team work
Team
work
Schroder & Co Bank AG
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Asset management – Schroders is
a leading global asset management
company.
In Switzerland, Schroder & Co Bank
Our priority is the interests and needs
AG operates in Geneva and Zurich.
of our clients. The independence of
Further Schroders Private Banking of­
our advisory and financial services is
fices are located in Frankfurt, Guernsey,
reflected in the structure of our bank:
London, Madrid, Milan and Singapore.
Schroders has an extremely solid
This strong international network par-
financial base. The founding family has
ticularly benefits our private banking
remained as the majority shareholder
clients, as it means our advice offers
since the bank was founded in 1804.
local, specific knowledge within a global perspective. Our portfolio manag-
This independence has enabled
ers maintain an ongoing dialogue with
Schroders to move with the times
local experts, which helps them as-
throughout its 200-year history and
sess market opportunities. As a result,
develop targeted and forward-looking
we can make our own evaluation of
strategies. Furthermore, our commit-
the market situation and steer clear of
ment to independence is as strong as
fads and pseudo-innovation.
ever.
s
s
s
ssssssssssss
sssssssssss
s
s
s
s
s
s
s
s
s
s
s
ss s s
passion
Schroders does not follow a standardised approach – we
are dedicated to forming our own strategies. Our motivation
in doing so is to be as diverse and multi-faceted as our
clients.
Schroder & Co Bank AG
Advice and expertise – Each
individual has their own distinct
personality, with specific needs,
goals and dreams.
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We keep clients frankly and clearly
informed about all available financial
market instruments, as well as alter-
And each individual changes as they
native products and our numerous
advance through life and embark on
award-winning funds.
new challenges. At Schroders Private
Banking, these individual lifestyle
Schroders Private Banking also has
choices define the advice that we extensive knowledge in asset structur-
offer.
ing (trusts and foundations) for succession planning and in fine art advisory
Clients of Schroders Private Banking
services. In addition, we refer specific
have the highest expectations with
succession planning and taxation is-
regard to quality. Our challenge is to
sues to independent experts to better
constantly exceed these expectations.
support our clients.
created by acting
commitment goes
we
such as discretion
Our commitment goes beyond core values
such
discretion and security
we know that trust can only
commitment
d i s c r e ti o n
goes beyond
that tr u s t
only be created by acting transparently
Our
Integrity
c re ate d b y a c t i n g t r a n s p a re ntl y
tr a n s p a re ntl y
core values such as
beyond core values such
d i s c r e ti o n a n d s e c u r it y
Our commitment goes beyond core values
such as discretion and security. We
know that trust can only be created by
acting transparently.
Schroder & Co Bank AG
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Independence and stability –
Schroders also stands out through
its specialisation in asset manage­
ment: it is not involved in any
investment banking activities.
This focus, combined with our inde-
Our over 200-year history bears elo-
pendence, enables us to apply an
quent testimony to our stability and
open product architecture. We are not
tradition of long-standing relationships
tied to any off-the-shelf solutions, but
built on trust, which can only be cre-
can devise the best solution for each
ated through honest and transparent
individual client through our selection
actions. We continue to act according
of partners and products.
to these principles today.
Innovation
Our thoughts and actions are geared to the future, as we look beyond the requirements of our daily business. We do this by consistently questioning the status quo.
t
i
o
n
Schroder & Co Bank AG
Our services – Wealth management.
Personal advice, continuity and
independence are the cornerstones
of our services.
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from investment decisions to portfolio
administration. Our advice centres on
Product innovation is of the highest
the client’s needs, short and long-term
importance to us. Schroders in-depth
goals and risk profile. These factors
research allows us to continuously
determine the nature and composition
innovate and improve our services.
of the individual portfolios.
Discretionary services
Clients may choose between two
Prudent investment lies at the heart of
mandate types:
creating and preserving wealth. This
Strategic mandates – are well diversi-
requires a great deal of time, experi-
fied portfolios invested across different
ence and expertise. In discretionary
asset classes, regions and currencies.
asset management, Schroders Private
They use an approach best suited for
Banking is responsible for each indi-
the investor with a medium to long-
vidual step in wealth accumulation,
term investment horizon.
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Schroder & Co Bank AG
Advisory services
Private banking is about more than
just managing client assets. It means
providing comprehensive advice,
which includes professional expertise
and empathy. Many Schroders Private
Custody services
Banking clients base their investment
Many of our clients are able and will-
decisions on advice given by their
ing to make their own investment
Active mandates – are unconstrained
private banker. We provide clients
decisions. Schroders Private Banking
portfolio approaches with no minimum
with extensive and comprehensible
manages all the administration
weightings to any asset class. They
in­formation on the entire range of
involved in these investments. That
are absolute-return-oriented, oppor-
Schroders products and services, as
way we ensure rapid implementation
tunistic in nature and call for a medium
well as third-party products analysed
in accordance with the relevant
to long-term investment horizon.
and selected by Schroders.
instructions.
Schroder & Co Bank AG
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Additional services
Art advisory
Trusts, companies and foundations
� Analysis of individual requirements
� Advice on buying and selling of
works of art
and structuring proposals carried
� Logistical support
out by external specialists
� Acting as a representative at auc-
� Establishment and management
by Schroder Trust AG specialists
(Geneva and Zurich)
Lombard loans and guarantees
� Loans and guarantees on the basis
of standard collateral
� Letters of credit
tions and with dealers and galleries
Swiss retirement plan deposits
� Individual pension fund deposits
based on second pillar
Asset consolidation
� Organisation and monitoring of external asset management mandates
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Schroder & Co Bank AG
Schroders at a glance
International & independent
Schroders employs 2600 staff in 25
Those who come to Schroders may
countries worldwide, including over
expect anything but an ordinary bank-
300 analysts and portfolio managers.
ing establishment. Schroders may be
a publicly quoted company that oper-
Tradition
ates globally, but, unlike most of its
Schroders was founded in 1804 and
competitors, it still bears the stamp of
has been listed on the London stock
the family who founded it in 1804 and
exchange since 1959. The Schroder
now focuses on a select few clearly
family and its associated trusts hold
defined business areas.
47% of voting shares.
Core competencies
Steady and solid
Since the sale of its investment bank-
This independence keeps Schroders
ing operation in 2000, Schroders has
free from conflicts of interest. The
focused exclusively on asset manage-
Group does not engage in any form of
ment and private banking.
proprietary trading.
Schroder & Co Bank AG
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Addresses
Schroder & Co Bank AG
Schroder & Co Banque SA
Central 2, 8001 Zurich
8, rue d’Italie, 1204 Geneva
P.O. Box 1820, 8021 Zurich
P.O. Box 3655, 1211 Geneva 3
Telephone +41 (0)44 250 11 11
Telephone +41 (0)22 818 41 11
Fax +41 (0)44 250 13 12
Fax +41 (0)22 818 41 12
www.schroders.ch
contact@schroders.ch
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© 2009
Schroder & Co Bank AG
Image Brochure
Project management:
Schroder & Co Bank AG
Concept:
Peter Bütikofer & Company, Zurich, Switzerland
Design, production:
markenart, Zurich, Switzerland
Photography:
Geri Krischker, Zurich, Switzerland
Works of art by:
Marco Massimo Verzasconi, Cugnasco, TI, Switzerland
Printed by:
Neidhart + Schön Group, Zurich, Switzerland
Bookbinder:
Buchbinderei Burkhardt AG, Mönchaltorf, Switzerland
Schroder & Co Bank AG
Caption:
Page 6/7
Mélisande, 2001, mixed technique on cotton
43 x 32 cm, private property
Photographed at and by courtesy of Isler + Irniger,
Meisterwerkstatt für Geigenbau AG, Zurich,
Switzerland.
Page 10/11
Offerta, 2006, mixed technique on cotton,
35 x 200 cm, private property
Photographed at main railway station in Lucerne,
Switzerland.
Page 14/15
Baudelaire, 2003, mixed technique on canvas,
90 x 79 cm, private property
Photographed at and by courtesy of Aktionshalle
Stanzerei GmbH, Baden, Switzerland.
Page 18/19
Vedetta per le stelle, 2009, mixed technique on
military canvas, 125 x 125 cm
Photographed at Schroders Service Centre Private
Banking, Zurich, Switzerland.
Page 22/23
Weg der Wunder, 2007, mixed technique on canvas,
80 x 80 cm, private property
Photographed at and by courtesy of ETH, Zurich,
Switzerland.
Disclaimer:
This brochure contains only general information on the
services of Schroder & Co Bank AG. There is no legally
relevant information in this brochure.
Schroders offers no guarantee or assurance as to the
relevance, accuracy or completeness of the information
in this brochure.
This brochure is also available in German and French.
The web version is available at: www.schroders.ch