01 · AT A GLANCE
Family-owned Geneva private bank for international wealth and external asset managers
- FINMA-authorised Swiss bank and securities firm, wholly owned by Edmond de Rothschild Holding S.A.
- Portfolio management, global advice, execution-only trading, custody and securities-backed lending
- Foreign-currency and metal accounts plus an explicitly documented Mastercard debit card
- Swiss e-banking and iOS and Android private-banking apps
- Swiss deposit protection up to CHF 100,000 per client
Not documentedThe bank documents reviewed here state no minimum for opening an account. That does not mean there is none; the bank may state one on request.
Private banking, Institutional
German, English, ES, French, Italian
02 · ACCOUNTS AND PRODUCTS
Documented accounts and products.
Cash and foreign-currency accounts
Cash accounts with support for accounts and credits or debits in foreign currencies. The terms do not publish an exhaustive list of selectable account currencies.
- Segment
- Private banking
Custody account
Open custody for securities, money- and capital-market investments, precious metals and documents, subject to the bank's acceptance rules.
- Segment
- Private banking
Discretionary portfolio management
Portfolio management under a written mandate and agreed investment strategy, with investment decisions delegated to the bank.
- Segment
- Private banking
Global investment advice
Personal recommendations under a written advisory mandate, while the client retains every investment decision.
- Segment
- Private banking
Execution and transmission of orders
Execution or transmission of client instructions without personal recommendations when no management or advisory mandate is in place.
- Segment
- Private banking
Securities-backed investment loan
Cash lending to execute transactions in financial instruments, secured by client assets under the loan contract and the bank's lending policy.
- Segment
- Private banking
Metal account
A book-entry account for precious metals that gives a contractual right to physical delivery under the applicable terms.
- Segment
- Private banking
Mastercard debit card
A Mastercard debit card linked to the client's bank account and eligible for registration in supported third-party mobile-payment wallets.
- Segment
- Private banking
External asset manager custody platform
Custodian-banking, portfolio access, reporting, data exchange and trading support for external asset managers and their clients.
- Segment
- Institutional
Private-market solutions
Access coordinated for external managers across private equity, real estate and infrastructure solutions, subject to product and client eligibility.
- Segment
- Institutional
Mortgage access for external-manager relationships
Swiss external-manager teams can coordinate access to mortgage expertise through the wider Edmond de Rothschild network; terms remain relationship-specific.
- Segment
- Institutional
Wealth planning
Wealth advisory, tax and planning expertise provided through the Swiss private-banking team and coordinated with the client's wider relationship.
- Segment
- Private banking
03 · WHAT IT COSTS
Published pricing.
Edmond de Rothschild does not publish a banking tariff. Figures circulating on comparison sites are not confirmed by the bank, so none are shown here. Under Swiss FinSA and EU MiFID II rules the bank must give you a full costs-and-charges breakdown before a mandate begins — request that document directly.
04 · SERVICES
What the bank offers.
“Not disclosed” means the bank does not state this publicly — it is not a statement that the service is unavailable.
Investment
- Discretionary portfolio managementOffered
- Investment advisoryOffered
- Execution-only tradingOffered
- Custody and safekeepingOffered
- Private markets accessOffered
Banking
- Multi-currency accountsOffered
- Payment cards
- Mastercard debit carddebit
- Foreign exchangeOffered
debitLending
- Lombard lendingOffered
- Mortgages and property financeOffered
Planning
- Wealth and estate planningOffered
Structuring
- Trust and foundation servicesNot disclosed
Digital
- Online bankingOffered
- Mobile app
- iOS
- Android
Card network and platform names are trademarks of their owners. They are shown to record what the bank publishes about its own products, and do not indicate any partnership, endorsement, or affiliation.
05 · SOURCES
Where these figures come from.
Only documents published or supplied by the bank are used. Nothing here is taken from brokers or comparison sites.
Next scheduled review: 31 August 2027. Bank tariffs change frequently — several institutions in this directory revised theirs twice during 2026.