Executive summary

Q1 2024 in a nutshell

  • Strategy: First Group-wide Marketing & Communication Offsite took place in London with guidance from Alexandre de Rothschild; kick-off of Brand strategy and Digital marketing working groups
  • Events: Focus on business-related events with a higher attendance rate than in Q1 2023.
  • LinkedIn: Higher number of impressions and engagement during Q1 than in the whole past year.
  • Internal comms: Continuation of ExChange & Connect breakfasts and increased open rate in comparison to last quarter.
  • Mass Mailing 2.0: Onboarding of the new mailing tool ongoing for reduced CA mailing effort and improved digital client interactions

  • WealthBriefing Awards 2024: Decorated with two awards, including one for best Marketing campaign (wealth planning)
  • Client brand survey: Portfolio client reports were rebranded for a more premium client experience.

Client Brand Survey

participants

115 German-speaking

52 French-speaking

Top 10

of private banks recalled spontaneously in both language regions

44%

attribute Rothschild a (rather) excellent image

7th place in DE-speaking

4th place in the Romandie

20%

find Rothschild (rather) attractive

9th place in DE-speaking

7th place in the Romandie

Number of initiatives

Initiatives by type

What's coming next?

Q2

Mail master 2.0 (XCampaign): Reducing CA mailing effort, better quality of email templates, adding prospects & precise data tracking. Expected go-live in May 2024.

Salon by Rothschild & Co: The second year of our flagship event promises a new round of interesting speakers, including Thomas Zurbuchen and exclusive opportunities for networking with clients and prospects in May.

Marketing brochure: New and improved brochure including family history & link to Switzerland for better pitching to clients & prospects.

Client experience: Mapping out the entire client experience we provide to identify pain points and improve them.

Q3-Q4

Event process tool: Greatly facilitating the event invitation process (guest selection, team head & compliance approval) and guest list management with a single tool interface.

Website relaunch: Relaunching our website with a more complete offering description & premium shell to generate business.