Executive summary

Q1 2025 in a nutshell

Brand management

  • Support in the release of new LongRun slides with Investment Communications and Client Experience teams.

Events

  • Kick-off of Project Fiesta which will introduce a new event management tool in close collaboration with key internal and external stakeholders.
  • First Investment Outlook in Zurich with simultaneous interpreting for guests and our speaker, Kevin Gardiner.
  • Organisation of Salon by Rothschild & Co in Geneva with speaker François-Henri Bennahmias.
  • Dinner with Alexandre de Rothschild with top clients and prospects at the Dolder Grand.
  • Extensive support in the organisation and conduction of the front office offsite in Geneva.

Digital Marketing

  • Completion of the LinkedIn and Google campaign with promising results.
  • In collaboration with WMUK, we are testing the posting of relevant Strategy Blogs from our Investment Strategists as native LinkedIn articles.

Corporate & internal communication

  • Launch of welcome card for new clients in collaboration with the Front Office, Business Development, and Investment Communications teams.
  • Creation of new corporate articles for our website, leveraging event content and other offerings (e.g. pension planning).
  • Kick-off of new corporate headshot project aimed at standardising and harmonising employee photos for internal and external use.
  • Organisation and smooth conduction of R&CoBZ town hall in Zurich and online transmission.
  • Great PR opportunities after release of our R&CoBZ annual report.

What's coming next?

Q2 2025

Client survey: Data collection and analysis phase will commence with our clients.

Sponsorship: Main partner of the Pink Ribbon Charity Golftour, which includes the participation in their three events with our guests.

Big events coming up: Salon by Rothschild & Co in Zurich with speaker Jochen Zeitz and Vernissage of our new curated art exhibition.

Cybersecurity videos: Available in this quarter to raise internal awareness of cybersecurity issues in a fun way.

Pitching Project: Support of phase II of the project (Advisory Thematics, Fixed Income and personalised portfolio construction).

EHL Alliance Ambassador: Conduction of NextGen project with interim feedback sessions.