Executive summary

Q2 2024 in a nutshell

  • Events: Catering to more CA needs and requests (Golf, EURO Cup, Family Office)
  • Events Feedback session: Creating more 1:1 sessions with internal colleagues and moving away from digital survey.
  • Business: Opening of Dubai and Hamburg
  • Launch of Mass Mailing: Implemention of new tool with quick adaption and great success
  • Imagery update for wealth insights: Going from static imagery for each series to new images by topic and better quality sourcing
  • Data Analytics: More granular data to track our channels and events guest list
  • Internal comms: Continuation of ExChange & Connect breakfasts & launch of cybersecurity newsletter with the Risk team

Launch of XCampaign

Sent emails

Through XCampaign in Q2

7

Publications

Covering Mosaique Asset Allocation, Monthly Market Summary, Pespectives podcast, Thematic Insights and Fixed Income Views.

70%

Open & preloaded rate

Most opened publications came from Mosaique Asset Allocation and Thematic Insights.

3

Unsubscriptions

2 from Perspective Podcast.

1 from Monthly Fund Performance.

Clicked emails

All clicks among the 7 publications

12%

Avg. click rate

Percentage of unique clicks from delivered emails

22%

Avg. CTR %

Percentage of all clicks from delivered emails.

402

Clicks on links

From the 7 publications.

XCampaign Features

With XCampaign, we have an abundance of data available for our analysis, including:

  • Email deliverability (Total emails sent, delivery rate, bounce rate)
  • Open rate (Unique opens, open rate)
  • Click-through rate (Total clients, Unique clicks)
  • Engagement metrics (heatmaps of clicks on email, link performance)
  • Unsubscribe rates
  • Audience segmentation (location)
  • Technical metrics (mobile vs desktop, client application used eg. Chrome, Yahoo etc.)
  • Email List growth tracker
  • Email performance by languages

With Mail Master 1.0, we could only track the total send out email number .

Number of initiatives

Initiatives by type

What's coming next?

Q3

Advisory brochure: New brochure promoting our Advisory services, which includesd the update on the Partner & Expert profiles.

New slides (Revamped formatting from group level): Creation and update of new slides to cater to our CAs pitch needs in alignment with the new slide style from Group.

Investing with Rothschild & Co: Visual Foleon website available to CAs to showcase our services and investment ideas, currently focusing on LongRun.

Event reporting: Analysis of events' gueslists every 6 months to provide a better overview to Market Heads and improve the measurement of events' success.

R&CO Internal Video: Revamped version of our internal video showcasing our events and important corporate communications in Q1-Q2.

Q4 & beyond

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.

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