Executive summary

Q2 2025 in a nutshell

Brand Management

Finalisation of client survey:

  1. Define strategy based on the results
  2. Create a communication to each team according to the findings

Next steps: Conduct client interviews (total 15)

Brand Management

Pension solutions slides:

Complete rebuild of the 50+ pension solution slides for improved marketing of the various offering sub-products and modernised visuals

Events

Project Fiesta ongoing

The implementation of on-premise installation has begun and the visual concept implementation is almost complete

Events

Successful series of events

A good range of events were organised in both locations, featuring ticketing events, business and art focused, and internal.

Digital Marketing

Good results on LinkedIn

In collaboration with WMUK, Strategy Blogs are now shared on LinkedIn. This approach has shown good results with good engagement and reach

Communications

Past media contact bearing fruits

Very active quarter in terms of PR, with many quality placements in Switzerland through previous contacts and meetings with journalists

Communications

PR support for subsidiaries

Support provided to our subsidiaries to enhance their media approach and establish a well-known presence in their locations (Madrid / Dubai)

Communications

New R&Connect page

Creation and launch of new R&Connect page for WM Switzerland and subsidiaries

Client Survey Insights - Review!!

1. Overall client satisfaction is exceptionally high

2. The client adviser relationship is central

3. Digital offering is a major weakness

4. Most clients plan to maintain or grow their investment

5. Need to focus on converting multi-banked clients to R&Co only.

6. Improve investment performance and clarify our strategies / decisions of investments

7. Communicate proactively on cybersecurity an the current geopolitical context

INSIGHT #1

Over half of clients perceive that the firm exceeds expectations, which indicates advisers' commitment and service quality.

High client engagement score: 8.95

Very positive perception of R&Co with an NPS score: 61.4

INSIGHT #2

Satisfaction rate with CA: 9.24

Most positive item: Client Adviser's availability and responsiveness

Least positive item: Connections made with specialists across R&Co

INSIGHT #3

Overall negative perceptions along the following themes:

  • Access and stability
  • UI/UX and usability
  • Missing trading elements (ie. Data and functionalities)
  • Difficult payments on e-banking
  • Unreliable overviews and missing reporting

INSIGHT #4

88 clients would like to increase their AuM

  • 59% are Zurich clients
  • 41% are Geneva clients

Among the identified clients, CAs to reach out to:

  • 42 clients in Zurich
  • 24 clients in Geneva

INSIGHT #5

There's a need to focus on converting multi-banked clients to R&Co only. Opportunities in: Private investments & Estate/Wealth planning services.

INSIGHT #6

Clients’ satisfaction with R&Co investment services is high. However, results suggest that score on satisfaction of:

  1. Financial performance of investments
  2. Clarity in strategies / decisions of investments is weighing down the score

INSIGHT #7

  • Communicate proactively about cybersecurity investments/initiatives and digital platform resilience.
  • Maintain strong communication with clients on the current geopolitical context and the market.
  • Increase coverage of the wealth planning team

What's coming next?

Q3-Q4 2025

Client survey: Deep dive into the results with relevant content trickled down to the different teams. Selection of clients for the interviews will commence.

Website relaunch: Following the local rebrand exercise, we are gearing towards relaunching our Swiss website this next quarter.

Staff party: Preparations are ongoing to ensure a very fun and enjoyable party to all Colleagues at the end of August

Event with journalists: Organise a get-together with journalists to strengthen connections and establish new contacts for potential new opportunities.

Cybersecurity brochure: As observed in our client survey, clients are keen on learning more about cybersecurity topics. We are working with our Information Security team to develop a relevant material for external use.