Executive summary
Q3 2025 in a nutshell
WAM Offsite
Organisation of offsite for WAM management
After over a year planning, organising and coordinating the event, the offsite took place in Lausanne for 130 guests.
Next steps: Conduct survey with attendees and prepare post-communication
Dubai LLB deal & Tenalis acquisition
Communication efforts around these two topics
Liaising with Group and publication of content on two big regulatory/business updates.
Eyevip testing launch
Project Fiesta ongoing
The implementation of on-premise installation was launched and testing environment is up and running.
Sponsorships
Several sponsorships carried out
Including Gonet Geneva, The Epicure, Pink Golftour for women and SailGP. These sponsorships have allowed us to offer clients tickets to renowned events that align with their interests.
Flower Power Bonanza
Another year, another successful staff party!
Our annual staff party was organised and we received great feedback!
Client Survey
Deep dive on each Front Office team's results
Analysis of client survey results were prepared for each FO team to help teams respond to their clients' specific likes and dislikes.
Half-year results
Successful organisation of our R&CoBZ Townhall & related PR
Preparation and successful organisation of our half-year Townhall. We observed good results for our related PR efforts.
WAM Offsite
From 24-26 September, our team organised (together with Group Colleagues) this year's WAM Offsite at the Beau-Rivage Palace Hotel in Lausanne. This year’s edition welcomed nearly 130 colleagues from 13 different countries, including speakers from across the business, and featured two distinguished external guests: Tony Estanguet, former Olympian and President of the Paris Olympics Committee, and François Bennahmias, former CEO of Audemars Piguet.
After months of meticulous planning, the event ran smoothly and without incident. The scale and complexity of the offsite required significant effort and coordination, with most of our team dedicated to ensuring its seamless execution.
Initial feedback has been very positive, and we are currently awaiting the results of the post-event survey and finalising our follow-up communications.
What's coming next?
Q4 2025
Client survey: Selection of clients for the interviews will commence and thank you letters will be sent to clients that participated.
Website relaunch: Following the local rebrand exercise, we are launching our revamped Swiss website and working on our subsidiaries' pages.
Salon by Rothschild & Co: Next Salon will take place in Zurich with the head of Swiss Ski, Hans Flatscher, in a fitting location.
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. The brochure is approved and is getting prepared to be shared externally.