Digital Marketing

Enhancing our digital channels to raise brand awareness and drive business growth

Lead generation

ORGANIC TRAFFIC

In 2024, organic traffic (people searching for our website in Google) has brought two account openings funded with CHF 8m and 6m respectively.

  • January: CHF 8'000'000 | Domicile: Switzerland
  • November: CHF 6'000'000 | Domicile: Saudi Arabia

While the website generated acount openings, its visibility reamins very low. The relaunch of offering page in 2025 and targeted Pay-per-Click advertising is needed to develop it in a strong business development tool.

Contact requests

116

YoY -22%

Client mandates

2

YoY -33%

NNA

CHF 14'000'000

YoY 0%

PAY-PER-CLICK TRAFFIC

Early 2024 we launched paid digital campaigns for 1e pensions & vested benefits which generated a high number of leads and the opening of 1 mandates.

This provides a solid basis to expand our digital marketing strategy to other segments of our offering.

Due to the good success and high interest, especially in the Romandie, we launched the second wave of the campaign in December 2024.

via paid campaign

Received: December 2023

"...Hello,

Do you offer flexible vested benefit solutions?

Best regards..."

Prospect contacted us through the pension solution form during the paid pensions campaign. His account will be funded CHF 3.7m in November 2024 with potential additions from other family members.

Leads received

54

Client mandates

1

NNA

CHF 3.7 m

Total costs

CHF 27'649

VB: Vested benefits; BVG: 1e pensions plans

Campaign duration: October 2023 - January 2024

HOW DID WE DO IT?

1. Contact campaign pages

Dedicated web pages were created for our 1e pension plans & vested benefits solutions. The pages hold contact forms to directly contact us.

Click to see the pages here:

1e pensions
Vested benefits

2. Google search ranking

We paid Google per click to make the Rothschild & Co offering visible for 1e pensions & vested benefits related searches.

3. LinkedIn targeted ads

We directly targeted Swiss-based high-earners through LinkedIn segmentation.

Target criteria:

  • Professions: Lawyers, entrepreneurs, business owners, consultants...
  • Ranks: Managers, Directors, Partners...
  • Age: 35 - 55+ year olds
  • Languages: English, German & French

Social Media - LinkedIn

In 2024 we published 71 LinkedIn posts. In this quarter, we posted 28 posts.

  • 4 posts were videos.
  • 5 posts out of 28 were on Perspectives Podcast.
  • This quarter performed exceptionally better as opposed to Q3. This could be due to the increase in posts, 47%, and the posting of multiple videos.

Posts

28

QoQ 47%

Impressions

659,695

QoQ 143%

Reposts

296

QoQ 305%

Engagement rate (avg.)

13.2%

QoQ 7%

Click-through rate (avg.)

11.8%

QoQ 7%

Repost (avg.)

10.6

QoQ 45%

Impressions: Whenever a post is shown on (any) screen.

Engagement rate: Any measurable interaction with post (comment, like, clicks, ...) as a percentage of impressions (2% is considered a good enough rate).

Click-through rate: Clicks on posts / Impressions.

Audience: The group of LinkedIn users you choose to target when sharing a post

Most viewed LinkedIn post:

Impressions: 149,556 Engagement rate: 25.2% Click-through rate: 24.3%

Audience: All followers

See it here

LinkedIn post with the highest engagement:

Impressions: 6,901 Engagement rate: 34.1% Click-through rate: 31.6%

Audience: Targeted

See it here

Least viewed LinkedIn post:

Impressions: 770 Engagement rate: 2.5% Click-through rate: 1.8%

Audience: Targeted

See it here

Post with the least engagement:

Impressions: 1032 Engagement rate: 2.3% Click-through rate: 1.5%

Audience: Targeted

See it here

Comparing Social Media performance 2023 vs. 2024

Total Impressions

Total Reactions

Total Comments

CTR & ER (%)

Key take-aways:

  • Improved performance, significantly among comments and Engagement rate when comparing results from 2023 and 2024.
  • The total impression only increased by 2% in the past year. This could be because our network or followers haven’t significantly grown, causing your content to reach the same audience repeatedly.
  • To increase our overall impressions in 2025, we could post more frequently, engage with others, use hashtags & keywords, diversify content, encourage engagement, and expand your network.

Social Media - Instagram

In 2024, we published four Instagram posts on the official Rothschild & Co account, managed by the UK team.

  • This quarter alone, we shared three posts, reflecting our growing presence on the platform.
  • We are actively raising awareness of key initiatives led by our Geneva and Zurich offices.

"Identities" Vernissage Exhibition in Zurich

Likes: 148 Comments: 14 Shared: 8

Date posted: 9 July 2024

Salon in Zurich

Likes: 112 Comments: 7 Shared: 4

Date posted: 5 November 2024

Salon in Geneva

Likes: 97 Comments: 5 Shared: 3

Date posted: 28 November 2024

Dubai Inauguration

Likes: 210 Comments: 10 Shared: 10

Date posted: 4 December 2024

Key content themes:

  • Flagship Events: Featured our exclusive Salons with distinguished speakers:

- Paul Bulcke, CEO of Nestlé

- Prof. Dr. Markus Gross, award-winning expert from Disney Research Studios

  • Promoted our Swiss art exhibition series, highlighting the Identities Vernissage event.
  • The Dubai inauguration received the highest engagement (likes, comments, and shares). Stunning scenic photography of the venue captivated our Instagram audience, boosting visibility.

Website (WM CH)

Total page views

4,254

QoQ +7%

Including landing & service pages (in all languages).

Total Insights publications

38

QoQ +23%

Insights published in Q4

Insights page views

6,658

QoQ 21%

Total page views for all insights publications in Q4.

Total time spent on Insights publications

02:23:12

QoQ -9%

Total time in Q4.

Average time spent on Insights publications

00:03:46

QoQ -26%

Average time in Q4.

Most viewed Insights publication:

MMS in English - October

Page views: 1,412 Unique Page views: 1274

Avg. Time on page: 04:38

See it here

Least viewed Insights publication:

Insights Issue 14 in German

Page views: 6 Unique Page views: 6 Avg. Time on page: 03:04 mins

See it here

Investment Views leads to a specific Foleon for a more visual appealing experience. On that platform, the publication received a total of 217 views (EN: 144; FR: 38; DE: 35)

Key take-aways:

  • Increase in publications: Insights publications grew by 23% in Q4.
  • New Series launched: CIO Lens, a publication focused on the CIO perspective, was introduced.
  • Top-performing publication: MMS in English remained the most-viewed publication this quarter.
  • Reading time: Readers are spending less time on articles, possibly due to shorter content or quicker consumption.

What's coming next?


  • Expand and optimize ongoing LinkedIn and Google paid campaigns to further promote our pension and vested benefits offering.
  • Encourage internal staff to engage with and repost our content to boost reach and overall engagement.
  • Leverage targeted polls to drive impressions, increase website traffic, and generate new leads.
  • Publish LinkedIn business-related articles (beyond investments) to enhance thought leadership and generate new leads, aligning with competitive insights from private banks.