Schroders Private Bank

PrivateBanking

2–3

Schroder & Co Bank AG is one of the leading

foreign banks in Switzerland. We offer wealthy

private clients all the comprehensive and

individual solutions they need to reach their

financial goals. As a subsidiary of Schroders

plc, a global leader in asset management with

head office in London and branches in all major

financial markets, we benefit from our parent

company’s know-how, experience and repu-

tation. Our Swiss investment funds are highly

valued by professional and private investors

due to their superior performance.

Schroders focuses exclusively on asset man-

agement, thus avoiding potential conflicts of

interest. For us, independence is not an empty

phrase but a core value. This is also reflected in

our structure: Schroders is very soundly cap-

italised, and the founding family still retains a

controlling interest in Schroders plc, the holding

company. Since its establishment in 1804,

Schroders has grown from a small merchant

bank to one of the leading asset managers

worldwide quoted on the stock-exchange and

with more than CHF 230 billion (Euro 140 billion)

under management.

In 2004, Schroders celebrates its 200th an-

niversary – including Switzerland where we

have been offering our services since 1967.

We would like to show you why private banking

at Schroders is so unique. Welcome to the

world of Schroders Private Bank.

Wealth Management Since 1804

Schroders Private Bank Switzerland is part

of the Schroders Group, the global wealth

management company with CHF 230 billion

under management. This means that we

have the flexibility and independence of a

small investment boutique coupled with the

international resources, experience and

global perspective of our parent company

of 200 years standing. It is this combination

of local presence and global reach that

makes Schroders Private Bank so unique.

Flexibility

Each and every one of us has our own unmis-

takable personality, individual needs, dreams and

goals. As a private bank that is committed to indi-

viduality we go beyond the conventional, because

it takes more than standard financial offerings to

achieve ambitious goals.

At Schroders Private Bank we work to assemble

a range of products and services that suits every

personality – that is as complex, varied and di-

verse as your own personal needs. Our products

have sprung from professional minds and evolved

from experience – a strong combination that will

help you realise your very personal financial ob-

jectives through truly individual solutions.

Tailor-Made4–5

One key value that has marked our Group’s

200 years history is stability. We realise that

long-term relationships are based on trust,

and trust is built on openness, honesty and

understanding. This has always been our

creed. Discretion and security are equally

valued attributes. In addition, responsibility

is of the utmost importance since our suc-

cess is unthinkable without your success.

By incorporating and embracing these

values we can deliver stability for investors

over the long-term.

Stability

6–7

Independence

At Schroders Private Bank you will miss one thing: conflict

of interests. We focus exclusively on wealth management

and offer neither commercial nor investment banking. Our

approach is tailor-made and flexible, without imposing

standard solutions. Instead, we pursue a policy of open

architecture. And when selecting partners and products,

only the best of breed is good enough for us.

ExpertiseAt Schroders Private Bank, individual service

and expertise means that you can expect

more across a comprehensive range of finan-

cial products and services. We would be

happy to advise you on a wide range of finan-

cial market instruments, including alternative

products and our numerous award-winning

investment funds.

Our specialists can also offer professional

support in the areas of wealth structuring

(trusts and foundations), taxes, inheritance

and art advisory. Whenever necessary, our

independent status ensures that we can also

draw on the experience of external specialists

to complement our in-house expertise.

Experienced, well-informed investors make

their own investment decisions but are wise

enough to realise the importance of working

with a reliable partner. With the Schroders

Private Bank you will have the guidance of ex-

perienced professionals who will provide you

with all the support you need for your decision

making. Our advisory team welcomes this

challenge.

8–9

Leading Advice

Keeping up with the financial markets takes

time and know-how – we understand that in-

vestors do not always have the time to devote to

following developments in the financial markets.

Professional portfolio management according to

Schroders Private Bank’s values is a solution that

leaves nothing to be desired. We would be happy

to show you how we put together the various

building blocks of a successful investment strat-

egy into an individual, flexible whole. If required,

we also take care of the management of your

assets at a third-party bank. This financial free-

dom encompasses not only portfolio manage-

ment, but also includes the granting of loans and

guarantees.

Our tailor-made solutions are based on the invest-

ment strategy which we define together with our

clients, our independent financial analysis and the

experience of the entire Schroders Group to max-

imise the security of investments.

Security

DedicationWe dedicate all of our experience to your advant-

age. Our investment decisions are guided by the

investment strategy agreed with you. You are

kept fully informed at all times and retain full

power of disposal over your assets – you decide

on the frequency of contact, being close at hand

is important to us. Our advisors are always

at your disposal and follow the ever changing

trends on the financial markets with a close eye

on your interests. Our reporting complies with

your demands. This dedicated service is round-

ed up by comprehensible and transparent fee

structures. Whether we manage your entire

portfolio or advise you in your investment de-

cisions – we do it all with dedication.

10 –11

Partnership

If you also consider private banking to be a

partnership, we should get to know each other.

We do not just act as your private financial as-

sistant but also as your provider of ideas and

information – always working on your behalf for

the attainment of your financial goals.

This means being open and honest but it also

means shaking things up if necessary – after all,

both opportunities and risks must be balanced

and rebalanced. Wealth management has al-

ways been our business and with this in mind,

a partnership with us can ensure we achieve our

common goal of investment success.

Schroders Milestones

1804 Johann Heinrich Schröder from Hamburg became a partner in his brother’s

London based merchant company.

1850s–1860s J. Henry Schröder & Co. evolved from an anglo-german merchant company

to a renowned merchant bank.

1870 Schroders introduced the Japanese Government’s first foreign loan

to the London Market.

1923 J. Henry Schröder Banking Corporation, known as Schrobanco, was launched

and traded on Wall Street.

1957 The name of J. Henry Schröder & Co. was anglicised and the partnership was

converted into a private company.

1959 Schroders became a quoted public company and was listed on the London

Stock Exchange. Helmut Schroder was Chairman until 1965.

1960s–1970s Schroders developed a presence in each of the major financial markets of the

world. Subsidiary and associated companies were established to undertake

investment banking activities in Hong Kong, Japan, Singapore, Switzerland

and other Continental European countries.

1962 Schroders merged with Helbert, Wagg & Co., a stock broking firm founded in

1823, which specialised in issues for domestic clients and contributed greatly

to the development of the investment advisory side.

1986 Schroders acquired a 50% interest in Wertheim & Co. Inc., a leading New York

investment bank and securities firm and Schrobanco was sold to the Industrial

Bank of Japan.

1994 Schroders acquired the remaining 50% of Wertheim which it later renamed

Schroder & Co. Inc.

2000 Schroders sold its investment banking business to Salomon Smith Barney.

Asset management and related businesses now comprise the whole of

Schroders plc’s business.

2001 Schroders acquired Beaumont, an absolute return asset management business,

focussing on high net worth individuals, family offices and professional investors.

2004 Schroders plc celebrates 200 years history.

Schroder & Co Bank AGCentral 2P.O. Box 1820CH-8021 ZurichTelephone +41 (0)1 250 11 11Telefax +41 (0)1 250 13 12E-mail: contact@schroders.chwww.schroders.ch

Schroder & Co Banque SA8, rue d’ItalieP.O. Box 3655CH-1211 Geneva 3Telephone +41 (0)22 310 26 26Telefax +41 (0)22 311 70 44E-mail: contact@schroders.chwww.schroders.ch

ComprehensiveWealth Management

Advisory services

Discretionary management

Loans and financing

Trust and foundation services

Art consulting

Custody and execution services