What Makes a Great Private Bank? – Here’s What the CEOs Say

Cynthia Tobiano, Deputy CEO, Edmond de Rothschild:

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«To serve and pass on»: Edmond de Rothschild Deputy CEO Cynthia Tobiano. (Image: Courtesy)

In a world marked by complexity – market volatility, the end of a monetary cycle, the rise of cryptocurrencies and metals, regulatory pressure, and new generational needs – the excellence of a private bank rests on three pillars: solidity, vision, and agility.

Human Proximity

At Edmond de Rothschild, we are convinced that sustainable performance requires more than technical answers. It is built on conviction-driven management, strong human proximity, and the ability to combine tradition and innovation.

This means investing for the long term, developing differentiated alternative expertise – private equity, real estate, private debt – relying on strategic partners where value creation is not central, and staying true to our mission: to serve and to transmit.

Decisive Advantage

Independent family-owned banks have a decisive advantage: they can free themselves from trends, invest with patience, and embody an investment philosophy focused on the essential.

The private bank of tomorrow will not merely support wealth; it will inspire it.


Next up: the statement by Stephan Vollert, CEO, Helvetische Bank.