Bank von Roll AG named best Swiss private bank and Overall Winner in the 2025 Private Banking Rating
For the first time, Bank von Roll AG took part in the prestigious Private Bank Rating of the “Bilanz” business magazine and is celebrating outstanding success! Of the 100 or so banks that participated in the “Private Banks” category, Bank von Roll was able to impress in all test phases and, thanks to its outstanding expertise and excellent service, achieved the coveted “Overall Winner” award as well as first place out of the private banks that were assessed.
Just like every year beforehand, the 17th practical test also took the form of mystery shopping. This is where trained assessors pretend to be “normal customers” and have the participating institutions work out an individualised investment solution for them. The following points were then assessed by a jury of several members
- Interaction between the bank and the customer,
- How comprehensive the investment solution was,
- Transparency,
- Costs,
- Risk disclosure and portfolio structure and
- To what extent sustainability was considered.
The double victory in all categories is a special honour for Bank von Roll and validates its classic asset management concept. Focussing on investments that are in line with the triad of “quality, liquidity and transparency” as well as physical gold as an important focus in asset allocation have proven to be a successful concept in the investment strategy. The decision not to engage in commercial lending activities, including mortgage and investment banking business, lays the foundation for financial stability, which is reflected in the exceptionally high Tier 1 ratio of over 30% (the regulatory minimum requirement is 10.5%).
Personalised customer service is always at the centre here. With great passion and innovative drive, Bank von Roll develops individualised investment solutions for private clients, family offices and selective institutional clients. Its lean and familiar structure provides a lot of flexibility when it comes to taking care of customers’ personal concerns.
As a specific niche player, Bank von Roll, which operates exclusively in Switzerland, was able to hold its own among the big banks and impress thanks to its strategic approach in the 2025 Private Banking Rating.
Hans-Peter Schmid, CEO of Bank von Roll AGWe’re extremely proud to have been recognised in this way, as it reflects our commitment to the providing the highest quality in private banking. Our focus on the serious craft of asset management allows us to offer our clients real added value, especially when the market is turbulent.