Advising both individual clients and families in the development, protection and transmission of their wealth
Private banking is one of the Edmond de Rothschild Group’s core businesses and the initial reason behind the Rothschild family’s success. Heirs to a tradition, our private bankers deploy all the know-how acquired over more than two hundred years.
A comprehensive, tailored approach
The Edmond de Rothschild Group provides a comprehensive and tailored wealth management service. Driven by constant innovation and respect for the values that have established the Rothschild family’s reputation, this service focuses on wealth preservation and long-term asset growth.
A lasting relationship based on confidence
Quality advice depends above all on a mutual understanding between private bankers and their client. So as to provide an efficient and reactive service, the private banker only deals with a limited number of clients. The banker works towards developing a close relationship of absolute confidence with each client, while strictly respecting the rules of discretion and confidentiality.
Portfolio management using open architecture
The family shareholding structure of the Edmond de Rothschild Group ensures independence from any banking distribution network and allows it to focus on satisfying clients and defending their interests. For example, the Edmond de Rothschild Group might steer its clients towards funds distributed by other firms if these products, which are selected by a team of experts, prove more efficient in diversifying a portfolio or reducing its risk.
A unique interface: the private banker
Every day, our private bankers orchestrate the overall management of their clients’ assets, be they professional assets, property, works of art or cash. To do so, they harness complementary sources of expertise in the Edmond de Rothschild Group. Depending on the type of assets or to reflect personal or family wishes, our private bankers can bring this expertise into play at any moment.
Team autonomy within a robust banking group
Unlike large banking networks, our human-size group grants a large degree of autonomy to its private bankers. This independence does not, of course, exclude controls which are bolstered by rigorous management of compliance processes but it allows teams to meet their clients’ expectations and work in their best interests. It also ensures very low staff turnover at the Group’s private banks and helps attract the most talented professionals.
Proximity and diversity are core elements in the division
The Group has opened numerous regional offices in France, but also in Europe and throughout the world, so as to be as close as possible to its clients. There are many nationalities in its teams and this wide mix of career backgrounds ensures improved understanding of wealth management issues.