Specialised in private banking since its very beginnings, the Edmond de Rothschild Group assists you in the structuring and long-term management of your assets.
Expert advice in the organisation of your asset base
Whether you are in charge of private or professional assets, the wealth engineers at the Edmond de Rothschild Group give essential advice on the overall structuring of your wealth. In partnership with your usual advisors, and under the supervision of your private banker, they decide on the strategy that best suits your situation and your wishes (transmission, disposal of a company, creation of a foundation, etc). They advise you on legal, financial and fiscal arrangements and keep you informed of any regulatory developments that might have a bearing on your asset management strategy.
A private banker in close proximity
For the day to day management of your assets, you benefit from the constant assistance of a private banker. Private bankers are discreet and always available, serving as a client's unique interface. Efficient and reactive, they listen to their clients' concerns and expectations. They have the necessary experience and know-how for a perfect grasp of each client's particular situation. Backed up by the best internal and external specialists, they orchestrate their clients' overall asset base, defending their interests with total transparency and independence.
A team that reinforces the efficiency of your contact
Your private banker remains your main interface, selecting the best internal or external experts who show professionalism, flexibility and reactiveness in tackling any issues you might face. If your private banker is unavailable, an assistant informs you of any decisions or deals with your queries so that your needs are taken care of without delay.
Tailored investment solutions
Thanks to its complementary businesses in Europe, the Edmond de Rothschild Group can offer you a broad range of investment vehicles. Your private banker offers you the products and services that are best suited to your wealth profile and your investment objectives. This accent on a tailored service may involve recommending vehicles marketed by other financial firms, particularly in portfolio management and life assurance.