The Edmond de Rothschild Group helps preserve the capital of its private clients’ success
Specialised in private banking since its very beginnings, the Edmond de Rothschild Group assists its private clients in the structuring and long-term management of their assets.
Expert advice on organising private or professional assets
Whether the Group’s private clients retain private or professional assets, the wealth engineers at the Edmond de Rothschild Group give decisive advice on the overall structuring of their wealth. In partnership with their private clients’ usual advisors, and under the supervision of their private banker, they decide on the strategy that best suits their situation and their goals (transmission, disposal of a company, creation of a foundation, etc.). They advise their private clients on legal, financial and fiscal arrangements and keep them informed of any regulatory developments that might have a bearing on their asset management strategy.
A private banker in close proximity
For the day-to-day management of their assets, private clients of the Edmond de Rothschild Group benefit from the constant assistance of a private banker. Private bankers are discreet and always available, serving as a client's single point of contact over a sustained period. 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 of experts boosting the effectiveness of each private banker
The Edmond de Rothschild Group’s private banker remains the main interface for its private clients in all their dealings with the Group. Each private banker selects the best internal or external experts, who show professionalism, flexibility and reactiveness in tackling any issues clients may face. If the private banker is unavailable, a colleague informs the private client of any decisions made or deals with his/her queries so that his/her needs are taken care of without delay.
Tailored investment solutions
Thanks to its complementary businesses in Europe, the Edmond de Rothschild Group can offer a broad range of investment vehicles. The Group’s private banker offers the products and services that are best suited to each private client’s wealth profile and investment objectives. This emphasis on a tailored service may involve recommending vehicles marketed by other financial firms, particularly in portfolio management and life assurance.