Edmond de Rothschild was one of the first banking groups in continental Europe to offer an Overlay Management programme in the 1990s. We provide a global, made-to-measure service model to an international clientele consisting primarily of companies and large institutions.
Our investment management strategy has always been based on two pillars:
Our goal is to capture most of the market trends to which our investors are exposed.
Our expertise enables us to hedge risks on the following underlying instruments:
Our success since 2000 has been based on our fundamental principles:
Our management philosophy, unchanged and proven since 2000, has allowed us to build a robust and consistent track record.
We carry out a precise assessment of each investor's situation and analyse their expectations to define the best and most effective solution.
For actively managed solutions, the programme adjusts the hedging level according to market developments.
Our proactive, experienced team manages active and passive hedging strategies that are both innovative and original. The team shares its expertise with its clients to provide a global risk analysis and management service.