Diversified Minority Investments

Our expertise

A pioneering approach for unlisted companies

A pioneering approach for unlisted companies

The Edmond de Rothschild Group has implemented a dynamic, opportunistic strategy of investing in the capital of unlisted companies worldwide for the past 15 years. This pioneering investment strategy within the Group has proven its relevance over time thanks to the excellent performance it has generated through several economic cycles. The strategy was initially implemented for the Group only and managed from Paris. It is now available to our clients.

This expertise has clearly proven its worth over the past 15 years. It enables our clients to add exposure to private equity which is diversified in terms of geography, sectors and transaction types. Jean-François Felix Associate Director, Edmond de Rothschild Europportunities
What defines us

Multidisciplinarity for a complete offering

  • A multi-disciplinary team working on behalf of the Group for 15 years

    The team, created in 1998, combines complementary expertise (majority and minority private equity investments, mergers and acquisitions and asset management). It makes diversified minority investments, generally in majority held consortiums, alongside funds, other families, major groups and management teams. The team has invested over €775 million in 70 transactions. Two generations of investment solutions were rolled out in 2006 and in 2011.

  • A global approach for dynamic diversification

    The team covers all economic sectors except real estate, and all regions (with a bias toward Europe).

    It avoids distress situations and technology venture capital.

  • Portfolio-building with a focus on capital preservation

    The team invests €10 to €30 million in high-quality transactions, in the capital of robust companies which have high barriers to entry, strong brands and a leadership position. They are generally valued between €100 million and at €2 billion and have the potential for significant medium-term value creation. The team partners with leading companies, each specialized in their region or industry.

    Our portfolio-building reflects our asset DNA. We favour capital preservation over risk taking and focus on resilient, high-quality assets which provide relatively quick liquidity potential.

    Our dynamic diversification also enables us to go out and look for growth and opportunities where they are, taking into account promising economic cycles in different parts of the world. 

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Contact us

Compagnie Benjamin de Rothschild Conseil S.A.
Route de Pré-Bois 29
Case postale 490
1215 Genève 15

+41 22 761 46 40