Risk management is at the heart of our Group's approach to wealth management. This management is based on a rigourous analysis of your risk profile. The latter takes into account the extent of your wealth, your family's structure and your objectives in terms of transmission.
Our teams rely on an effective methodology to continuously and dynamically track our clients' wealth risks.
While entrepreneurial spirit implies risk taking, success requires that it be managed. The Edmond de Rothschild Group's shareholders have always instilled a special awareness of risk management in our activities.
Our risk management is based on in-depth diagnostics which enable the implementation of precise, tailored management policies for your entire personal and financial wealth environment. We take your family dynamics, strategic planning and taxes into account.
Our teams work with dynamic, high-performance measurement tools. They are always on the lookout for changes in risk levels to be able to quickly make any adjustments required. In addition, we carry out crisis situation simulations ("stress tests") to identify risk factors and minimise damage should they occur.