Investment Services

Our business

Performance and advice for your financial investments

Performance and advice for your financial investments

The Edmond de Rothschild Group, recognised since its creation for its expertise in investment services, will support you in managing your assets via an offering that is fully adapted to your needs. From discretionary management, fully delegated, right up to complete autonomy, via advisory management - you can choose how much you want to be involved.

Our approach

A management offer suited to your needs

Our investment services are fully adapted to your expectations and your wealth strategy. Your private banking manager can offer you advice on an occasional basis, or turnkey advisory management. Whichever you choose, our teams are always available to advise you on the best investments and to guide you towards the most suitable products for your risk profile and your expectations in terms of return, even during market downturns or turbulence.

What defines us

Adapted and customised services

  • A management offering that is adapted to your requirements

    ​Whether you choose discretionary management or advisory management, the level of involvement of our fund management teams will be based on the contract you sign with them, according to your rules, your management objectives and your risk profile. You can choose to be in full control of your investments, or, at the other end of the spectrum, free yourself up from daily monitoring and still retain full transparency, with the opportunity to change your mind at any time.

  • Customised stock-picking

    We will select the best and most suitable securities and investment vehicles for you; these may be internal or external, either on the equity markets or the convertibles, bonds or money markets. Your private banking manager will provide you with access to several hundred funds managed by the best managers on the market, as well as to our dedicated teams of analysts who specialise in the equity and bond markets.

Need more information?

Contact us

Edmond de Rothschild (Bahamas) Limited
Lyford Financial Centre
Lyford Cay no.2 - Western Road
P.O. Box SP-63948 Nassau

+1 242 702 80 00