Investment services

Our expertise

Adapting to your needs

Adapting to your needs

The Edmond de Rothschild Group has always been recognised for its expertise and it provides you with investment services suited to your needs.

Our approach

Personalised investment

Our investment services adjust to your expectations and wealth management strategy. Your Private Banker can provide you with occasional assistance, advisory management or turnkey services.

In each case, our teams are there to provide you with the best possible investments solutions. They will direct you to the products best suited to your risk profile and your yield expectations, even in periods of low rates or turbulent markets.

What defines us

A tailor-made culture

  • Discretionary Investment Management

    ​Our experts adjust investment policies to your risk profile when you choose to delegate day-to-day operations with our discretionary investment management service.

  • Customised securities selection

    ​​We select the in-house, external securities and investment vehicles best-suited to your situation, on the stock market and among convertible, bond and monetary products. Your private banker will give you access to several hundred funds with the market's best managers and to our dedicated teams of analysts specialised in equities and the bond markets.

Need more information ?

Contact us

Edmond de Rothschild (France), Succursale italiana
Corso Venezia 36
20121 Milano

+39 02 76 061 1