Private Banking

Our business

Energize your estate planning

Energize your estate planning

Our private banking takes a global view of your assets. The Rothschilds have been bankers and entrepreneurs for seven generations. They know how important it is to protect, grow and transfer a family’s assets and values. However, wealth management also requires innovation and expertise.

We are a bank with a human touch. Personal relationships and objective, impartial and independent investment advice are at the heart of our model. Emmanuel Fievet CEO, Edmond de Rothschild (Suisse) S.A

Key figures

  • 144 employees
  • 30 years by your side in the Principality
  • 3 recognized fields of expertise

Wealth transfer: an important moment of truth

Interview of Catherine Motamedi, Head of Wealth Solutions Edmond de Rothschild (Suisse) S.A.
Organizing one's wealth transfer is as important as managing it appropriately. Planning one's succession by securing assets and preparing future heirs is essential to perpetuate family estate over time.
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Monaco, a sovereign State

A structured banking centre

The Grimaldi dynasty, one of the oldest princely families in Europe, has governed the principality of Monaco for seven centuries.

This exceptional longevity illustrates the national unity between the Princes and the people of Monaco. It also shows the political stability of the country, where the Prince exercises his sovereign authority in accordance with the provisions of the Constitution and the law.  Recognised internationally, the Principality of Monaco has been a member of the United Nations since 1993 and has sat on the Council of Europe since 2004.     

Monaco's earliest banking institutions date back to the end of the 19th century. The Franco-Monegasque convention on exchange control in 1945, and the exchange of letters on 18 May 1963 made French laws and regulations for financial institutions applicable in Monaco.

Since the 1970s, and thanks to favourable policies of the Public Authorities, Monaco's banking sector experienced rapid growth.

Three​ decades of experience

The bank Edmond de Rothschild has been present in the Principality of Monaco since 1986. Private banking is our family group’s core business. We offer a wide range of tailor-made solutions to meet the expectations of our private clientele, in a spirit of innovation and excellence.

In addition to our loan products (Lombard and mortgages), trading room and Advisory team, which serve our demanding customers and Independent Wealth Managers, we have know-how based on two historical pillars: wealth engineering and management mandates, the Group’s DNA.

What defines us

International know-how and advice

  • A complete services offering

    Whether you need help with asset analysis and structuring, customised management, asset diversification, real estate investments, artwork acquisition or advice on philanthropy, our teams can assist you with every aspect of wealth management.

  • A highly innovative approach

    The professionals at the Edmond de Rothschild Group are renowned for their agility and innovation skills. They were alternative multi-management pioneers in 1969 and have introduced many other significant initiatives since.

  • Specialised expertise

    From securities and open-architecture investment fund selection to advisory management, real estate risk analysis and private equity investments, our team members are all leading experts in their sector.

  • Special attention to risk tracking

    As a result of its entrepreneurial profile, the Edmond de Rothschild Group pays particular attention to overall risk analysis and management from both the personal and financial standpoints.

  • An advisor when you need one

    Each one of our wealth management advisors has a limited number of clients and develops a special, long-term relationship with them. Your advisor is always on hand and available to answer your questions and meet your needs.

  • Personalised solutions

    Our banking group focuses on people’s needs. This has made us a very nimble and creative centre of excellence able to offer customised solutions for each one of our clients.  

  • A very international company

    The Edmond de Rothschild Group has 31 offices in 19 countries. From Hong Kong to Geneva and from Paris to Luxembourg, your private banking teams are always close by and available to deal with a full range of local issues.

Asset management advisory services

The widest possible selection of investments
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Portfolio Management

Capital protection and growth
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External managers

The win-win relationship
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Need more information?

Contact us

Edmond de Rothschild (Monaco)
2 avenue de Monte-Carlo
Les Terrasses BP 317
98006 Monaco Cedex

+ 377 93 10 47 47