Asset Management Advisory Services

Our expertise

Accompanying you over generations

Accompanying you over generations

Your assets form an inseparable whole. Our goal is to expand it and then pass it on to the next generation. The professionals at Edmond de Rothschild (Monaco) help you take the best decisions to structure and grow your assets.


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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Our approach

Understanding what’s at stake

We assist you with building, structuring, transferring and protecting your assets. The bank created a specialised Wealth Engineering and Life Insurance subsidiary for this purpose in 2005 in which it acts as an independent broker: Edmond de Rothschild Insurance and Advisory (Monaco).

Our reason for being is to design the best wealth strategy to meet your goals. We develop the most flexible solution possible. It evolves according to your personal and family situation while keeping a focus on risk management and performance.

As a result of our proximity and real understanding of your expectations, we often become your trustee, a role for which we are approved in the Principality.

Need more information?

Contact us

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

+ 377 97 98 28 00