Independent Wealth Managers have become partners and major players in the wealth management world. Edmond de Rothschild (Monaco) has a specialist team dedicated to IWMs. Its role is to guarantee a quality banking environment for our demanding customers.
Edmond de Rothschild (Monaco) has a team dedicated to providing IWMs and their clients with specific solutions and to meeting their needs.
Availability, an understanding of the issues, quality service and planning are the key strengths of every IWM's personal relationship manager.
Account operations: opening, reporting, order management
A dedicated computer platform: user-friendly and secure, a real asset for your success
Access to the life insurance brokerage company's expertise: Edmond de Rothschild Insurance and Advisory (Monaco)
Pricing adjusted to client typology
- An offer suited to your open-architecture
- Access to our trading room: equities, bonds,
forex, derivatives, etc.
- A structured products offering
- Financing solutions: Lombard and mortgage
- Access to Edmond de
Rothschild’s strategy and research
- A team of philanthropic project experts
- Access to our Corporate Finance activities