Portfolio management Portugal

Our expertise

Capital protection and growth

Capital protection and growth

We provide a large selection of investments suited to your risk profile and your international environment. As a multi-specialist, we have access to the best experts in the Group to meet your needs and introduce you to new investment opportunities.

" We look ahead. Our asset management approach looks to the future. We work to protect and increase your capital through diversified and dynamic asset allocation in a spirit of innovation and excellence."
Jean Charles Schiltz Chief Investment Officer
What defines us?

Conviction-based portfolio management

  • Personalise your portfolio management

    ​You have the benefit of our specialists' advice. They are responsive and always available to meet your most complex needs. They take into account all of your assets and projects, your environment and your investor profile.

  • Create value and take advantage of investment opportunities

    ​Our managers use their strong asset allocation skills to invest in different asset classes, regions, economic sectors and management styles. They diversify portfolios and get the greatest possible benefit from the opportunities arising in global markets.  Their choices are based on an ongoing analysis of the economic environment. They select the best-suited financial instruments to achieve the best possible balance between capital valuation and protection for beneficiaries.

  • Anticipate risks and adapt to constantly changing markets

    ​In order to anticipate the level of potential risk and optimise your portfolio's return based on market changes, our management includes a strict due diligence process and we implement rigorous controls on an ongoing basis.

  • Real-time information

    ​We provide you with regular, tailored and customised reports together with manager analysis and comments.

Our offer

Solutions tailored to your needs

The investment strategy can be implemented using various approaches depending on the extent to which you want to be involved in the management of your assets.  Accordingly, our teams propose solutions tailored to your constraints and risk profile.

Discretionary mandate

You delegate the management of your assets to our teams of experts who adapt the investment policy to your risk profile.

Classic mandate

Specific mandate

Based on the anticipation of market developments and investment opportunities, it reflects the group’s investment philosophy while adapting to your agreed level of risk and your performance objectives.

​This reflects a more specific approach to your asset management and integrates various constraints in terms of exposure and themes.

Advisory mandate

You establish a close relationship with a dedicated contact person who provides you with customised advice on asset allocation and investment solutions. You nevertheless keep full control over your asset management decisions.


It enables completely independent investors to entrust us solely with the execution of their orders. You choose your own investments and execute any arbitrage transactions you consider appropriate.

different mandate 

Need more information?


Edmond de Rothschild Portugal
Rua D. Pedro V, 130
1250-095 Lisboa

+ 351 21 045 46 60