Tailored reporting solutions Portugal

Our expertise

Visibility and transparency

Visibility and transparency

The management of family assets requires an overall understanding of your financial as well as your non-financial assets. By using the latest technology, we are able to provide you with a consolidated picture of all of your assets through fully customised reports. Our solution is an essential tracking, checking and forecasting tool which is completely independent of managers.

" Our goal is to provide you with a consolidated global picture of your financial and non-financial assets to help you take the right decisions swiftly. Our guiding principles are total transparency, personalisation and objectivity."
Jean-François Colson Head of Client Reporting
What defines us?

A state-of-the-art tool for a consolidated picture

  • Overall asset visibility

    ​Our solution covers financial and non-financial assets including real estate, art, boats, aeroplanes, car collections, etc.  We can also take into account assets deposited with your other partners to produce a consolidated view of your wealth.

  • Tailored solutions for each client

    ​We work with you to build the best reporting solution for you, from selection of the information required to the choice of colours used.

  • Complete independence

    ​Objectivity and transparency are two of our basic rules. Performance calculation is independent of the asset managers and perfectly in line with market standards.

  • A state-of-the-art tool

    We work with a particularly high level of detail and can show you the impact of each security on overall performance or see the consequences of a rise in the dollar against the euro on your portfolio. 

    We add new features every quarter to meet every need with an exemplary level of quality. 

Our offer

Sophisticated and tailor-made reporting

  • Implementation of a fully customised report
  • Report updating in line with your situation
  • Inclusion of all financial and non-financial products
  • Detailed performance analysis
  • Impact of each security on performance
  • Risk analysis with stress tests to assess the impact of different events on assets
  • Asset consolidation with a performance calculation from each manager and their contribution to overall performance
  • Remote access to the Edmond de Rothschild Analytics solution for online portfolio analysis
Need more information?


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

+ 351 21 045 46 60