​​Our partnership​ ​​​​​​

​​Our partnership​ ​​​​​​

Trust and mutual respect lie at the heart of our partnership. Our aim is to be by your side to assist you efficiently in all facets of your business - by supporting you on a daily basis, as well as by advising you to develop your activity in the long run.​

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FULL-FLEDGED ADVICE

 

EXPERIENCED TEAMS AT YOUR SERVICE

BESPOKE SERVICE

Each external asset manager partner is supported by a duo of complementary experts:

A relationship manager in charge of developing a global vision of your collaboration. His role is to apprehend your precise expectations in order to provide you with a partnership setup and service offer that are tailored to your business model.

​A client manager who assists you on a daily basis. He deals responsively and efficiently with the requests related to your clients registered with Edmond de Rothschild.

ACCESS TO THE FULL BREADTH OF PRODUCTS AND SERVICES

Relationship and client managers work alongside investment specialists who give you exclusive access to our Group’s wide array of products and services. You benefit from their cutting-edge expertise, investment insights and ability to build convictions in an open architecture environment.

OPERATIONAL OPTIMISATION OF OUR PARTNERSHIP

You benefit from the support of a transversal team "Central EAM" responsible for managing all IT projects. It ensures fluidity and connectivity between our partners and banking systems.

SUPPORT AT THE HIGHEST LEVEL

As an independent and family-owned Group, we are deeply committed to the external asset managers with whom we collaborate. Top management is always available to support you in achieving your goals and ready to respond to any particular request.

​​​​CLOSE TO YOU

LOCAL PRESENCE

You can count on a European network of approximatively 50 dedicated professionals, located in Switzerland (Geneva, Lugano and Zurich​), Luxembourg, Monaco, Belgium and Spain​.

Our teams are composed of seasoned professionals with in-depth understanding of local financial, legal and regulatory issues. They combine their local know-how with the Group's global expertise to enable you to offer services tailored to your clients’ requirements.

GLOBAL SKILLS

You benefit from the full breadth of the Edmond de Rothschild expertise.
​Our solution-oriented teams draw on a strong internal network to coordinate your access to the various services in our Group: liquid investment, real assets, socially responsible investment, mortgages and Lombard loans​​, wealth planning, wealth solutions, macro-economic research, etc.


 
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We see our collaboration with independent wealth managers as a long-term relationship as we believe this is the key to efficiency. Our partnerships are based on the core values of listening, trust and responsiveness.​ ​
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