​A ​​​​​​CO​​​​NVIC​TION​-DRIVEN​​​​​​​​ ​INVESTMENT​​ H​OUSE​​​

​A ​​​​​​CO​​​​NVIC​TION​-DRIVEN​​​​​​​​ ​INVESTMENT​​ H​OUSE​​​

Edmond de Rothschild is a conviction-driven investment house dedicated to the belief that wealth is what tomorrow can be made of.

Family-owned​, independent and specialised, the Group favours bold strategies and investments rooted in the real economy, combining long-term performance and impact.​


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A FAMILY SHAREHOLDING

Connaitre  
 
Our Group is the result of entrepreneurial family capitalism. It gives us the independence and the boldness required to develop long-term visions and identify future investments.​

Our conviction-based investment house stands as a major international player in private banking and asset management. It is continually​ growing while at the same time preserving the values of our family, which has always been fully committed to the service we provide to each and every client.​
Ariane de Rothschild
​​


​​​COMEX

GROUP​

Ariane de Rothschild is Chairman of the Board of Directors,​ of the Edmond de Rothschild Group.

The Executive Committee is responsible for the overall management of all the businesses of the Edmond de Rothschild Group. It is chaired by François Pauly​.​​​


Comité  

François Pauly​

Chief Executive Officer Group
Comité  

Benoit Barbereau

Chief Operating Officer
Comité  

Christophe Caspar

Chief Executive Officer
Asset Management
Comité  

Philippe Cieutat

Chief Financial Officer
Comité  

Pierre-Etienne Durand

Chief Strategy Officer
Comité  

Diego Gaspari

Chief Human Resources Officer
Comité  

Hervé Ordioni

Chief Executive Officer
International Private Banking
Comité  

Jean-Christophe Pernollet

Chief Risk Officer
​​​



​​A HISTORY OF
INNOVATION

The Edmond de Rothschild Group has a rich history of committed entrepreneurship and has been operating in the world of finance for over 250 ​years.
1806​
1806                   
Pioneer in wealth management                   
Mayer Amschel Rothschild paved the way for wealth management by protecting the assets entrusted to him by William I of Hesse. In 1813, the latter retrieved his assets with substantial gains thanks to the added value and interests generated by the good management of Mayer Amschel Rothschild and his sons.                    
                   
Histoire                                        
Histoire
1798 ​- 1821
1798 - 1821                   
Creation of the first European banking network                   
A pioneer in his international business vision, Mayer Amschel Rothschild sent his five sons to set up operations in the economic centers of the day, creating the first European banking network.                   
                   
Histoire                    
Histoire
19th​ century
19th​ century                   
Financing of the industrial revolution​                   
The financing of infrastructures goes back a long way in the history of the Rothschild family, which has contributed to the implementation of major projects, such as the Suez Canal in 1859​​ and European railway infrastructures.                   
                   
Histoire                    
Histoire
1953
1953                   
Creation of the Edmond de Rothschild Group                   
Pre-empting the banking developments that would transform the industry of private banking and asset management, Baron Edmond de Rothschild created the Edmond de Rothschild Group in 1953.                   
                   
Histoire                    
Histoire
1960
1960                   
The beginnings of modern capital investment                   
A visionary much like his predecessors, Baron Edmond de Rothschild pioneered Private Equity by becoming a major shareholder in numerous companies.                   
                   
Histoire                    
Histoire
1970
1970                   
Cutting-edge and conviction-based investment management                   
The Group was a pioneer in alternative multi-management as early as 1969, in high-yield bonds in the 1970s and in currency overlay management at the end of the 1980s.                   
                   
Histoire                    
Histoire
2000
2000                   
Development of new solutions                   
Liaising with companies around the world, the Group developed a number of innovative solutions rooted in the real economy: land remediation, financing of growth in Africa, infrastructures.                   
                   
Histoire                    
Histoire
2017
2017                   
A conviction-driven investment house                   
Edmond de Rothschild reaffirmed its status as a pioneering financial corporation, driven by strong convictions and entrepreneurial spirit: «​Bold builders of the future».                   
                   
Histoire                    
Histoire
2019
2019                   
A resolutely family-oriented group                   
The Benjamin de Rothschild family delisted Edmond de Rothschild (Suisse) S.A. and now holds 100% of the capital. By doing so, it reiterates its commitment to the banking group and reinforces its independence.​                   
                   
Histoire
             
Histoire
Chiffres  

OUR​ KEY FIGURES AT 31/12/2021​​​

chiffres  
100%
family-owned​
chiffres  
178​
CHF bn IN ​assets ​
​​
chiffres  
23%
solvENCY RATIO​
chiffres  
2500
collaborators
chiffres  
7​
business lines​

FINANCIERS AND RESPONSIBLES

  • 27.5 CHF bn of total Group assets under management covered by ESG integration or SRI strategies
  • 98% of Edmond de Rothschild Asset Management (France)’s open-end funds having calculated their carbon footprint
  • 131 dialogue and engagement activities undertaken in 2020

INVESTING IN THE REAL ECONOMY

  • 3 billion CHF raised in 5 years for our infrastructure debt platform
  • Over 12 billion CHF under management and nearly 100 professionals dedicated to real estate
  • + €45 million invested in environmental liability management

CAPITAL HUMAIN

  • A dedicated fund to this theme based on quantitative research results
  • For every $1 million invested in our human capital fund, $18,000 goes directly to education
  • A particular attention to the continuous improvement of skills and knowledge with 28,940 training hours provided in 2020

COMMITMENT SHARED BY EMPLOYEES

  • An insetting program that has offset the emission of more than 12,000 tons of CO2 and planted nearly 50,000 trees
  • Programs that allow employees to engage in actions with a strong social and societal impact and to use each other’s skills and experience for philanthropic programs

OUR UNIQUENESS

Connaitre  
 

​INDEPENDENCE

We have the freedom to express our convictions, in keeping with regulatory requirements, with the support of a strong brand and family ownership.

CREATIVITY

Efficient client decision-making enables us to generate a high degree of synergy between our areas of expertise. We are creative and responsive in rolling out innovative solutions.

COMMITMENT

It is our responsibility to offer ​meaningful investments aligned with your values. We do not look for immediate results but choose to work for future generations. ​

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