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

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

Edmond de Rothschild is a ​conviction-based investment house founded on the belief that wealth need to be used to build tomorrow.

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
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​​​​COMEX

GROUP​

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


​
Comité  

Ariane de Rothschild

Chief Executive Officer​ Group
​
​Zaire, Bangladesh, Colombia: her cosmopolitan childhood was made of travels. After studying business in Paris and a MBA from Pace University, she began her career in the early 1990s in New York, first at Société Générale and then at AIG, at the heart of the global changes driven by finance. Married to Benjamin de Rothschild, she first reorganised the foundations, wine, farm and hotel activities and invested in the Gitana Team to build the new generation of transatlantic flying boats. From 2015, she gradually took over the reins of the bank, transforming it into a banking group, positioned as a conviction-driven investment house.
​Driven by her knowledge of emerging market, her experience in philanthropy, and the conviction that responsible finance can change the world, Ariane de Rothschild has resolutely oriented the group towards impact investing. Topics such as the dialogue of cultures, education, the environment, the place of women, art, economic and social development as well as the responsibility of passing on the legacy form her philosophy and feed her action.
​She has been CEO of the Group since March 2023.
Comité  

Cynthia Tobiano

Deputy CEO Group
Comité  

Benoit Barbereau

Chief Operating Officer
​Comité  

Christophe Caspar

Chief Executive Officer
Asset Management
Comité  

Philippe Cieutat

Chief Financial Officer
Comité  

Pierre-Étienne Durand

​ ​Chief Strategy and
Communication Officer​​​
​​ ​
Comité  

Jean-Christophe Pernollet

Chief Risk Officer
Comité  

Stéphane Voyer

Chief Human Resources Officer​​
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​​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 31/12/202​​​3

chiffres  
100%
family-owned​
chiffres  
163
CHF bn IN ​assets ​
​​
chiffres  
21.2​%
solvENCY RATIO​
chiffres  
26​00
collaborators
chiffres  
7​
business lines​
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FINANCIERS AND RESPONSIBLES

  • 27,1 billion CHF of total Group assets under management covered by ESG integration or SRI strategies
  • An involved investor with the participation of our SRI team in 178 company meetings on exclusively ESG or mixed ESG and financial themes in 2022

INVESTING IN THE REAL ECONOMY

  • 5.1 billion CHF raised since 2014 for our infrastructure debt platform and 100% of assets managed according to ESG policies
  • Over 13 billion CHF under management and nearly 130 professionals dedicated to real estate

HUMAN CAPITAL

  • A dedicated fund based on quantitative research
  • A unique corporate culture to continuously improve the employee experience
  • A focus on training within the Group: 99% of employees have attended at least one training course in 2022

COMMITMENT SHARED BY EMPLOYEES

  • An insetting program that has offset the emission of more than 20,000 tons of CO 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

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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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