​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​PRESER​​VE ​​ YOUR ASSETS​​​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​PRESER​​VE ​​ YOUR ASSETS​​​

At Edmond de Rot​hschild, we draw on more than 250 years of excellence in investment to support you in the development and preservation of your wealth in the long term, throughout generations.

​We offer you tailor-made solutions by combining the best of liquid and real assets in order to give you access to diversified and risk-adjusted sources of performance.​
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​​​​​​​​​TAKING A LONG-TERM VIEW TOYOUR WEALTH

Your wealth is precious. It has been built up over time and your priority is to continue to develop it while at the same time protecting it. Throughout six generations, our solidity, our trajectory and our convictions have demonstrated our unwavering commitment to advising you with the boldness and prudence required to manage your assets over the long term.

For us, helping you to develop and preserve your assets means above all:​

Understanding thoroughly your needs. Whatever the portfolio management solution you choose, we help you to navigate the complexity of financial markets. Your dedicated private banker helps you define an investment strategy that is in tune with your global wealth planning​.

Capturing growth opportunities while applying a holistic approach to risk management in order to increase the resilience of your portfolios.

Sharing our convictions with you to give life to yours. Through investments anchored in the real economy, which combine performance and impact.​​

Giving you access to the expertise of over 140 investment professionals dedicated to private banking located across 26 countries, who will support you in your decisions.

​​​

​​INVESTING TO MEET​ YOUR OBJECTIVES​

CONVICTIONS

We take an active, conviction-based approach to investing. Our investment decisions reflect clear and transparent positions which aim for long-term performance, irrespective of short-term market trends.

PERSONALISATION

We select for you the best investment vehicles available on the market to build creative solutions tailored to your needs. From the simplest to the most sophisticated.

SUSTAINABILITY

We believe that what is sustainable is profitable, and anything that is profitable should be sustainable. For us, profitability is about the long term and must be associated with a positive impact on the world around us.​

OUR INVESTMENT​ APPROACH

 

DIVERSIFYING YOUR SOURCES OF PERFORMANCE

Our investment philosophy is based on a holistic approach composed of three complementary pillars that allow us to cover all market opportunities in the short, medium and long term as well as to diversify risks.


PILLAR 1 / STRATEGIC ASSET ALLOCATION

We define your strategic allocation by integrating a long-term prospective analysis that is underpinned by a precise and regular analysis of macroeconomic dynamics. This allocation takes into account your risk profile, your return objectives and your preferences. It can include products across all liquid and real asset classes in order to diversify your sources of performance.


PILLAR 2 / STRUCTURAL TRENDS ALLOCATION

We are convinced that a portfolio achieves better performance if exposed to the major disruptive forces that transform and shape society. Smart-farming, digital, cyber security, telemedicine, and healthcare revolution... our experts have defined major structural trends for which we identify medium and long-term growth opportunities.


PILLAR 3 / OPPORTUNISTIC ALLOCATION

Thanks to a tactical approach, we capture short-term opportunities that may arise in the markets.​


​​RESPONSIBLE  ​INVESTMENT

For more than 250 years, the Edmond de Rothschild group has supported the main changes that have shaped our society with the firm belief that wealth is not an end in itself, but an opportunity to move the world forwards. Responsible investment is therefore a natural part of our investment philosophy.

AN INVESTMENT CONVICTION

For us, sustainability and performance go hand in hand. They are intrinsically linked to each o​ther.

We are deeply convinced that sustainable companies are more profitable and resilient in the long term. Through our responsible investment offer, you benefit from access to these opportunities, while making a positive impact on the world of tomorrow.

EACH NEED

We provide you with tailored advice to build sustainable portfolios that meet your return objectives and risk tolerance while reflecting your convictions.

Our investment approach embeds extra-financial criteria, known as ESG (Environmental, Social and Governance) at different levels and across all asset classes.

Our offer is composed of:

Funds that invest in best-in-class or best-in-​universe sustainable companies.

100% SRI funds that integrate environmental, social and governance (ESG) issues across the overall investment process.

Thematic strategies that seek to invest in sectors developing solutions to major sustainability issues.​

​Impact strategies targeting companies whose primary purpose is to have a positive social and environmental impact.


 

​​​​​​Key figures  ​at 31/12/2021​​

140​​​                                                        
Investment professionals dedicated to the private bank
                                                       
                                                       
 
 
26                                                        
Offices throughout the world                                                       
                                                       
 
 
250                                                        
Years of financial history                                                       
                                                       
 
 
140​​​                                                        
Investment professionals dedicated to the private bank
                                                       
                                                       
 
 
26                                                        
Offices throughout the world                                                       
                                                       
 
 
250                                                        
Years of financial history                                                       
                                                       
 
 
 
 
 


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