​​​​​​​​​​Private ​ Banking​​​​​​​​​​

​​​​​​​​​​Private ​ Banking​​​​​​​​​​

Edmond de Rothschild is a conviction-based​ investment house driven by the firm belief that wealth is not an end in itself but an opportunity to build the future. Yours and that of future generations.

This is the philosophy that guides u​s when advising you. We draw on over 250 years of financial tradition and innovation to assist our clients on the preservation, development and transmission of their wealth, through solutions that combine long-term performance with a positive impact on the world around us.

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HELPING YOU  TO MAKE THINGS HAPPEN

A FORWARD-LOOKING RELATIONSHIP

From our very first meeting, we focus on the future. We take a multi-generational view to ensure that the decisions made today are the right ones for tomorrow.

CONSTANTLY EVOLVING SUPPORT

Your needs and expectations evolve. Our role is to anticipate these changes in the best way possible. Drawing on our entrepreneurial approach, we rapidly mobilise our expertise to provide you with the most appropriate solutions.

GLOBAL VIEW OF YOUR ASSETS

Taking a global approach is paramount to managing your wealth efficiently. Our combination of business lines and expertise enables us to build solutions taking into consideration your total wealth. Our advice takes a holistic view​ of your personal and business assets.

CONVICTION-BASED INVESTMENT

We do not invest in index funds. We keep a close eye on economic, social and environmental transformations so we can help you give meaning to your investments and stay connected to the real economy.​

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​​​​A CONVICTION-DRIVEN ​INVESTMENT HOUSE

INDEPENDENCE

Our Group is 100% family-owned and independent. This gives us the freedom to take a long-term view that is aligned with our clients' interests, and to develo​p innovative solutions that combine performance and impact.

CREATIVITY

We endeavour to always be creative, flexible and responsive, whatever your needs. Our decision-making processes are efficient and our teams driven by the desire to innovate while controlling risks.

COMMITMENT

It is our responsibility to offer you meaningful investments aligned with your values. Your dedicated private banker develops an in-depth understanding of your situation and expectations by offering you long-term support and ​commitment.​

SUSTAINABILITY

We firmly 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.


 

A UNIQUE ECOSYSTEM

Bankers, sportsmen, philanthropists, farmers, hoteliers and winegrowers... our Group forms a unique ecosystem of women and men driven by the same ambition: to build the future.

All of our activities reflect our entrepreneurial spirit and demonstrate our desire to make an impact, to pass on and modernise a legacy. They contribute to the unique experience we wish to offer our clients by giving them access to our ecosystem and sharing our ​vision of the world.

 

Key figures
at​ 31/12/2020​

100%​​​                                                        
Family-owned
                                                       
                                                       
 
 
77                                                        
bn CHF in assets                                                       
                                                       
 
 
140                                                        
Investment professionals dedicated to private banking                                                       
                                                       
 
 
26                                                        
Offices throughout the world                                                       
                                                       
 
 
250                                                        
Years of financial history                                                       
                                                       
 
 
100%​​​                                                        
Family-owned
                                                       
                                                       
 
 
77                                                        
bn CHF in assets                                                       
                                                       
 
 
140                                                        
Investment professionals dedicated to private banking                                                       
                                                       
 
 
26                                                        
Offices throughout the world                                                       
                                                       
 
 
250                                                        
Years of financial history                                                       
                                                       
 
 
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