​​​​​​​​​​​​​​​​​EDMOND DE ROTHSCHILD ​​ASSURANCES​ ET CONSEILS

​​​​​​​​​​​​​​​​​EDMOND DE ROTHSCHILD ​​ASSURANCES​ ET CONSEILS

​​Edmond de Rothschild Assurances et Conseils (France) supports institutional and independent wealth management professionals in the implementation and management of life insurance and capitalisation policies tailored to the specific needs of their clients.

We work in partnership with the main insurance companies in France and Luxembourg ​to offer customised solutions designed to meet the rising expectations of policyholders.

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​​​OBJECTIVE AND INDEPENDENT ADVISORY SERVICE

Your clients are increasingly well-informed and demanding in terms of diversification of their investments.

Your objective is to meet these heightened requirements.

Our team of 30 experts specialised in insurance engineering stands ready to assist you in implementing top-of-the-range, ​​customised contracts that enhance the expertise and flexibility with which you meet your clients’ requirements. We facilitate your access to the major insurance companies on the market to cover your full spectrum of needs, ranging from the simplest to the most sophisticated.

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SERVICES FOR INVESTMENT ​​ ​PROFESSIONALS

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We provide a complete, exclusive range of life insurance policies from major insurance companies in France and Luxembourg, under the Edmond de Rothschild Group name and tailored to meet your specific requirements.

We negotiate new partnerships with insurance companies on a regular basis to expand the range of policies we can offer and always stay at the forefront of a rapidly-evolving industry.


A LARGE RANGE OF PR​ODUCTS

Multi-support and multi-manager policies

Policies offering financial management or advisory services from an asset allocation expert

Personalised management policies ("mandate" management) with major French asset managers

Contracts offering a wide array of investment choice spanning real estate, Private Equity and structured products

Policies with guaranteed revenue/returns invested in the Euro fund of the selected insurance company

Capitalisation policies for legal entities

Luxembourg-based policies, policies which can be adapted to the policyholder's country of residence

Contracts with free management based on expert advice (automatic arbitration)

Differed profit-sharing policies​

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​OUR EXPERTS BY YOUR SIDE

Our commitment? To advise you each step of the way to design, with you, the solution best suited to your needs, from the simplest to the most sophisticated.

TAILOR-MADE ADVICE

Right from the outset we have a clear objective: understanding precisely your needs in order to offer you a targeted and personalised solution. We take account of all the parameters to define the solution that will enable you to meet your clients' specific expectations. We regularly reassess the situation to ensure we stay in line with the evolution of your needs.

DAY-TO-DAY EFFICIENCY

Our aim is to make your day-to-day work easier so that you can concentrate on your core business: advising your clients. You benefit from personalised sales and technical support from our advisors who relieve you of the administrative follow-up of your files with insurers.

You have access to a dedicated extranet website site which provides you with all relevant policy and sales documentation as well as regulatory information.

ONLINE SUBSCRIPTION

We offer the possibility of subscribing online to several of our life-insurance or capitalisation policies, for individuals or legal entities. This digital subscription with electronic signature provides you with access to the full breadth of products and options available in our policies, and enhances your experience as well as that of your clients.​

​​​​​​key figures​at 31/12/2023

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2.1bn€​​​                                              
Net new money per year                                             
                                              
 
 
14bn€                                              
Assets under management                                             
                                             
                                              
 
 
300                                              
Partners                                             
                                              
 
 
48                                               
Collaborators                                             
​
                                             
                                              
 
 
2.1bn€​​​                                              
Net new money per year                                             
                                              
 
 
14​​bn€                                              
Assets under management                                             
​                                             
                                              
 
 
300                                              
Partners                                             
                                              
 
 
48​                                               
Collaborators                                             
​
                                             
                                              
 
 
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