​​​​​​​​​​​​​PORTFOLIO MANAGEMENT​​​

​​​​​​​​​​​​​PORTFOLIO MANAGEMENT​​​

Managing your investments requires taking a personalised, global and long-term view of your assets.

At Edmond de Rothschild, we combine the full breadth of our expertise to offer you tailor-made solutions that meet your objectives for preserving and developing your wealth.

You can choose to stay actively involved in the management of your portfolio or to entrust this to our experts. Whatever your choice, we share with you our investment convictions with an unwavering aim: to build strategies that combine performance and impact.

ADVIC​E AND  EXPERTISE

BESPOKE SUPPORT

YOUR NEEDS

It is our responsibility to offer you meaningful investments aligned with your values.

Before defining your solution, we take the time to get to know you. This is a fundamental step for analysing your situation, understanding your needs with an overall view of your wealth, and giving you access to new perspectives.

YOUR INVESTMENT SRATEGY

Together, we define an investment strategy that takes into account your risk tolerance, return objectives and preferences. You then choose the solution that suits you best, depending on how involved you wish to be in your investment decisions: advisory or discretionary portfolio management.

CONVICTION-DRIVEN INVESTMENTS

PERFORMANCE AND IMPACT

We take an active, conviction-based approach to investing. Our investment decisions reflect clear and transparent positions, oriented towards the long term, and combining performance with impact on the world around us.

DIVERSIFICATION OF RETURNS

Our aim is to enable you to diversify your sources of performance within your portfolio. Our investment experts take a holistic approach to constructing portfolios that cover all asset classes, which we combine according to your specific needs.

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​​​CHOOSE A DISCRETIONARY MANDATE

 

With a discretionary mandate, you hand over the management of your assets to the experts of the Edmond de Rothschild group. Your investments are managed on a daily basis by financial markets professionals, allowing you to you gain time and peace of mind.


WE MANAGE YOUR ASSETS ACCORDING TO YOUR GOALS

We set ourselves an unwavering objective regarding our mandates: designing investment solutions that fully reflect your needs and make sense to you.

Your advantages:

An in-depth understanding of your expectations and your global wealth planning needs, over the long term.

Customised investment strategy, tailored to reflect your return objectives, risk tolerance and requirements.

Access to a wide array of asset classes across public and private markets allowing you to diversify your sources of performance.

Active and conviction-based investment management, breaking away from short-term financial markets trends.

Personalised support, based on dialogue, trust and transparency.

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​​​​CHOOSE AN ADVISORY MANDATE

With an advisory mandate you stay involved in the management of your financial assets, while benefiting from the sup​port and advice of a team of investment professionals.

WE ADVISE, YOU DECIDE

You maintain full control of your portfolio, while drawing on high-quality targeted advice from the Edmond de Rothschild's investment experts. They share their analyses, convictions and investment insights with you, according to the level and frequency of engagement you have defined:

Personalised asset allocation reflecting your performance objectives, risk appetite and convictions.

Construction of your portfolio and sharing of investment recommendations.

Monitoring of positions and advice to make adjustments according to the evolutions in markets or in your situation.

​Access to our expertise across all asset classes and targeted advice (analysis, investment outlook and ideas).​

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OUR COMMITMENT FOR YOU

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A FORWARD-LOOKING RELATIONSHIP

Our ambition is to help you build your future. In a world marked by constant change, we set our focus on the future right from the outstart and we strive to always keep a watchful eye on the evolution of your needs.

HOLISTIC APPROACH TO YOUR WEALTH

We take a holistic approach to your assets. Your dedicated banker works closely with a wealth engineer to ensure the global coherence of your overall wealth.

PERSONALISED ADVICE

You entrust us with more than just your assets. You share with us your values, your convictions and your projects. This is why a thorough understanding of your specific needs is our foremost concern. We nurture close relationship with each of our clients based on trust, availability and transparency.​​

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​​​​​​key figures ​AT 31/12/2023​

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140​​​                                       
Investment professionals dedicated to the private bank                                      
                                  
                                      
 
 
27​                                       
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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