Asset management.

As an independent player, Edmond de Rothschild Asset Management pays close attention to changes in our world. Our convictions help our European and global clients thrive by investing in progress.

Asset management

Asset
Management

Detail of frosted glass plaque by artist Gilles Chabrier, bank salons, Geneva

As an independent asset management company dedicated to investment activities, Edmond de Rothschild Asset Management has been meeting the needs of a broad base of institutional clients, distributors, and intermediaries for several decades.

Thanks to the depth of our fund range, we are able to offer products that meet the specific needs of our clients.

We provide clear and consistent strategies for all asset classes, across both liquid and private markets, to give our clients access to complementary sources of performance.

From thematic equities to high-yield bonds, from European small caps to subordinated debt, our range of liquid products offers active management and exposure to both major markets and niche strategies, reflecting the diversity of our expertise.

We are also active in private markets, offering a diversified, high value-added portfolio across Private Equity, Real Estate, and Infrastructure Debt.

Our
clients

Our clientele consists of institutional investors (pension funds, retirement schemes, insurance companies) as well as distributors and financial intermediaries (private banks, fund selectors, wealth managers, and financial advisors) acting on behalf of private clients.

We are firmly established in Europe and have a presence in Latin America, the Middle East, and Asia, primarily through sales partnerships.

We offer our clients active management solutions based on strong convictions and a long tradition of research and innovation. Our strategies encompass both liquid assets and private markets, providing our clients with access to complementary sources of performance.

Institutional
Client

Intermediary
Client

Private
Client

Key figures

(31/12/2024)

101

Bn EUR under management

700+

Team members in asset management

300+

Investment professionals

20+

Distribution in countries worldwide

Expertise in major asset classes

Outlook
& news

Market Analysis

Market flash: Markets heave a huge sigh of relief after Washington and Beijing agree on a truce

16/05/2025

• The postponement of tariffs between the USA and China has brought relief to the markets, thereby reducing the likelihood of recession and inflation.
• April's economic releases from the US have not yet shown any impact related to tariffs, with CPI inflation holding steady at 2.3%. However, the PPI figures reveal a slight acceleration in the prices of imported goods.
• Government bond yields rose at the beginning of the week after the US-China truce, but the rise was held back by the US-Iran talks and US economic releases.

Whitepaper : Corporate Hybrid Bonds

15/05/2025

The corporate hybrid market, historically European centric, has reached the global
stage, providing investors and issuers once in a decade type of opportunities. This
asset class has taken off since 2012 and has become one of the fastest growing
credit segments. Ultimately, the instrument solved a real need for issuers: they could
now issue non-dilutive equity at a competitive cost, notably thanks to the tax deductibility of coupon in most jurisdictions. On the investor side, it also made sense
in a context of low interest rates in Europe following the debt crisis in peripheral
countries.

EdR SICAV European Smaller Companies: Leverage fresh economic momentum in Europe

13/05/2025

Europe is entering a new phase of massive investment supported by the historic rearming and infrastructure spending plans announced recently by Germany and the European commission. This major turnaround is part of broader efforts to support reindustrialisation, technological innovation, and economic sovereignty.
It also offers a highly attractive environment for Europe’s small and mid-sized companies, particularly as their cyclical and domestic profile should allow them to fully reap the benefits these investment plans will generate for the Eurozone’s economy.

Market Analysis

Market flash: Markets keep their cool despite several central bank meetings

09/05/2025

• A meeting scheduled for this weekend between US and Chinese delegations suggests that both countries are ready to negotiate.
• Divergences are appearing among central banks: the Bank of England has cautiously cut rates, while the Fed has chosen to maintain rates, navigating between signs of slowing growth and inflationary pressures.
• In Germany, Friedrich Merz was elected Chancellor after two votes in Parliament, an unprecedented event, but his determination reassured investors of future political stability.

Asset management.

As an independent player, Edmond de Rothschild Asset Management pays close attention to changes in our world. Our convictions help our European and global clients thrive by investing in progress.