External asset managers.


Trust is the key to building a lasting, fruitful, and pleasant relationship. This is why Edmond de Rothschild supports you each and every day by giving you access to all our services and expertise so that you can meet your clients’ demands and overcome every challenge you face.
Detail of a light fixture by designer Philippe Druillet, bank salons, Paris

Guiding
you

By choosing Edmond de Rothschild as your partner, you are aligning with a solid bank and a strong, internationally recognized brand that has earned the trust of a highly discerning clientele.

We are more than just a bank. We are part of a whole, an ecosystem where businesses, builders, farmers, creators, financiers, philanthropy, the past, present, and future interact.

All our worlds come together to contribute to the unique experience you offer your clients.

​At Edmond de Rothschild, we believe that a productive partnership is always founded on trust and mutual respect. It is nurtured through privileged relationships with our team of experts exclusively dedicated to external asset managers.

For more than 30 years, this team has been fully integrated into the private bank, with the unwavering commitment to scrupulously respect the fundamental measures of confidentiality. Our experts offer you bespoke advice by coordinating your access to the full spectrum of Edmond de Rothschild expertise with the constant aim to meet your specific needs and those of your clients.

Beyond the usual custodian bank services, you enjoy access to cutting-edge products and services that leverage our whole Edmond de Rothschild capacities. You benefit from all the expertise and tools you need to fulfil your clients’ expectations and to develop your business.​

A conviction-driven
investment House

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Independence
Through Edmond de Rothschild, your clients gain access to an investment House that expresses strong convictions, in keeping with regulatory requirements, with the support of a strong brand and family ownership. All of our investments embody strong convictions that contribute to building the world of tomorrow.

Creativity
Our decision-making process enables us to generate a high degree of synergy between our areas of expertise and the different departments of the bank. Our dedicated teams are creative, flexible and responsive in setting up solutions tailored to the most complex situations.

Commitment
Our dedicated teams are fully committed to providing you with solutions adapted to your business model, on a daily basis and over time. Your issues evolve. Drawing on our entrepreneurial approach, we harness all our areas of expertise in order to anticipate these changes and to always provide you with the most relevant solutions.

Key figures

(31/12/2023)

Icon Edr Assurances Conseils 01
2600
Collaborators
Icon Gerants Patrimoine Ext 02
7
Business lines
Icon Corporate Finance 01
+50
Employees dedicated to external asset managers
Icon Banque Privee 01
100%
Family-owned
Icon Invest Responssable 02
163
CHF BN of assets
Icon Invest Responssable 01
21.2%
Solvency ratio* *finma ratio