Supporting you in
your business
Crew of the Maxi Edmond de Rothschild, winner of the Arkea Ultim Challenge - Brest
You are committed to providing your customers with the best quality of service and supporting them over the long term in achieving their goals. So are we.
Our teams of professionals dedicated to external asset managers are there to help you develop your business. They enable you to nurture the independence that is dear to your profession while benefiting from the support of a strong and forward-looking recognised by the most demanding clients.
We give you exclusive access to a range of high-performance products and services, capitalising on all Edmond de Rothschild businesses and tailored to meet your needs.
Discover our
services
Detail of stained glass door frames, bank salons, Geneva
Custodian bank
We provide the whole range of custodian banking services. You and your clients
benefit from our global reach, the strength of Edmond de Rothschild and a proven tradition of risk control, in compliance with the latest regulatory standards and our internal ethical principles.
Your book at a glance
You have direct and independent access to your client portfolio.
Our highly secure dedicated digital platform provides you with the whole set of features and information you need to manage your day-to-day business with maximum efficiency. In particular, we are able to exchange data, securely, to the highest industry standards.
Our online tool allows you for example to have access to a detailed view of all your clients’ accounts in real time, to download data on portfolio performance, positions or movements, and to quickly execute trading orders.
Direct access to the trading room
Under certain conditions, you have direct access to our traders to enjoy maximum flexibility and freedom if you want to place orders yourself or benefit from hands-on information, in real time.
Our areas
of expertise
Our teams of experts dedicated to external asset managers provide you with exclusive access to advice and support enabling you to meet your clients’ expectations through a global approach to their financial and wealth planning goals.
Investments & forex advisory
Structured products advisory
Financing advisory
Wealth planning
Insurance
Philanthropy
Active and conviction-driven management based on boldness, committed choices and long-term value creation. Our investment solutions span all asset classes, enabling your clients to benefit from multiple and complementary sources of performance.
Traditional « long only » investment funds
Real estate
Private Equity
Infrastructure
Responsible investment
Our experts share with you their analysis and investment convictions for you to always be on the cutting edge of your advice.
Your dedicated contacts give you access to everything you need to stay on top of market conditions, economic forecasts and major trends.
Find all our economic and investment research publications and events in the News section.
We have been working with the Edmond de Rothschild for over twenty years, thus finding a trustworthy and respectful partner with whom we share the same language.
Prime Partners (Geneva)
We have been working with the Edmond de Rothschild for over twenty years, thus finding a trustworthy and respectful partner with whom we share the same language.
Prime Partners (Geneva)