Full-fledged
advice
“Sun” blown glass by artist Jeremy Maxwell, Four Seasons Hotel, Megève
Experienced teams at your service: Bespoke service
Each external asset manager is supported by a duo of complementary experts:
- A relationship manager in charge of developing a global vision of your collaboration. His role is to apprehend your precise expectations in order to provide you with a partnership setup and service offer that are tailored to your business model.
- A client manager who assists you on a daily basis. He deals responsively and efficiently with the requests related to your clients registered with Edmond de Rothschild.
Experienced teams at your service: Access to the full breadth of products and services of Edmond de Rothschild
Relationship and client managers are supported by dedicated advisors, giving you privileged access to our wide range of products and services. You benefit from their sharp expertise, their investment ideas, and their ability to build strong convictions, all within an open-architecture environment.
Experienced teams at your service: Operational optimisation of our partnership
You benefit from the support of a dedicated business management team for our partners, ensuring the implementation and regular monitoring of an operational model tailored to your needs.
Experienced teams at your service: Support at the highest level
Edmond de Rothschild is independent and family-owned , we are deeply committed to the external asset managers with whom we collaborate. Top management is always available to support you in achieving your goals and ready to respond to any particular request.
Close
to you
Detail of the wine cellar at Château Clarke, Listrac-Médoc
Local presence
You can count on a European network of approximatively 50 dedicated professionals, located in Switzerland (Geneva, Lugano and Zurich), Luxembourg, Monaco, Belgium and Spain.
Our teams are composed of seasoned professionals with in-depth understanding of local financial, legal and regulatory issues. They combine their local know-how with the Edmond de Rothschild global expertise to enable you to offer services tailored to your clients’ requirements.
Global skills
You benefit from the full breadth of the Edmond de Rothschild expertise.
Our solution-oriented teams draw on a strong internal network to coordinate your access to the various services: liquid investment, real assets, sociallyresponsible investment, mortgages and Lombard loans, wealth strategy, wealth solutions, macro-economic research, etc.
We see our collaboration with independent wealth managers as a long-term relationship as we believe this is the key to efficiency. Our partnerships are based on the core values of listening, trust and responsiveness.
We see our collaboration with independent wealth managers as a long-term relationship as we believe this is the key to efficiency. Our partnerships are based on the core values of listening, trust and responsiveness.