Before delivering advice,
we listen
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Bespoke support: We take the time that is needed to understand 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.
Bespoke support: Implementing your strategy
Together, we define and implement 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.
Conviction-driven investments: Diversification of your sources of returns
Our aim is to enable you to diversify your sources of performance within your investments. Our experts take a holistic approach to selecting investments that cover all asset classes, which we combine according to your specific needs.
Choose a
discretionary mandate
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With a discretionary mandate, you hand over the management of your investments to Edmond de Rothschild experts. Your investments are managed on a daily basis by financial markets professionals, thanks to a disciplined approach and a proven investment process. You gain time and peace of mind.
We manage your investments 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.
Choose an
advisory mandate
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With an advisory mandate you stay involved in the management of your investments, while benefiting from the support 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 investments 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).
What distinguishes
us
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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.
A holistic approach to your investments
We take a holistic approach to your investments. Your private banker works closely with a wealth engineer to ensure the global coherence of your overall wealth.
A personalised advice
You entrust us with more than just your investments. 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.
Key figures
(31/12/2023)
27
offices throughout the world
250
years of financial history
140
Investment professionals dedicated to the private bank