Securing your
wealth planning strategy
Demolding of the glazed stoneware pot of Château Clarke candles
Anticipating the future
You want to increase your capital, plan additional income, optimise the transmission of your wealth, ensure the protection of your beloved ones...As an essential pillar of your wealth strategy, life insurance and capitalisation contracts are particularly interesting solutions to enable you to achieve your long-term goals, while benefiting from an advantageous tax and legal framework.
Flexible and tailored solutions
Edmond de Rothschild has developed a high-end products and services offer which is intended specifically for clients with significant assets. Your private banker gives you access to customised life insurance or capitalisation solutions, whether it be through bespoke structuring of your contracts or financial management of your assets.
Your life insurance solutions
from the simplest to the most sophisticated
At the heart of our approach: customisation.
We build bespoke, adaptable, and diversified life insurance and capitalisation products that take into account your global wealth planning strategy, your projects and your risk tolerance.
Edmond de Rothschild gives you access to an extensive choice of life insurance or capitalisation contracts, and investment support covering all types of needs.
Together, we define which ones suit you best in order to design solutions tailored to your specific goals:
- Multi-support and multi-manager policies.
- Capital guaranteed contracts within the scope of unit investments.
- Loyalty bonus policies.
- Diversified policies.
- Policies registered in France and Luxembourg.
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First-class expertise
for your wealth.
Open architecture: your wealth deserves the best.
We give you access to the leading French and Luxembourg insurance companies. Following an open architecture approach, our life insurance specialists select and combine for you the best products on the market to meet your specific needs.
Global approach: managing your wealth requires a comprehensive approach.
When it comes to defining your life insurance solutions, we take into account all the financial, tax and legal issues specific to your situation. Your private banker works closely with the relevant experts across Edmond de Rothschild to ensure the overall long-term consistency of your wealth strategy.
Innovation: your wealth is complex and in constant evolution.
It gives rise to specific questions and challenges. Standing by our tradition of innovation, we call on our full breadth of expertise to design exclusive solutions that cover all types of needs, even the most atypical.
Independence : your assets require the objective eye of experts.
Our broker Edmond de Rothschild Assurance Conseils is totally independent from the insurance companies we select. This, combined with the breadth of our offer, is a guarantee for both, objective advice and access to the best opportunities on the market.
Digital: managing your wealth should be simple and digital.
We offer solutions that allow you to carry out your main transactions digitally with electronic signature on a wide range of contracts.
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Edmond de Rothschild Assurances et Conseils
Edmond de Rothschild Assurances et Conseils