Why invest in
real assets
Facade, Geneva
Diversify your sources of performance
Real assets play an important role in diversifying returns and risks.
They offer an attractive and durable source of additional performance over the long term, for investors with a long-term investment horizon, particularly in an environment of low interest rates and rising inflation.
Finance the real economy
Real assets contribute to building the world of tomorrow.
Our range of investment solutions enable you to participate in this construction by financing real estate, infrastructure and investment projects selected for their contribution to the challenges of today's world and their positive impact on society as a whole.
House expertise
As an innovative and visionary investment house, we have lived through the challenges posed by entrepreneurship, infrastructure and the singularities of our world for over 250 years. These have enabled us to gain a deep understanding of the issues at stake, both in the past and for the future.
Over the years, with this unique position, we have built an international team of over 300 experts in Real Estate, Private Equity and Infrastructure Debt, with a close ear to the ground to ensure we select the most attractive opportunities and those best suited to your wealth management strategy..
Our areas of
real assets
Invest in real estate through a variety of solutions contributing to the major transformations in the sector whether in terms of land-use planning, the development of new innovative and sustainable buildings, or the renovation and energy optimisation of obsolete buildings.
We bring together a full range of technical, financial, legal and strategic skills to advise you across the whole real estate value chain. Our operational capabilities are aimed at identifying opportunities and generating value in all types of real estate assets and investment funds.
Invest in unlisted companies with high potential, supporting them in their development and transformation.
We deploy a unique partnership model which leverages the industrial and financial expertise of dedicated teams to co-develop innovative strategies, source of added value for our clients. Our strategies are designed to meet future challenges and target a positive economic, social, environmental and governance impact.
Invest in infrastructure that is essential to the proper functioning and growth of our society, and benefit from the value potential generated by these assets.
Our infrastructure debt solutions allow you to invest with impact while benefiting from significant diversification potential and returns over the long term. Edmond de Rothschild is one of the leading European players in this market segment.
Responsible
investments
Beehives, Château Clarke, Listrac-Médoc
Forward-looking strategies
We embrace the global trends that are shaping tomorrow's world and anticipate economic, social and environmental developments in order to be a driver of change.
Conviction-based investments
Our highly qualified and specialised teams focus on segments with high value-creation potential and on which we have strong convictions.
Risk-adjusted returns
Integrating environmental, social and governance (ESG) issues into the analysis and investment processes is central to our approach. We target sustainable growth, combining long-term performance with a positive impact.
Detail of frosted glass plaque by artist Gilles Chabrier, bank salons, Geneva
We guide you
at every stage.
A wide choice of solutions
From co-investment and investment through partnerships to personalised mandates and direct investments, you have the choice of different options depending on the asset class, your objectives, the investment amount, the desired degree of involvement, and the risk level that you are prepared to take on.
Custom advisory
Whatever your needs, Edmond de Rothschild's experts will help you define the solution that is right for you. They take into account your overall wealth situation over the long term and possible investments in liquid assets for optimal investment diversification.
A complete service
Our support:
- Sourcing of assets through of Edmond de Rothschild unique and extensive network.
- Ensuring the alignment of interests of all stakeholders and marketing opportunities according to the needs of investors.
- Structuring suitable vehicles and appropriate financing solutions.
- Execution of the transaction with the client from A to Z for a seamless experience, in partnership with Edmond de Rothschild investment specialists.
- Post-investment monitoring, reporting and organisation of investment-related events.
Key figures
(31/12/2023)
21.6
Bn€ AUM in Real Estate, Private Equity and Infrastructure Debt
+350
Professionals specialised by area of expertise