A company like ours is not a bank like any other. We have to live up to the trust that has been placed in us for centuries. So we are very demanding. We invent and design investment solutions, we select assets that create virtuous differences, we create or join financing vehicles with one obsession: that they perform well for our customers and represent something that defines them. We are a benchmark player in private banking and asset management, because we do so with the sustainability of wealth at our heart. We have been around for a long time, and for a long time to come.
Our investment House
at the service of family finance
Private
banking
Finance can offer more than just a return, it can create lasting wealth and do useful
work.
Asset
management
Investing and participating in the progress of the world and that of our customers is a well-established tradition.
Corporate
finance
We support family businesses and investment funds in all their capital-raising and financing operations.
External asset
manager
We offer asset managers the opportunity to provide their clients with creative and diversified solutions with high added value.
Our
ecosystem
Bankers, sailors, philanthropists, farmers, hoteliers, winegrowers - our ecosystem serves the bold and their creativity.
Sustainable
development
Being genetically responsable in our nature, we are accountable for the future, and that's the most beautiful legacy there is.
Key figures
(31/12/2024)
184
CHF billion in assets
19.7%
Solvency ratio (FINMA ratio)
2700
Employees
7
Business
100%
Family
- CHF 27.1 billion of Edmond de Rothschild assets managed according to responsible investment strategies
- An involved investor with our SRI team participating in 178 company meetings on exclusively ESG or mixed ESG and financial themes in 2022
- CHF 5.1bn raised since 2014 for our infrastructure debt platform and 100% of assets managed according to ESG policies
- CHF 13 billion under management and almost 130 property professionals
- A dedicated fund based on quantitative research
- A unique corporate culture to continuously improve the employee experience
- A particular focus on training within Edmond de Rothschild: 99% of employees had taken at least one training course by 2022
- An Insetting programme that has offset the emission of more than 12,000 tonnes of CO2 and planted nearly 50,000 trees.
- Community involvement programmes enabling employees to put their skills at the service of philanthropic programmes