​​​​DEVELOP​ ​YOUR ASSETS​​​

​​​​DEVELOP​ ​YOUR ASSETS​​​

Edmond de Rothschild supports their private clients’ financing needs.

Credit is a valuable tool for managing and developing your wealth. Because each case is unique, we understand your needs to identify a personalised credit solution that takes into account your overall long-term wealth strategy.

​​​​​EXPANDING YOUR HORIZONS​

                                
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Freeing up liquidity, financing a real estate acquisition, seizing opportunities, diversifying your investments or generating leverage to enhance return on your portfolio... ​using credit is a valuable way to open up your field of action and to bolster your investment strategy.

It provides you with the agility and flexibility you may need to finance your ​projects, without having to sell all or part of your long-term assets.

Edmond de Rothschild supports you in achieving your goals through various financing solutions designed for clients who require top-notch expertise to meet their needs. ​​

​OUR FINANCING SOLUTIONS

 

Credit solutions backed by different types of assets and tailored to your needs.

LOMBARD LOANS

Credit backed by a portfolio invested in marketable securities held with Edmond de Rothschild in order to meet your liquidity needs, add leverage to your portfolio or finance investments.

LIFE INSURANCE

Credit backed by a life insurance policy. The life insurance contract can be invested in many ways​ (euro funds, single investment vehicle managed by the insurance company, unit-linked, etc.) and in multiple assets, with or without an investment mandate.

RESIDENTIAL REAL ESTATE

Credit backed by a residential property for own use located in prime locations in Switzerland, France, London, Luxembourg and, more recently, Spain or Portugal.

HIGH YIELD REAL ESTATE

Credit backed mainly by a residential or mixed-use property located in prime locations in Switzerland, France, London and Luxembourg.

OTHER FINANCING NEEDS

Other types of financing can be considered on a case-by-case basis, with potentially privileged access to external lenders. These solutions include the following:

  • Lombard loans backed by illiquid or concentrated assets,
  • French mortgage loans,
  • Commercial property loans,
  • Property loans backed by real estate assets.

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​​​EXPERTISE,​  FLEXIBILITY, CUSTOMISATION

TAILORED SOLUTIONS

A wide range of tailored solutions created to meet the needs and expectations of our private clients.

We work together to identify the best credit offer that will enable you to achieve your goals while taking a comprehensive ​approach to the management of your wealth.

EUROPEAN ​OFFER

Privileged access to all our European real estate experts and our credit offering, including mortgages.

EXPERIENCED CREDIT ADVISORS

A team of dedicated credit structuring professionals who coordinate the entire credit implementation process.

Our credit experts work closely with your banker and your wealth advisor. They carry out an in-depth analysis of your financial situation, your repayment capacity​ and your level of guarantee in order to structure a solution tailored to your specific needs.

REAL ESTATE EXPERTISE

Capitalisation on the Group's unique real estate expertise in financing high-end residential and mixed-use property assets.

Our Group brings together a set of technical, financial, legal and strategic skills to assist you throughout the entire value chain of your real estate projects.

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Understanding your needs is our priority. We take the time to analyse your situation thoroughly to offer you a customised financing solution that meets your immediate needs, while contributing to your long-term goals.​

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Christian Scha​er, Head of Credit​​​​​​
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