Asset management.

As an independent player, Edmond de Rothschild Asset Management pays close attention to changes in our world. Our convictions help our European and global clients thrive by investing in progress.

Asset management

Asset
Management

Detail of frosted glass plaque by artist Gilles Chabrier, bank salons, Geneva

As an independent asset management company dedicated to investment activities, Edmond de Rothschild Asset Management has been meeting the needs of a broad base of institutional clients, distributors, and intermediaries for several decades.

Thanks to the depth of our fund range, we are able to offer products that meet the specific needs of our clients.

We provide clear and consistent strategies for all asset classes, across both liquid and private markets, to give our clients access to complementary sources of performance.

From thematic equities to high-yield bonds, from European small caps to subordinated debt, our range of liquid products offers active management and exposure to both major markets and niche strategies, reflecting the diversity of our expertise.

We are also active in private markets, offering a diversified, high value-added portfolio across Private Equity, Real Estate, and Infrastructure Debt.

Our
clients

Our clientele consists of institutional investors (pension funds, retirement schemes, insurance companies) as well as distributors and financial intermediaries (private banks, fund selectors, wealth managers, and financial advisors) acting on behalf of private clients.

We are firmly established in Europe and have a presence in Latin America, the Middle East, and Asia, primarily through sales partnerships.

We offer our clients active management solutions based on strong convictions and a long tradition of research and innovation. Our strategies encompass both liquid assets and private markets, providing our clients with access to complementary sources of performance.

Institutional
Client

Intermediary
Client

Private
Client

Key figures

(31/12/2024)

101

Bn EUR under management

700+

Team members in asset management

300+

Investment professionals

20+

Distribution in countries worldwide

Expertise in major asset classes

Outlook
& news

Investment Strategy

House View : Outlook & Convictions for the second half of 2025

02/07/2025

Asset allocation : Undaunted markets in a changing world
Benjamin Melman, Global CIO AM

The credit market, a new safe haven for investors!
Alain Krief, Head of Fixed Income

European equities, a powerful new narrative
Caroline Gauthier, Co-Head of Equities

International equities: The world's largest casino
Jacques-Aurélien Marcireau, Co-Head of Equities

Management philosophy: Mission sovereignty : resilience in action
Aymeric Gastaldi, International Equities Manager & Anthony Penel, European Equities Manager

Market Analysis

Market flash: Markets keep their calm despite escalation in the Middle East

27/06/2025

• The US Secretary of commerce said around 10 trade deals had been signed, and progress is being made in discussions with China.
• In Europe, the NATO countries, except Spain, agreed to increase defence spending to 5% of GDP.
• Japan's PMI composite is expanding, contrasting with Europe’s PMI, particularly in France, where the political situation is fragile following the failed pensions working party.

Press Release

Edmond de Rothschild REIM Appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK

25/06/2025

Edmond de Rothschild Real Estate Investment Management (REIM) a nommé Klaus Schmitz au poste de Chief Investment Officer Europe et Executive Chairman de Edmond de Rothschild REIM UK, à compter du 1er septembre 2025.

Market Analysis

Market flash: Markets hold firm amid Middle East tensions and US slowdown

20/06/2025

• Despite escalating tensions in the Middle East and recent statements from Donald Trump, investors remain broadly confident as long as the conflict does not spread and the Strait of Hormuz remains operational.
• The One Big Beautiful Bill Act continues to face hurdles in Congress. Meanwhile, May’s economic indicators disappointed, with a decline in industrial production and weaker retail sales.
• Neither the Fed, the Bank of England, nor the Bank of Japan altered their monetary policy. All three adopted a cautious tone, suggesting that any potential rate cuts will depend on the evolution of trade and geopolitical tensions.

Asset management.

As an independent player, Edmond de Rothschild Asset Management pays close attention to changes in our world. Our convictions help our European and global clients thrive by investing in progress.