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Asset management.


Edmond de Rothschild Asset Management es un actor independiente en la gestión de activos, atento a las evoluciones del mundo para invertir en su progreso y en el de sus clientes europeos y globales.
Salón Gitana, Ginebra

Asset
Management

Detalle de placa de vidrio esmerilado del artista Gilles Chabrier, salones del banco, Ginebra Detalle de placa de vidrio esmerilado del artista Gilles Chabrier, salones del banco, Ginebra

Como sociedad de gestión de activos independiente dedicada a la actividad de inversión, Edmond de Rothschild Asset Management lleva varias décadas respondiendo a las necesidades de una amplia base de clientes institucionales, distribuidores e intermediarios.

Gracias a la amplitud de nuestra gama de fondos, podemos ofrecer productos que satisfacen las necesidades de nuestros clientes.

Ofrecemos estrategias claras y coherentes para todas las clases de activos, en los mercados líquidos y privados, para brindar a nuestros clientes acceso a fuentes de rendimiento complementarias.

Desde acciones temáticas hasta bonos de alto rendimiento, desde pequeñas capitalizaciones europeas hasta deuda subordinada, nuestra gama de productos líquidos ofrece una gestión activa y exposición tanto a los grandes mercados como a estrategias de nicho, reflejando así la diversidad de nuestras competencias.

También estamos presentes en los mercados privados y ofrecemos una oferta diversificada y de alto valor añadido, ya sea en Private Equity, inmobiliario o deuda de infraestructuras.

Nuestros
clientes

Nuestra clientela está compuesta por inversores institucionales (planes de pensiones, compañías de seguros), así como distribuidores e intermediarios financieros (bancos privados, selectores de fondos, gestores de patrimonio y asesores financieros) que actúan en nombre de clientes particulares.

Estamos sólidamente establecidos en Europa y también estamos presentes en América Latina, Oriente Medio y Asia, principalmente a través de asociaciones comerciales.

Ofrecemos a nuestros clientes soluciones de gestión activa basadas en convicciones firmes y en una larga tradición de investigación e innovación. Nuestras estrategias cubren tanto los activos líquidos como los mercados privados, para proporcionar a nuestros clientes acceso a fuentes complementarias de rendimiento.

Cliente
institucional

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Cliente
intermediario

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Cliente
particular

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Cifras clave

(31/12/2025)

Icon Invest Responssable 02
100
Mrd. CHF en activos gestionados
Icon Edr Assurances Conseils 01
700
Colaboradores involucrados en actividades de gestión de activos
Icon Corporate Finance 01
200+
Profesionales de la inversión
Icon Corporate Finance 03
20+
Países de distribución en el mundo
Icon Gerants Patrimoine Ext 02
7
Experiencia en las principales clases de activos

Perspectivas
y actualidades

Letter from the CIO AM: A New Paradigm for the Markets: Active Management Matters More Than Ever.

Market Analysis

Letter from the CIO AM: A New Paradigm for the Markets: Active Management Matters More Than Ever.

25/09/2026

Just a few months ago, the outlook seemed relatively clear: the slowdown in inflation was expected to allow central banks to gradually support the economic cycle through rate cuts. That outlook has now faded into the past.

In both the United States and Europe, the resilience of the economy and the return of inflationary pressures have led central banks to resume their monetary tightening policies. The Fed raised rates by 25 basis points in September, while the ECB had taken the same step a few days earlier. But beyond these decisions, it is above all the shift in the direction of monetary policy that, in our view, is of particular importance.

Growth is not just holding steady. It is robust, particularly in the United States, and the rise of artificial intelligence is driving growth across many sectors. Furthermore, inflation remains a clear concern. Central banks must remain vigilant, and markets must learn to adapt without the ongoing support of accommodative monetary policy. Against this backdrop, we look ahead to the months to come.

Asset Management Market Flash: Pressure is mounting on risk assets

Market Analysis

Asset Management Market Flash: Pressure is mounting on risk assets

25/09/2026

  • Persistently high interest rates are dominating the markets: rising U.S. yields are increasing pressure on growth stocks and risky assets.

  • Europe remains vulnerable due to energy risks and rising tensions over French debt, for which borrowing costs are increasing significantly.

  • We are continuing to focus our portfolio allocation on short- to intermediate-term bonds and remain positive on stocks, particularly U.S. stocks, while we have begun to take some profits.

Gold: An Uptrend That Doesn't Rule Out Volatility

Market Analysis, Expert Interview

Gold: An Uptrend That Doesn't Rule Out Volatility

23/09/2026

Gold is experiencing a period of volatility following a remarkable rally.

Rising long-term interest rates, more attractive bond yields, and profit-taking: these factors can trigger periods of consolidation, which are sometimes pronounced. Nevertheless, they are part of the natural dynamics of the markets following a sharp rise.

However, the price of gold continues to be driven higher by government deficits and high debt levels, as well as by central banks’ desire to diversify their reserves. Furthermore, while interest rate trends remain a factor to watch, they alone are not sufficient to explain the dynamics at play.

In a rapidly changing economic and geopolitical environment, volatility should not be interpreted as a trend reversal, but rather as an inherent characteristic of this asset class.

Asset Management Market Flash: Neither war, nor peace

Market Analysis

Asset Management Market Flash: Neither war, nor peace

18/09/2026

  • The “neither war, nor peace” scenario in the Middle East is fueling volatility, while tensions surrounding oil infrastructure and the Strait of Hormuz are exacerbating supply risks and global inflation.

  • Faced with persistent inflation, central banks are maintaining a restrictive stance, leading to a broad-based rise in interest rates in the United States, the eurozone, and Japan.

  • Despite rising interest rates and concerns surrounding certain issues related to artificial intelligence, equity markets have seen only a modest decline.