Helping you to
make things happen
Maxi Edmond de Rothschild, winner of the Arkea Ultim Challenge - Brest
A forward-looking relationship
From our very first meeting, we focus on the future. We take a multi-generational view to ensure that the decisions made today are the right ones for tomorrow.
Constantly evolving support
Your needs and expectations evolve. Our role is to anticipate these changes in the best way possible. We rapidly mobilise our expertise to provide you with the most appropriate solutions.
Global view of your assets
Taking a global approach is paramount to managing your wealth efficiently. Our combination of business lines and expertise enables us to build solutions taking into consideration your assets. Our advice takes a holistic view of your personal and business assets.
Conviction-based investment
We keep a close eye on economic, social, and environmental transformations so we can help you give meaning to your investments and stay connected to the real economy.
By your side
each step of the way
Wealth
preservation
Diversify your sources of performance with a comprehensive view of risk.
Wealth
planning
Structure and plan your wealth over the
long term.
Portfolio
management
Choose the investment management solution that suits you best.
Life insurance
Anticipate the future by structuring an appropriate tax and legal framework.
Wealth development
Benefit from active and conviction-driven investment management to increase your assets over the long term.
Portfolio management
Choose the investment management solution that suits you best.
Credit
Finance your projects or investments through bespoke financing solutions.
Philanthropy
Design a commitment strategy in accordance with your convictions and with maximum impact.
Corporate
finance
Benefit from the support of experts dedicated to your capital and financing operations.
Wealth
planning
Structure and plan your wealth over the
long term.
How we stand
out
Collection No. 1 of Château des Laurets bottles, Baron Edmond parcel selection
Independence
Anyone can proclaim to be independent. But true independence that delivers on its promises comes with conditions. Many claim to have power over their own destiny. But not many can say they are a family-owned business - which implies freedom, investments aligned with client interests and timing suited to each and everyone’s constraints. But we can.
Creativity
Creativity breathes oxygen into our ecosystem and cross-fertilization is an unrivalled source of inspiration. As an idea-driven investment house, our streamlined, responsive and stimulating organisation enables us to innovate and control risks.
Commitment
The highest promise we can make as bankers is to gain the deepest understanding of your aspirations and your way of life to respond the best we can and work by your side over the long-term, ensuring your wealth reflects your vision of the world and your personal interests.
Sustainability
Experience has taught us that what is best for the world also tends to generate the most attractive profits. Sustainable is profitable, profitable is sustainable. Banking on human and technological progress is often the best precaution.
Detail of frosted glass panels by artist Gilles Chabrier, bank salons, Geneva
A unique
ecosystem.
Bankers, sportsmen, philanthropists, farmers, hoteliers and winegrowers... Edmond de Rothschild forms a unique ecosystem of women and men driven by the same ambition: to build the future.
All of our activities reflect our entrepreneurial spirit and demonstrate our desire to make an impact, to pass on and modernise a legacy. They contribute to the unique experience we wish to offer our clients by giving them access to our ecosystem and sharing our vision of the world.
Key figures
(31/12/2023)
100%
Family owned
78
Bn CHF in assets
140
Investment professionals dedicated to the private bank
27
Offices throughout the world
250
Years of financial history