A conviction-driven investment house

Edmond de Rothschild is a conviction-driven investment house dedicated to the conviction that wealth is what tomorrow can be made of. Family-based, independent and specialised, the Group favours bold strategies and investments rooted in the real economy, combining long-term performance and impact.

Bold builders of the future

An active approach to investment

We believe wealth is not the end goal, it is only the beginning. This conviction has guided our family’s every action for generations, resulting in investments that have moved the world forward. Today more than ever, we boldly embrace the future and are eager to build it.

Responsible entrepreneurship

As responsible bankers, we anticipate the challenges of tomorrow. But above all, we are entrepreneurs, ever attentive to economic, social and technological changes so that our clients are never disconnected from the real economy.

A pioneering spirit

We refuse to accept the status quo and are constantly exploring new solutions. Ours is a pragmatic approach: we strive to take clear, measurable action to enable our clients to make a real impact. Our investments are guided not by big market trends, but by our convictions.

Our vision embodied

Central to our vision are four key areas through which we endeavour to give meaning to our clients' investments and make a tangible impact on the world of tomorrow.

Energy & environmental transition

Our responsibility to build the future

Real Estate and urbanization

Building the cities of tomorrow 

Healthcare innovation

Financing technologies that make healthcare systems more efficient

DISRUPTION & GAME CHANGER

Boldly building the future

Our Businesses

Private
Banking

innovation and excellence for private clients and entrepreneurs

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ASSET
MANAGEMENT

active management built on conviction

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PRIVATE
EQUITY

investing in the real economy

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CORPORATE
FINANCE

legitimacy among entrepreneurial families

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Real
Estate

benefiting from the demographic changes of tomorrow

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INSTITUTIONAL &
FUND SERVICES

state-of-the-art expertise at your service

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Key figures

250 Years

of financial tradition

173

bn CHF in assets

   23 %

solvency ratio

2600

employees

15

Countries

32

offices

Governance

Edmond de Rothschild has been a family-owned group since its creation, and is determined to maintain total independence in its advisory and management services. All of the group’s businesses are coordinated by the Executive Committee, chaired by Vincent Taupin.

A history of innovation

The Edmond de Rothschild Group has a rich history of committed entrepreneurship and has been operating in the world of finance for over 250 years. Resolutely forward-looking, the Edmond de Rothschild Group is built on strong family convictions, boldness and entrepreneurial spirit. Today, the group remains true to that pioneering ethos, seeking, in all it does, to embrace the changes shaping the modern world.

1953
Creation of the Edmond de Rothschild Group

Pre-empting the banking developments that would transform the industry, Baron Edmond de Rothschild creates the Edmond de Rothschild Group in 1953. 

1960
The beginnings of modern capital investment

A visionary much like his predecessors, Baron Edmond de Rothschild pioneers Private Equity by becoming a major shareholder in numerous companies. 

2000
Development of new solutions

Liaising with companies and their directors around the world, the group develops a number of innovative solutions based on the real economy (land remediation, financing growth in Africa, infrastructure). 

2017
A CONVICTION-BASED INVESTMENT HOUSE

Edmond de Rothschild reaffirms its status as a financial corporation driven by its lively entrepreneurial spirit: “Bold builders of the future”

Our universe

The Edmond de Rothschild Group is like no other. It is a reflection of our convictions and our culture. Constant collaboration and dialogue among our businesses give shape to those convictions.

We are bankers, asset managers, hoteliers, farmers, winemakers, sailors and philanthropists, but above all, we are entrepreneurs, ever attentive to economic, social and technological changes to make sure our clients are never disconnected from the real economy.