Portfolio Management Luxembourg

Our expertise

Capital protection and growth

Capital protection and growth

We provide a large selection of investments suited to your risk profile and your international environment. As a multi-specialist, we have access to the best experts in the Group to meet your needs and introduce you to new investment opportunities.

We look ahead. Our asset management approach looks to the future. We work to protect and increase your capital through diversified and dynamic asset allocation in a spirit of innovation and excellence. Mike Schmit Head of Investments

Edmond de Rothschild Prifund Global

  • The EdR Prifund Global fund range

    ​Edmond de Rothschild (Europe) has used its asset allocation and fund selection expertise to create an innovative, actively managed and unconstrained solution. It is managed not only on the basis of strong convictions, but also with the aid of flexible and responsive investment decisions. Prifund Global's open architecture provides access to the best fund managers and various asset classes and investment sectors.

  • Conviction-based management

    ​Our convictions are based on fundamental economic and financial reasoning. Free from index correlation, our investment approach prioritises flexibility in investment decisions.

  • Asset allocation expertise

    ​Our dynamic asset allocation is founded on a top-down approach using four levels of analysis: study of the macroeconomic and financial context, valuation of the various asset classes, analysis of investor behaviour and implementation of a diversification strategy.

  • Selecting the best funds

    ​We select the funds most suitable to each of the chosen themes via a fund-picking strategy based on a rigorous qualitative and quantitative analysis. The selected universe is continually monitored and re-examined so that you benefit from investment opportunities arising in a constantly changing economic environment.

  • Three risk profiles

    ​The Prifund Global fund range can be tailored to your target volatility levels, investment horizon restrictions and risk tolerance while simultaneously prioritising the preservation of your capital and the long-term growth of your assets.

  • For more information

    ​Edmond de Rothschild Prifund’s global management sub-funds are registered in the Netherlands, Singapore and Luxembourg.

    The Articles of Association, detailed prospectus, KIID, annual and interim reports of the investment funds can be obtained free of charge on request to the fund’s social head offi ce, 20 Boulevard Emmanuel Servais, L-2535 Luxembourg or via the "Nav Centre".

What defines us?

Conviction-based portfolio management

  • Personalise your portfolio management

    ​You can benefit from our specialists' advice. They are responsive and always available to meet your most complex needs. They take into account all of your assets and projects, your environment and your investor profile.

  • Create value and take advantage of investment opportunities

    ​Our managers use their strong asset allocation skills and significant experience to invest in different asset classes, regions, economic sectors and management styles. They diversify portfolios and get the greatest possible benefit out of the opportunities arising in global markets. Their choices are based on an ongoing analysis of the economic environment. They select the best-suited financial instruments to achieve the best possible balance between capital valuation and protection for beneficiaries.

  • Anticipate risks and adapt to constantly changing markets

    ​In order to anticipate the level of potential risk and optimise your portfolio's return based on market changes, our management includes a strict due diligence process and we implement rigorous controls on an ongoing basis.

  • Real-time information

    ​We provide you with regular, tailored and customised reports together with analysis and comments from our managers.

Our offer

Solutions tailored to your needs

The investment strategy can be implemented using various approaches depending on the extent to which you want to be involved in the management of your assets.  Accordingly, our teams propose solutions tailored to your constraints and risk profile.

Discretionary mandate

You delegate the management of your assets to our teams of experts who adapt the investment policy to your risk profile.

Classic mandate

Specific mandate

Based on the anticipation of market developments and investment opportunities, it reflects the group’s investment philosophy while adapting to your agreed level of risk and your performance objectives.

​This reflects a more specific approach to your asset management and integrates various constraints in terms of exposure and themes.

Advisory mandate

You establish a close relationship with a dedicated contact person who provides you with customised advice on asset allocation and investment solutions. You nevertheless keep full control over your asset management decisions.


It enables completely independent investors to entrust us solely with the execution of their orders. You choose your own investments and execute any arbitrage transactions you consider appropriate.

Self Management 

Need more information?

Contact us

Mike Schmit
Head of Investments

+352 24 88 28 78