Tailored reporting solutions Spain

Our expertise

Visibility and transparency

Visibility and transparency

The management of family wealth requires a global understanding of your financial as well as your non-financial assets. By using the latest technology, we are able to provide you with a consolidated picture of all of your assets through fully customised reports. Our solution is an essential tracking, checking and forecasting tool which is completely independent of managers.

" Our goal is to provide you with a consolidated global picture of your financial and non-financial assets to help you take the right decisions quickly. Our guiding principles are total transparency, personalisation and objectivity."
David Monreal Vice-President
What defines us?

A state-of-the-art tool for a consolidated picture

  • Global asset visibility

    ​Our solution covers financial and non-financial assets including real estate, art, boats, aeroplanes, car collections, etc.  We can also take into account assets deposited with your other partners to produce a consolidated view of your wealth.

  • Tailored solutions for each client

    ​We work with you to build the best reporting solution for you, from selection of the information required to the choice of colours used.

  • A state-of-the-art tool

    We work with a particularly high level of detail and can show you the impact of each security on overall performance or see the consequences of a rise in the dollar against the euro on your portfolio. 

    We add new features each quarter to meet every need with an exemplary level of quality. 

Our offer

Sophisticated and tailor-made reporting

  • Implementation of a fully customised report
  • Report updating in line with your situation
  • Inclusion of all financial and non-financial products
  • Detailed performance analysis
  • Impact of each security on performance
  • Risk analysis with stress tests to assess the impact of different events on assets
  • Asset consolidation with a performance calculation from each manager and their contribution to overall performance
  • Remote access to the Edmond de Rothschild Analytics solution for online portfolio analysis
Need more information?

Contact us

David Monreal
Paseo de la Castellana 55
28046 Madrid

+34 91 36 46 600
Edmond de Rothschild Group operates in Spain through Edmond de Rothschild (Europe), Spanish branch, with the head office located at Paseo de la Castellana 55, 28046 Madrid. It is registered with the Banco de España's Register of Banks and Bankers under number 1473 and with the Madrid Company Registry under number CIF W1081034I. Edmond de Rothschild Group also operates in Spain through Edmond de Rothschild Asset Management (France) Sucursal en España, with the head office located at Paseo de la Castellana 55, 28046 Madrid and registered under number CIF W0017295G.