We assist you with building, structuring, transferring and protecting your assets. The bank created a specialised Wealth Engineering and Life Insurance subsidiary for this purpose in 2005 in which it acts as an independent broker: Edmond de Rothschild Insurance and Advisory (Monaco).

Our reason for being is to design the best wealth strategy to meet your goals. We develop the most flexible solution possible. It evolves according to your personal and family situation while keeping a focus on risk management and performance.

As a result of our proximity and real understanding of your expectations, we often become your trustee, a role for which we are approved in the Principality.