Portfolio Management

Our business

Adapting to your needs

Adapting to your needs

Edmond de Rothschild (Monaco) helps you manage your assets via an offer tailored to your needs. From fully delegated management mandates to complete autonomy or advisory management, you choose your level of involvement in your assets’ management.

Our approach

Bespoke investments

We take full advantage of the international expertise of our Group, currently present in 19 countries, to assist you with your portfolio asset allocation choices.

Given our emphasis on local, long-term relationships, we created a subsidiary dedicated to discretionary management in 2008: Edmond de Rothschild Asset Management (Monaco). Our teams are at your disposal to help you take advantage of the most sophisticated asset allocation, securities selection (stocks, bonds, open-architecture funds, structured products and derivatives, alternative management, etc.) and risk management tools.

Edmond de Rothschild Asset Management (Monaco) also offers customised solutions via Monaco-based collective investment trusts.

Need more information?

Contact us

Edmond de Rothschild Gestion (Monaco)
2 avenue de Monte-Carlo
Les Terrasses BP 317
98006 Monaco Cedex

+ 377 97 98 22 14