Edmond de Rothschild

since 1953
  • 1,001-5,000 employees
  • Financial Services

Edmond de Rothschild

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

As at 31 December 2020, it had CHF168 billion in assets under management – with 2,500 employees and 33 offices worldwide.

The Edmond de Rothschild Group offers a comprehensive service model for an international clientele of wealthy families, entrepreneurs and large institutions. The Group’s strength lies in the synergies between our business lines and in our expertise in preserving and growing clients'​ assets.

Our Private Banking has become the industry reference for entrepreneurial families seeking personalised assistance throughout their life.

Wealth is not an end in itself but an opportunity to build the future. Yours and that of future generations. This is the philosophy that guides us when advising you. We draw on over 250 years of financial tradition and innovation to assist our clients on the preservation, development and transmission of their wealth, through solutions that combine long-term performance with a positive impact on the world around us.

Our business in asset management is to make conviction-driven investments that deliver for our clients. We act boldly, making committed choices to achieve long-term value creation.

Our strategies cover all assets, liquid and real, to give access to complementary sources of performance. As a result we can offer innovative investment solutions that are perfectly matched to each client’s profile, and that remain relevant in changing market conditions.

The Group is also growing with these same qualities in Corporate Finance, Private Equity and Institutional & Fund Services, offering advanced expertise in financial engineering, unlisted investments and complex investment vehicles.

Expertise

Private Banking, Asset Management, Corporate Finance, Private Equity, Fund Services, and Real Estate

Special flash: Like a sense of déjà vu
  • 22 hours ago

The political divide within the National Assembly left little doubt about the fate of the Bayrou government, and even though the latter wanted to believe in it until the end, the vote of confidence...

Market flash: The screws tighten on prime minister Bayrou’s government
  • 4 days ago

•    Despite the current political uncertainty, French government debt is still easily finding buyers, with the France’s treasury department successfully raising € 11bn.  •    Fiscal risk weighed o...

Investing in european sovereignty: Beyond the current economic situation, a lasting commitment
  • 5 days ago

At the Rimini Meeting, Mario Draghi made a harsh assessment: Europe believed that its economic power was enough to secure its geopolitical role. Recent events (war in Ukraine, tensions with the Uni...

Letter from the CIO AM : A bumpy end to the summer, with stable allocationsv
  • 6 days ago

On either side of the Atlantic, these past few weeks have been bustling with news. Although we chose not to adjust our allocations in response to these headlines, we did strengthen several of our c...

Outlook & Convictions n°14
  • 6 days ago

The latest issue of ‘Outlook & Convictions’, a publication led by the Global Investment Research Team from Private Banking, in collaboration with our Group’s experts, is now available.

Market Flash : US assets see a week of stabilisation
  • 11 days ago

Jerome Powell confirmed that the Fed would proceed with a rate cut in September while paying more attention to jobs data than inflation when deciding on monetary policy changes over the short term.

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group
  • 13 days ago

Edmond de Rothschild has appointed David Claus as CEO of Edmond de Rothschild Asset Management Luxembourg* and Group Head of the Asset Servicing business line.

Market flash: Between geopolitical claims and macroeconomic balances
  • 18 days ago

•    The Trump-Putin meeting did not result in a ceasefire, but it did initiate key discussions on Ukraine, followed by a meeting in Washington on security guarantees. •    With job creation slowin...

Why invest in a Short Duration Credit strategy?
  • 21 days ago

Short duration corporate bonds are, by definition, bonds issued by private companies with a residual maturity under 3 years. As their maturity date is relatively close, they naturally offer excelle...