What bank can be trusted to ensure that your wealth is not only safe, but also that it will be grown and handed down to your successors in the best possible way? At Banque Privée Edmond de Rothschild, heir to a family tradition in private banking and asset management spanning seven generations, our services are tailored to clients wishes with these concerns in mind.

Proven expertise in wealth management

Getting better mileage from your assets starts with preserving their value. The second step is to generate performance by growing them with a long-term view. That is our objective at Banque Privée Edmond de Rothschild, an objective that our teams of experts, led by seasoned portfolio managers, aim to achieve.

Skilled teams transcending the generations

Our management desks comprise highly trained men and women who devote their careers to the Bank, providing continuity in excellence. They bestow this same loyalty on our clients. Moreover each generation of relationship managers brings renewal, with the veterans passing on their skills to the up-and-coming who in turn contribute their openness to state-of-the-art technologies.

Among our Bank’s talented staff you will also find people of various linguistic and cultural backgrounds and with wide-ranging sensibilities. Thus clients belonging to different generations of the same family will have account managers whom they can easily relate to and who share their aspirations.

Taking time to listen

We want to consider your situation as a whole. At the start of the relationshipand throughout it as wellyour manager will have time to listen to you. He or she will therefore understand your needs, restrictions and objectives, and those of your family. This will make it possible to evaluate your perception and tolerance of risk. Only then will it be time to decide how your assets can best be allocated with regard to your personal situation.

Knowing how to invest, or the art and science of wealth management

Some clients choose to grant the Bank a discretionary mandate to manage their assets on their behalf. In this case they agree on objectives, which are set out clearly, and the manager then takes responsibility for building and monitoring their investment portfolio. Other clients prefer to take the investment decisions themselves after forming their own opinion, including on the basis of information that they have received from specialists in the Bank.

In either case our clients receive top-quality reporting on their accounts valuation and movements at the frequency of their choice.

Open-architecture investments

The investment policy of Banque Privée Edmond de Rothschild is based on analysis conducted by our Investment Research Department and often recommends investment funds in our Pri fund umbrella. These products, covering a full range of long-only and hedge fund strategies, have won numerous awards. The Banks policy nevertheless rests on open architecture that can also involve investments in external funds, in order to offer our clients an even broader investment universe.

From asset allocation to wealth structuring and estate planning

The third step in getting better mileage from your assets lies in estate planning, an advisory service that Banque Privée Edmond de Rothschild provides to clients who request it. Within our headquarters and a number of the Edmond de Rothschild Group companies, you will find tax experts, attorneys and other top-tier specialists in wealth engineering and occupational benefits .