Rothschild Asset Management is the asset management company of Rothschild & Co Group.
Rothschild Asset Management was created in July 2017 through the combination of the Asset Management activities of Rothschild & cie Gestion and Martin Maurel Gestion.
Rothschild Asset Management is a limited partnership chaired by a College of General Partners. This legal form implies that the limited partners are jointly and fully accountable for the firm’s liabilities on their personal wealth.
History of the firm
The Group has been developing asset management activities for third parties since 1982, when the Rothschild family relaunched its banking activities in France following the nationalisation of Banque Rothschild in 1981.
Since then, asset management and wealth management activities have grown strongly, thanks to a dynamic organic growth and some targeted acquisitions:
In 2001, the Group strengthened in wealth management with the acquisition of SOGIP, an independent bank with family-owned capital.
In 2010, the service platform activities (Selection R) for independent advisors were divested to focus solely on funds and mandates management for institutional investors, funds pickers, wealth clients and wealth management advisors.
In 2011 and 2012, the alternative management activities, already started in early 1993, were reinforced with the acquisition of Héritage Asset Management and then HDF Finance, enabling the Group to position itself among the leaders in alternative investment solutions in open-architecture.
In June 2016, the Rothschild and Maurel families announced the merger of the two respective holding companies, Rothschild & Co and Compagnie Financière Martin Maurel, in order to create one of France’s leading independent private banks.
In 2017, the asset management (Rothschild Asset Management) and the Private Banking (Rothschild Martin Maurel) activities were separated on the occasion of the merger of the two groups.