Rothschild has been a unique name and reputation in the financial world for almost 250 years and has always managed to run its lines of business with respect for excellence, creativity, discretion and stability which are the cornerstones of its reputation. Headquartered in Geneva, the Edmond de Rothschild Group offers a wide range of financial products and services, through different business lines: Asset Management, Corporate Finance, Private Banking and Investment Fund Services and through several areas of expertise such as Equity, Fixed Income, Asset Allocation, Overlay Management, Private Equity, Real Estate, Infrastructure Debt and Sustainable Investments. Our aim is to always innovate, being bold builders of the future and respond to our clients’ evolving needs.
All of the entities of the Group ultimately belong to the Rothschild family through a Swiss holding based in Geneva. Edmond de Rothschild Holding S.A. is the financial group’s ultimate holding company and is controlled by Baron Benjamin de Rothschild.
As at end of September 2018, the Edmond de Rothschild Group had 2,660 employees worldwide, overseeing almost € 160 billion of assets across our global and comprehensive offer.
The Asset Management business line, headed by Vincent Taupin, Chief Executive Officer of Edmond de Rothschild AM, brings together all the asset management activities of the Edmond de Rothschild Group :
• Liquid assets which are actively managed (e.g. equities, asset allocation, fixed income, multi management, overlay management among others);
• Illiquid assets (infrastructure debt, private equity and real estate);
• Institutional & Fund Services (fund creation, administration and custody services).
As at end of December 2018, the Asset Management business line’s assets under management stood at € 90 billion (including € 19.1 billion of assets under administration) and totalized 454 professionals, of which 200 are dedicated to portfolio management and analysis.
Edmond de Rothschild Asset Management (France), the main asset management company of the Group, is signatory of the PRI (Principles for Responsible Investment) since 2010. Our investment teams which total 63 professionals, representing more than 30% of our total staff, are dedicated to analysis and portfolio management, and are responsible for the management of close to €29 bn as at end of December 2018. The company is actively involved within the Industry to promote Responsible investments is firmly committed to deploying resources and harnessing our teams’ efforts to embed ESG factors across the firm’s investment strategies, in a reasonable and gradual manner.
*Edmond de Rothschild Asset Management (France) or Edmond de Rothschild AM (France) is the commercial name of one of the asset management entities (including branches and subsidiaries) of the Edmond de Rothschild (EdR) Group. Edmond de Rothschild Asset Management refers to the Asset Management business line of the EdR Group.