Value proposition

At Edmond de Rothschild, we believe that wealth is what tomorrow can be made of.

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 2023, it had CHF163 billion in assets under management - with 2,600 employees and 29 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.

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