Our know-how serving your concerns

Thanks to the secular experience and know-how inherited from the Rothschilds, we are in a position to offer private and public institutions a comprehensive range of services and products. Conceived on a personalised basis, our product offer is designed to adapt to the most varied projects and objectives.

An approach in line with our values

Regardless of the size of your project and the complexity of the set-up you are considering putting in place, we place the unsurpassed financial expertise acquired over more than two centuries by seven generations of Rothschilds at your disposal. An expertise based primarily on a personalised asset based approach to every situation. Centred on the quality of the human relationship and trust, it underlines our traditional values: independence, transparency, ability to listen, entrepreneurial spirit, long term vision…

All asset classes

Supported by an efficient back-office, our team brings together diversified, complementary skills which cover all asset classes and management styles: equities, bonds and convertibles, private equity and unlisted securities, structured management, traditional and alternative multi-management, fund of funds... Apart from the management of institutional portfolios, our area of expertise embraces media which involve very specific techniques and methods such as index-linked products for insurance companies, management solutions tailored to pension funds or even Wrap accounts.

A global, personalised approach

Our individuality is particularly expressed in our global handling of the problems submitted to us. Depending on your expectations, we can advise and support you on the design, structuring and operational implementation of new management solutions or new investment vehicles. Above and beyond their design, our teams are in a position to provide you with appropriate solutions for administering your media: administrative monitoring over time, reporting tools, statistical reports, secure look-up interface and on-line management... A single contact will listen to you and advise you on any financial, legal or fiscal aspects throughout the process of implementing your project.

Pioneer in alternative management

Innovation is one of the foundations on which the reputation of the Rothschild family has been built since the 18th Century. In 1969 for example, we were the first to develop alternative management media. For forty years, we have not stopped cultivating this expertise by adapting our solutions to changes in management techniques and our clients’ needs. A reference player in this segment, our product offer covers direct alternative management as well as multi-management and alternative funds of funds.

Aware of the specific features of this asset category, we have a specialist team which guarantees all parties involved respect for and transparency of management rules and fund control mechanisms.