Reactivity serving a wide range of solutions

Asset management is one of the Edmond de Rothschild Group’s two strategic areas of activity. In Luxembourg, our analysts and fund managers deploy all their know-how in a process which favours innovation and risk control.

Additional expertise

In terms of asset management, the Banque Privée Edmond de Rothschild Europe stands out in particular by the variety and complementarity of the skills which make up its team. All in all, there are several dozen analysts and fund managers who, on a daily basis, place their technical knowledge at the disposal of our clients. Specialising in an asset class, a geographic area, a management style or a specific theme (business sector, size of capitalisation…), they jointly provide meticulous monitoring of the current state of the markets and changes in the portfolios for which they are responsible.

An organisation which favours reactivity

Established in Luxembourg, our team bases its work on the legal and fiscal rules in force in the Grand Duchy. It also benefits from an internal organisation which favours the expression of individual talents and each person’s creativity, mainly due to short decision making procedures. The purpose of this organisation is to ensure optimum flexibility and reactivity, at any time and under all circumstances, both in seeking performance and controlling risk.

International influence

Equipped with the best simulation and assessment tools, our analysts and fund managers can call on the network of experts of the Edmond de Rothschild Group at any time. With a presence in the main global financial market places, as well as the majority of emerging countries, these on the spot staging posts enable us to gain access to the international markets under preferential conditions.

More than 100 different funds

Regularly improved, the Banque Privée Edmond de Rothschild Europe’s range of solutions includes more than 100 funds. Aimed at our private clientele as well as institutional investors, our range covers all asset classes, all management styles and all investment horizons. From the simplest to the most sophisticated, our products are managed strictly in accordance with the tradition and convictions which, for more than two hundred years, have favoured an alliance of proven know-how and a constant quest for innovation.

·         Cash based funds.

·         Bond funds (Treasury bonds, private company debt, convertible bonds…).

·         Equity funds (sector based, national and international, large and medium sized capitalisations, small capitalisations, unlisted or before listing).

·         Funds of funds with diverse strategies.

·         Balanced and profiled funds.