Pension funds, insurance firms, mutuals, banks and retirement funds. You need investment solutions that are finely tailored to your particular financial and regulatory constraints.
Renowned for its independence and know-how in asset management, La Compagnie Financière Edmond de Rothschild can offer you a comprehensive range of funds as well as a tailor-made approach for dedicated funds and client mandates.
Comprehensive asset management solutions
La Compagnie Financière Edmond de Rothschild directs its asset management development into solutions that best meet your requirements.
- Spanning all asset classes
La Compagnie Financière Edmond de Rothschild offers an extremely broad product range in asset management, encompassing all traditional asset classes as well as more specialised products. The bank has strong expertise in equity management, multi-management, fixed income and credit funds as well as quantitative management and hedge funds. It can rely on a vast range of investment vehicles.
- Controlled volatility products
La Compagnie Financière Edmond de Rothschild accompanies investors in the task of allocating assets into controlled volatility products. Our specialists can offer you powerful technical expertise in structured products, alternative and balanced funds and private equity fund management.
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Dedicated teams
Working closely with you, our teams determine a financial management strategy that is fully tailored to your own legal and accounting constraints and your performance objectives or Risk/Reward ratios. In tandem with our range of open funds, we can offer you made-to-measure portfolio management in the form of investment funds or dedicated mandates.
Organised to respond highly reactively to tender calls, our sales and marketing teams can systematically build your constraints into asset management strategies.
Rigorous risk control and tailor-made reporting
Frequent and rigorous control of the risks inherent in your portfolios is a central preoccupation of our teams. Made-to-measure reporting can also be deployed at intervals adapted to your specific requirements.
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