Values 

It is with conviction and exacting precision that La Compagnie Financière Edmond de Rothschild has upheld the principles that have brought the Rothschild family success for generations: independence, a flair for entrepreneurship and innovation, and long term vision.

Independence and stability

Having inherited know-how and a name that has resonated throughout the financial world since the last 250 years, our Group puts its distinct strengths at the service of our clients:

• Majority ownership by the family is a source of stability and the guarantee of our independence. The family has been majority shareholders since the very foundation of the bank, engraving its strategic orientation and action with a long-term perspective. 
  
• Stable and sustained relationships are one of the bank’s core strengths – one which endures thanks to the loyalty of its teams who manage these longstanding relations. In addition to their masterful expertise, the stability and commitment of the professional teams at La Compagnie Financière Edmond de Rothschild help to make the difference. This trusting relationship naturally implies transparency and ethics at every stage of our operation.
• Indépendante Since it is independent of all distribution networks, the bank is able to offer its clients the best funds on the market (with its open architecture management) while maintaining a single priority — respecting the client’s interests.

• Our limited risk profile reflects our family business culture and a conservative approach to risk management run by our internal audit and risk control units.

Long term investment culture

With its guiding principle being above all to privilege its clients interests, and confident in its independence, the bank relentlessly builds the resources for a long term vision. In particular, this enables it to advise its private clients (comprising families in particular) with a long and global view, while taking full account of their private and professional assets.

Renowned for their long term performance, our funds are often singled out by the financial press (winning awards from S&P La Tribune, the Journal des Finances du Figaro, Lipper, among others).

 Distancing ourselves from passing fads, we manage assets by conviction. Our investment philosophy gives pride of place to risk management and volatility control.

A passion for enterprise and innovation

Innovation is an integral part of our culture at La Compagnie Financière Edmond de Rothschild, so much so that our leading managers are themselves shareholders, driven by their own entrepreneurial spirit. It is above all a way of anticipating client needs and providing even better support for them in the active management of their wealth. This is reflected by:

• A steady stream of new financial products to offer our clients a comprehensive range of products that fit changing market conditions and the regulatory sphere.
  
• Opening offices in new markets (such as Israel, Italy, China, and Chile, among others).
• Developing innovative lines of business (such as structured assets, alternative and multi management funds).