Rothschild Investment Bank | Edmond de Rothschild Asset Management
Origin of Rothschild Investment Bank | Edmond de Rothschild Asset Management
Baron Edmond de Rothschild founded the company in 1953 in Paris, France. In 1965 the bank acquired Banque Privée in Geneva. In 1969 Edmond de Rothschild launched a fund of hedge funds, which was a pioneer work at that time. In 1997 Benjamin de Rothschild succeeded his father and became chairman of the group.
Baron Benjamin de Rothschild is the Chairman of the Board of Directors of Edmond de Rothschild Holding SA and the Executive Committee, chaired by his wife Ariane de Rothschild, is responsible for all the business of Edmond de Rothschild Group. The Rothschild’s go back for more than 250 years, and their motto has always been integrity, harmony, and industry.
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Philosophy and Strategy
The balance sheet of Edmond de Rothschild is liquid and solid. The Edmond de Rothschild Group is a result of entrepreneurship and family capitalism. There has to be a long-term vision to identify the investments in the future. The group is independent and has the responsibility and expertise, is innovative to enter new business fields and engage in new financial solutions.
Edmond de Rothschild says that they are the leaders in Asset Management and Private Banking. The group aims to grow further and preserve the value of the family. The relationship with the clients is long-term and covers several generations. Edmond de Rothschild is committed to sustainability. For them it is essential to be transparent, always inform of the risks, protect the interests, be honest, and show respect for the people. The real builders of the future are the asset and wealth managers.
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Services and Solutions
The services of Edmond de Rothschild (Suisse) S.A. are asset management and private banking. Three other services the group offers are corporate finance, fund administration, and private equity. The expertise in the private banking is in investment services, wealth engineering, family advisory, financing and organizational solutions, independent asset managers. The client can choose between different mandates, like discretionary or advisory and there is the tailor-made management of the client’s wealth.
The best suitable products are selected for the client’s risk level or yield expectations. Thanks to the worldwide presence of Edmond de Rothschild the client has access to a wide-range product selection and opportunities. Edmond de Rothschild has a team of 20 specialists, responsible for the external asset managers. They have access to all the services of the bank. The objective of the asset management division is to create performance over the long run. The bank has a multi-specialist model based on innovation and funded research. Edmond de Rothschild is a leading bank for private equity. The corporate finance division helps companies in fundraising, advise on M&A, advice on public offerings and strategic real estate services.
Risk Management
Edmond de Rothschild (Suisse) S.A. has conservative risk management. The risk policy is approved by the Board of Directors and is the guideline for all group companies. The Executive Committee is responsible for the implementation of the procedures to analyze, monitor, identify and evaluate the risk. The different departments are responsible for preventing, anticipate and manage the risk.
There are enormous technical and human resources necessary to deal with the fast-changing rules and regulations in the industry. The main dangers monitored are the liquidity and interest rate risk, the credit risk, the market risk, the operational risk and the reputation risk.
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Added-Value Services
75 billion Euro should be invested in social and transport infrastructure in Europe in the coming years. Edmond de Rothschild raised 850 million Euro for infrastructure financing in 18 months The Rothschild family has a long wine growing tradition. In 1868 James de Rothschild acquired Château Laffite, and in 1973 Baron Edmond de Rothschild bought a small vineyard which since then has become the famous Château Clarke vineyard.
Other vineyards of the family are in New Zealand, South Arica, Spain, and Argentina. Edmond de Rothschild helps build the future of Africa. Over the past ten years, the annual growth was around 5 % in the Sub-Sahara region. Edmond de Rothschild could mobilize approximately 400 million Euro for these projects from European and American clients. Sailing has for 140 years been a family tradition. In 2000 Edmond de Rothschild launched the Gitana racing team. Around 93 % of the assets under management are sustainable assets.
The Rothschild family has a long history in science. Baron Adolphe de Rothschild was the founder of one of the first hospitals with free health care for everybody. Edmond de Rothschild is creating special investment funds to support the life science. The investment fund team is excellent and has received several awards for their quality.
Rothschild Investment Bank | Edmond de Rothschild Asset Management – Facts & Figures
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| Address | 18, rue de Hesse 1204 Geneva |
|---|---|
| Phone | +41 58 201 75 40 |
| Website | www.edmond-de-rothschild.com |
| Year of foundation | 1953 |
| Subsidiaries | 9 |
| No. of employees | 2’431 |
| Rating | – |
| Chairman | Ariane de Rothschild |
| CEO | Vincent Taupin |
| Eligible Regulatory Capital | 1.259 bn CHF |
| Tier 1 Ratio | 23.00 % |
| Leverage Exposure | 20.683 bn CHF |
| Leverage Ratio | 6.00 % |
| Liquidity Coverage Ratio | 148 % |
| Risk Weighted Assets | 5.486 bn CHF |
| Loans outstanding | 7.143 bn CHF |
| Assets under Management | 177.649 bn CHF |
| Assets under Management / Employees | 73.076 m CHF |
| Net profit | 79.164 m CHF |
| Net Profit / Employees | 32’564 CHF |
| Cost / Income Cost Ratio (CIR) | 80.63 % |
| Return on Equity | 5.19 % |
| Own structured products | No |
| Foreigners accepted | Yes |
| Presence abroad | Frankreich, Israel, Italien, Luxembourg, Monaco, Portugal, Spanien, Dubai, London |
Source: Annual Report 2021
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