For a lot of banks, discretionary management is a business. For us it is a vocation that we can trace back two and a half centuries. We believe that you, the client, are unique and that signing a discretionary management mandate establishes a genuine partnership between you and your account manager, our Bank's representative.
In the troubled times of the French Revolution, Mayer Amschel, who founded the Rothschild dynasty, made a name for himself by developing his flair for coin dealing under a red sign « Rotes Schild » in Frankfurt. With perseverance and talent he was able to win the confidence of Wilhelm IX, Landgrave of Hesse-Kassel and heir to one of Europe's greatest fortunes. Mayer Amschel became Wilhelm's foremost money manager.
Since then seven generations have followed, and today we are proud to be able to offer you unequalled skills when it comes to optimising performance for the risk profile of your choice. At your request we will study your financial situation in minute detail to determine the management style that matches your objectives seamlessly. Throughout this process your highly trained account manager will devote the utmost attention to your aspirations and concerns.
At Banque Privée Edmond de Rothschild Ltd. there are four distinct stages in the construction and discretionary management of a portfolio tailored to your personal situation:
- The relationship begins with a private discussion between you and your account manager to ascertain, among other things, your tolerance to risk and the time horizon of your investments.
- You then decide together what type of mandate is best suited to your requirements. A broad range of possibilities is available, as you will see in the synoptic table below.
- With the help of specialist teams, your account manager adapts the Bank's investment policy to your distinctive profile. From then on your asset allocation is updated in real time, in line with market conditions and the decisions of our Strategy Committee. Thus, you are spared the worry of monitoring your situation and can benefit fully from the professionalism of our Investment Research Department.
- Your returns are analysed regularly with a critical eye to make absolutely sure that the portfolio is still consistent with your objectives. If these change, its composition can be adjusted.
We are constantly improving this process, and it has successfully withstood the test of time. While numerous other banks have been weakened by the financial crises of the recent past, Banque Privée Edmond de Rothschild group has emerged stronger than ever.
"You can trust an honest man, just as you can trust a rich banker."
Montesquieu.