Edmond de Rothschild Asset Management, the conviction driven investment house, has entered into a strategic distribution agreement with DAVINCI Trusted Partner, an independent distributor focused on the wealth segment in Latin America and the US offshore space.
Under this agreement, DAVINCI Trusted Partner will promote and distribute a selection of Edmond de Rothschild Asset Management’s flagship strategies to distributors, private banks, family offices and other financial institutions serving high net worth and affluent clients across the following markets: USA, Uruguay, Argentina, Chile, Brazil, Colombia and Peru.
The partnership will initially focus on Edmond de Rothschild Asset Management’s core fixed income strategies, in particular its fixed maturity fund range, alongside emerging market debt, and selected thematic equity strategies. These solutions are intended to help clients build well diversified and resilient portfolios in an evolving interest rate environment.
Marie Jacot, Global Head of Distribution at Edmond de Rothschild Asset Management, commented: “This partnership with DAVINCI Trusted Partner is an important step in expanding our international distribution footprint. Latin America and the US offshore space are home to sophisticated investors seeking differentiated, high-conviction strategies and long-term partners they can trust. By combining our fixed income and thematic expertise with their strong local presence, we are enhancing our ability to support wealth managers with robust, forward-looking investment solutions across the region.”
David Hayon-Benchimol, Head of Sales Latam & US Offshore at Edmond de Rothschild Asset Management added: “Latin America and the US offshore markets are evolving rapidly, with wealth managers seeking more targeted, outcome-oriented solutions. By working closely with DAVINCI Trusted Partner and leveraging their strong local insight, we can bring our flagship fixed income and thematic equity capabilities to clients in a way that is truly aligned with their needs. Together, we aim to be a reference partner for advisers seeking robust and institutional-quality strategies for their end investors.”
Santiago Queirolo, Founding Partner at DAVINCI Trusted Partners, said: “We are very excited about this partnership with Edmond de Rothschild Asset Management, a long standing and respected firm in the industry. This agreement will allow us to bring the best-in-class solutions to our intermediary’s clients in the US Offshore and Latam markets”
James Whitelaw, Founding Partner of DAVINCI Trusted Partners, commented: “We are extremely committed with our clients, and our main objective is to support them in the process to select outstanding investment solutions. There is an increasing interest in the wealth management segment in diversifying and globalizing the clients’ portfolios to boost long term performance. We strongly believe that Edmond de Rothschild Asset Management will provide best in class investment solutions, especially through their fixed maturity expertise, together with EM debt, and thematic equities linked to Big Data, among other compelling strategies.”
DAVINCI Trusted Partner specializes in the independent distribution for the wealth segment in the Latin American and US Offshore market. DAVINCI Trusted Partner has a 15 professional strong team, with offices in Uruguay, Argentina and Chile, and currently opening in Miami for the US Offshore coverage.
About Edmond de Rothschild
Edmond de Rothschild is an investment house founded on the conviction that, when harnessed for the good of the real economy, wealth can have a meaningful impact and help to rejuvenate the concept of progress.
Driven by a culture of financial foresight for nearly three centuries, Edmond de Rothschild specialises in private banking and asset management, boasting recognised expertise in its main business lines of: wealth management, wealth engineering, life insurance, services for independent wealth managers, corporate finance, private equity, real estate, infrastructure, liquid strategies, and fund administration. The 100% family ownership structure gives the investment house real independence, serving to align with the interests of its clients and fostering the emergence of financial solutions adapted to the specific needs of a client base of families, entrepreneurs and institutional investors. At 31 December 2025, the Edmond de Rothschild Group had over CHF 198 billion in assets under management and a robust balance sheet with a solvency of 19.1%. With more than 2,800 employees in 35 global locations, it ranks as a key player in the main markets where it operates, including Geneva, Luxembourg, Paris and Monaco.
Edmond de Rothschild is at the heart of a unique ecosystem of businesses ranging from farming, wine-making and hospitality to family philanthropic activities, the Gitana offshore racing team and the perfume house Caron.
Press contact
Edmond de Rothschild
Fany de Villeneuve
+33 6 46 24 69 38
f.devilleneuve@edr.com