Asset management.

At Edmond de Rothschild Asset Management, we are independent & investment-led with long standing experience of serving global institutional clients. Above all, we are led by our convictions and fully committed to progress.

A unique
alternative

IMG 7090 NB BD

IMG 7090 NB BD

Polishing of the Pregny Honey Jar by artist Gilles Chabrier, Paris

We only believe in investing with purpose
Across our exceptionally wide range of asset classes, in liquid and private markets, we maintain these core principles:
- We are investment led and conviction driven
- All of our strategies are designed to achieve long-term value creation
- We believe that finance should fuel the real economy and contribute to building the world of tomorrow
- We are driven by an independent and pioneering spirit

By investing with purpose, we continue to extend a track record of 250 years of putting clients’ interests at the centre of our actions – clients who today include intermediaries, private banks and wealth managers based in major markets across Europe, Middle East and Asia. Our clients have the opportunity to invest in both liquid and private markets funds including Infrastructure Debt, Real Estate and Private Equity.

We are fiercely independent as we remain a 100% family-owned business, always pioneering, rooted in strong values and clear convictions in everything we do.

Edmond de Rothschild Asset Management is a one of a kind.

Key figures

(31/12/2023)

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96

Bn EUR under management

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700+

Team members in asset management

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390

Investment professionals

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20+

Distribution in countries worldwide

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6

Expertise in major asset classes

Our investment
strategies

Equities

An active and conviction-led approach applying a range of strategies to build concentrated portfolios aimed at generating consistent risk-adjusted returns over the long term.

Fixed Income

An experienced team, innovators in strategies covering the main bond market segments and with a long track record in high yield, subordinated and emerging market debt.

Multi-Asset & Overlay

A fundamental top-down approach with a disciplined risk-control overlay, providing a range of investment solutions and achieving optimal risk-adjusted returns.

Infrastructure Debt

A leading infrastructure platform, in the top ten globally, deploying flexible strategies to finance key themes including Energy transition, Digital, Transport, Social and Cleaner Utilities.

Private Equity

A platform based on a partnership business model offering distinctive and pioneering strategies that combine sustainability and profitability.

Real Estate

A pan-European platform with strong local roots (local presence and local knowledge). A comprehensive offer of strategies, from investment to portfolio management, with a strong focus on sustainability.

Latest thought
leadership

A favorable environment for the High Yield market

Expert Interview

A favorable environment for the High Yield market

20/11/2024

As economic growth shows signs of overall resilience and interest rates begin to normalise, the High Yield market is now supported by a more favourable environment.

Alexis Foret, Head of High Yield at Edmond de Rothschild Asset Management (France), believes that bonds in this segment – with their attractive yields and rising average coupons – have all the characteristics to cater to investors’ every need.

Letter from the CIO AM: The bull and the elephant in the (same) room

Letter from the CIO AM: The bull and the elephant in the (same) room

18/11/2024

More than a victory, a triumph

Donald Trump and the Republicans have won full control of the White House and Congress. This scenario, which came with rather low odds in the opinion polls, has extended the “Trump trade” (bullish equity market and rising US long-term yields and dollar) and has this time around created a wider dichotomy between the United States and Europe (where equity indices and long-term yields are declining). Investors have focused on the Republican candidate’s promises of lower corporate taxes and deregulation in the US and rising tariffs for other trade partners – Europe included.
They have also factored in deeper public deficits (rising real and nominal rates) and higher inflationary risks (rising inflation break-even rates). Markets have experienced violent swings since early October and the beginning of the “Trump trade”, with the S&P500 outperforming the Eurostoxx 50 by almost 9%.

Special flash : US elections

Special flash : US elections

06/11/2024

The Republican candidate's victory has now been confirmed. D. Trump becomes the 47th president in the history of the United States. He particularly benefited from the crisis of confidence among Americans regarding the economic situation in their country, with over 50% of them indicating it was their main concern, according to exit polls.

Edmond de Rothschild Asset Management appoints Victoire Dubrujeaud as High Yield Portfolio Manager

Press Release

Edmond de Rothschild Asset Management appoints Victoire Dubrujeaud as High Yield Portfolio Manager

29/10/2024

Edmond de Rothschild Asset Management has appointed Victoire Dubrujeaud as High Yield Portfolio Manager-analyst in the fixed income team. She starts on 28 October 2024.

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Sustainable investing

We are ready to support our clients' journeys to sustainability. We bring a clear and considered ESG approach, which we have tried and tested over time.

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Our investment strategies

We look towards the future, and we are committed to achieving long term value creation for our clients.