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

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

At Edmond de Rothschild Asset Management, we are an independent, investment-led and conviction-driven asset manager with longstanding experience of working with intermediaries finding suitable financial solutions for their clients.

We believe finance serves as a catalyst for shaping the future and driving real economic progress. Rooted in a 250 year history of entrepreneurial expertise, our legacy is one of putting clients’ interests at the centre of our actions. 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 and entirely following our convictions in everything we do. We believe in investing with purpose. The demand for sustainability is engrained within the DNA of Edmond de Rothschild's values. It is expressed through dedicated strategies that combine financial, social, and environmental performance.

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

Key figures

(31/12/2023)

Bn EUR under management

700+

Team members in asset management

390

Investment professionals

20+

Distribution in countries worldwide

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

Market Analysis

Market flash: Markets applaud Donald Trump's first week as president

24/01/2025

• Donald Trump reassured financial markets by delaying potentially inflationary measures, leading to a rise in equity markets.
• Exchanges between Donald Trump and Xi Jinping helped mitigate the risks of a trade war, thus supporting a rebound in Chinese stocks.
• Markets were bolstered by positive developments such as the ceasefire in Gaza, improved manufacturing PMI in Europe, and excellent fourth quarter figures in the US.

Market Analysis

Market flash: Markets enjoy a breath of fresh air

17/01/2025

• Underlying inflation in the US has slowed more than expected.
• In the United States, investors are now anticipating a rate cut in June rather than October.
• The fall back in Treasury yields revived equity markets, with European indices doing particularly well.

Magazine

The SRI Chronicles - Should we expect more or less regulation in sustainable finance?

15/01/2025

While January is the month of wishes and good resolutions, what can we expect in terms of regulation for sustainable finance in Europe by 2025? In France, candidates for the competitive examination and students at the Institut national du service public (INSP), which has replaced the Ecole nationale d'administration (ENA) since 2022, have been working for decades on a similar question: more or less state? The right answer is a more EFFICIENT state.

Market Analysis

Market flash: A week marked by a surge in bond rates

10/01/2025

• The president-elect’s very aggressive stance on foreign policy gave investors more cause to worry and US equities fell further and bond yields increased.
• The US labor market continues to show signs of strength, with rising job vacancies and falling unemployment registrations.
• The UK saw the biggest surge in bond rates over the week. 10-year gilts hit an intraday high of 4.9%, a level not seen since 2008.

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.

Find out more