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: The US and Europe continue to diverge

20/12/2024

• The latest developments in Europe have failed to improve political visibility.
• In the US, the economy is still proving resilient.
• We are sticking with our tactically positive stance on equities with the accent on the US and China. Our strategic view on investment grade credit is unchanged.

Market Analysis

Market flash: The year end brings some bad surprises

13/12/2024

As expected, the ECB cut its deposit rate by 25 basis points.

In China, the lack of concrete details from Beijing regarding economic support measures disappointed investors, which weighed on the stock markets.

In the United States, the release of inflation statistics held no surprises, with the CPI index aligning with expectations.

Press Release

Edmond de Rothschild Asset Management appoints Vianney Hocquet as Hybrid Corporate Debt Portfolio Manager

12/12/2024

Edmond de Rothschild AM appoints Vianney Hocquet as Hybrid Corporate Debt Portfolio Manager, effective December 11th, 2024.

Investment Strategy

Outlook & Convictions H1 2025

11/12/2024

Overweighting US equities has become a consensual choice that nobody can deny today. This position is however likely to change during the coming months.

The theme of resilience, i.e investing in companies able to withstand further disruptions to the global production chain and a firmer pursuit of sovereignty and security, now occupies a central place.

In the bond markets, we are unwinding our overweight on emerging bonds pending the arrival of the Trump administration, and increasing our exposure to subordinated financial bonds and corporate hybrids.

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