(1) Investments in responsible, sustainable and impact strategies.
Put finance back
at the service
of the industry
At Edmond de Rothschild Private Equity, we believe finance serves as a catalyst for shaping the future and driving real economic progress. Rooted in a 250-year legacy of history and entrepreneurial expertise in Private Equity, we pursue a transformative and proactive investment approach to generate enduring value.
Our unique partnership model is based on financial and industrial expertise, allowing us to develop resilient investment strategies in the small and medium-sized enterprise market. By engaging in investment strategies with strong value creation potential, we ensure that finance effectively supports industry for significant impact.
Key figures
(31/12/2025)
12
Investment strategies
220
Professionals
4.2
Bn CHF assets under management
8
Investment advisory teams
83%
of AUM relates to strategies with high-intentionality¹
A forward-looking
approach
Tasting room, Château Clarke, Listrac-Médoc
Our forward-looking approach allows us to anticipate environmental and societal impacts, crafting innovative and visionary investment strategies that contribute to building the future while ensuring risk-adjusted returns.
We prioritise concrete initiatives that produce tangible, measurable effects on the real economy. To this end, we’ve developed a unique investment platform addressing three major challenges of the 21st century:
1/ Energy: meeting growing needs and accelerating the low-carbon transition.
2/ Resources: protecting ecosystems and promoting efficient resource management.
3/ Human capital: adapting to demographic dynamics and regional and international issues.
Expertise
Detail of the Gitana sail, bank lounges, Geneva
Real assets
Focusing on mobility, digital and public infrastructure, energy transition and sustainable urban regeneration.
Emerging economies
Fostering Africa's structural development, serving a growing middle class driven by demographic change, urban expansion, and increased trades between European economies and Africa.
Buyout & growth capital
Providing strategic and financial support to help promising SMEs develop around major issues (management and capital transition, new consumption trends, regionalisation, health services, business productivity and innovation, agri-food transition...).
250 years of entrepreneurial
history and craftsmanship
Maxi Edmond de Rothschild, winner of the Arkéa Ultim Challenge - Brest
Since the 19th century, the Rothschild family played a crucial role in financing strategic sectors, accompanying major transformations in economic development:
- The Compagnie des Chemins de Fer du Nord: by investing in this first railway company, the Rothschild family facilitated the expansion of rail infrastructure in France, revolutionising transport and trade.
- The Suez Canal: by financing the construction of the Suez Canal, a key 19th-century project, the family helped transform trade routes between Asia and Europe, reducing transport times and opening up new economic opportunities.
These landmark investments are a testament not only to the Rothschild family's strategic vision, but also to their commitment to economic progress. This vision is at the heart of our Private Equity approach: to innovate and develop impact strategies that address environmental and social issues, while creating long-term value.
Our
approach
Entrepreneurial spirit
Beyond being financiers, we are above all entrepreneurs. The combination of the teams' industrial and financial expertise enables them to develop innovative and value-creating strategies. As an entrepreneur first and foremost, Edmond de Rothschild Private Equity supports and assists the management teams of the companies in which it invests in the implementation and development of their projects.
Agility
Thanks to an agile structure, we can adopt a proactive approach to identify the investment themes that will help meet the challenges of tomorrow, build dedicated management teams, and set up the right investment vehicles.
Alignment of interests
A successful private equity strategy relies above all on the know-how of women and men involved, and on their capacity to collaborate efficiently. Based on long-term partnerships with independent and specialized investment teams, our model creates the best conditions for aligning the interests of Edmond de Rothschild, the investment teams, and investors, thereby guaranteeing trust for the latter.
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