Asset Management
Our conviction-led
approach
We look towards the future, and we are committed to achieving long term value creation for our clients. Our aim is always to generate significant, sustainable performance in the mid to long run, through a “protect and grow capital” mindset.
These core commitments have been embedded in our organisation’s philosophy since 1953, and have led us to develop a fundamental, research-driven approach which is key to identifying and benefiting from multiple sources of return across the full spectrum of asset classes.
As such, our approach to investing is founded upon three principles:
Specialisation
A team of experienced investment professionals, experts in their markets/strategies.
Autonomy
Our portfolio managers are fully empowered to make investment decisions and are accountable for performance.
Collaboration
Constant interactions and synergies between investment teams to find new sources of value for our clients.
Generation of long-term returns
through an active, high-conviction approach, without index constraints.
Search for innovative solutions
responsive to the current and future challenges of investors.
Strict valuation discipline
to avoid overpaying for growth.
Balanced portfolio structures
diversified across sectors and factors.
Proprietary esg analysis
to form a better understanding of long-term risks.
We are
different
Detail of frosted glass panels by artist Gilles Chabrier, bank salons, Geneva
In a very large, crowded, global industry, many other asset managers claim independence, but our family ownership means we have real independence.
Additionally, beyond the facts and figures we are demonstrably different in key areas.
Commitment
Our independence, our focus on long-term wealth creation, our emphasis on results from both a financial and societal perspective are second to none, and a true source of differentiation. Our commitment is also reflected in our relationship with our clients. We have always placed institutional relationships at the heart of our strategy.
Conviction
Our desk research is substantial, with a huge range of proprietary sources, which enables our risk management approach to be rigorous and disciplined. Our portfolio managers know that their job is to make decisions driven by conviction. Data alone, index and fashion will never make the decisions.
Real impact
From our earliest days, Edmond de Rothschild have maintained the principle that wealth should act as a starting-point for change in the real world. It should fuel the real economy, and contribute to building the world of tomorrow.
Sustainability
Our focus on the long term has a lot to do with Edmond de Rothschild’s ecosystem being genetically sustainable; it is built into our DNA. This leads our passionate dedication to sustainability: the future would be a wasteland without it. We offer a wide range of ESG investment solutions, both for liquid and private markets, and we have genuine and full integration of ESG criteria into our investment process.
Innovation
An asset manager with principles like these has a powerful motive to innovate: to make the world a better place. We continue to innovate, in areas from thematic investment in strategically-important fields, to our unique private equity partnerships with specialist firms in the developing world.
A unique range of expertise
Our expertise in a uniquely broad range of liquid and private markets enables us to offer clients an exceptionally wide range of value-added investment solutions tailored to their needs.