A sound bank with reliable managers

Within the Banque Privée Edmond de Rothschild Europe, a team of managers provides a mandated asset management service. A discipline which requires an excellent knowledge of the products, how they work and their tax implications... As well as clients who entrust their assets to us.

An individual service

Reserved for substantial asset bases, mandated management – or investment advice – is aimed at clients who want to delegate total management of all or part of their assets to their banker. The latter provides asset allocation in the best interests of his client, within the framework of a predetermined transaction envelope and level of risk. From top end alternative to traditional collective management, the management mandates we offer fall within the framework of a relationship of absolute trust and transparency between the client and his representative. For us, this trust is intended to strengthen over time. It is based on an ever-deepening knowledge of your situation (personal, family, professional, financial…) and a perfect understanding of your expectations.

Experts in stock market mechanisms and investments, our managers work in close collaboration with our asset engineers and Family Office. By entrusting us with a management mandate, you automatically access all the services offered by these two departments of the Bank.

Multiple intervention options

A preferred advisor in charge of the management of a part of your assets, your manager selects the investment solutions most likely to meet your expectations. His choices cover all the products available in the market and are therefore not limited to those marketed by our company. On the other hand, he can rely on all the infrastructures developed by the Edmond de Rothschild Group in Luxembourg and throughout the world. Your manager enjoys preferential access to the international network of the Bank and its subsidiaries and ultimately a very extensive range of products and services.

Explain and exchange

Asset management makes use of financial products which are often sophisticated and complex to operate. Above and beyond the simple management of your portfolio, your manager is constantly available to provide you with information on the mechanisms governing the products he selects and to explain their advantages within the framework of the management mandate you entrusted to him. These exchanges are particularly important. They illustrate the trust and transparency which guide our actions. They also enable the managers to validate the relevance of the vehicles they prefer and to satisfy themselves over time that the options which are taken on your behalf indeed match your strategy and expectations.