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Partners in your development
We place a full range of
products and services at your disposal as well as constant support which
enables you to optimise the advice that you offer your clients and also to
calmly consider growing your business.
Sophisticated tools
Managed by a
dedicated team, our External Managers Department offers you a unique point of
contact, a tailor-made, personalised service and access to all our
know-how. Depending on your
expectations and the needs of your clientele, we can support you in many
fields such as financial and legal analysis and consolidation of accounts and
we can provide you with a real time remote reporting and look-up tool for
your clients’ portfolios.
>> Financial and asset engineering
A close relationship
Like the
close, trusting relationship that we maintain with each of our private
clients, it is our desire to support the third party managers with whom we
work. This desire for partnership translates into easy, speedy access to all
our experts. Available, reactive and committed, they will support you at all
times in seeking original, innovative solutions. Alert to your constraints
and objectives, our specialists help you to constantly improve the quality of
the advice that you deliver to your clients.
>> Private Banking
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Join our network of partners
As third party managers, you can benefit from the know-how and
experience of the Banque Privée
Edmond de Rothschild Europe. Following internal approval, we ask you
to sign a partnership agreement with us which includes all costs. Our
pricing terms and conditions are transparent and can be adjusted according
to circumstances.
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Opening up new prospects for you
Thanks to
the partnership that we establish together, you always have a special contact
who will put
you in touch with our specialists capable of providing you with high added
value expertise in accordance with legal and fiscal regulations. The savings
in time and economies of scale that you make enable you to be more available
for your canvassing work. The quality and scope of the offer that we are
providing to you means that you can win the trust of larger and more
demanding clients sensitive to the prestige of the Rothschild name as well as
the images of reliability, prudence and discretion that it carries.
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