Edmond de Rothschild achieved significant growth in 2024, marked by a 12% increase in assets under management to CHF 184 billion, driven by strategic acquisitions and strong client inflows.

Target Information

Edmond de Rothschild is an esteemed investment house established with a commitment to harnessing wealth for the benefit of the real economy, thus contributing meaningfully to societal progress. For nearly three centuries, it has specialized in private banking and asset management, offering a comprehensive range of services including wealth management, life insurance, private equity, and real estate.

As of December 2023, Edmond de Rothschild managed over CHF 163 billion in assets and maintained a robust financial structure characterized by a CET1 ratio of 20.3%. The firm operates globally with over 2,600 employees distributed across 28 locations, thereby establishing a strong presence in key markets like Geneva, Luxembourg, Paris, and Monaco.

Industry Overview

The private banking and asset management industry in Switzerland remains strong and competitive, continually drawing significant investments from both domestic and interna