Discretionary portfolio management is the essence of our business. We have developed an open-architecture management model, based on a broad investment universe of listed and unlisted assets and structured products. This wide range of products enables us to design investment strategies tailored to your specific profile and objectives.
Through our discretionary portfolio management offer, you benefit from personalised support provided by your dedicated manager.
Our role is to determine our clients' investment strategy and asset allocation. To achieve this, we have access to a substantial pool of analyses from the Group' various committees, including, of course, those specific to Rothschild Martin Maurel. This privileged access allows us to shape our recommendations independently.
We are constantly developing innovative investment solutions that arise from our reflections and our market views. These products, exclusively reserved for Wealth Management clients, have proven over time our ability to react and our sense of innovation when facing market fluctuations. Our process also integrates the analysis of extra-financial criteria, in order to combine financial performance and responsibility.
We offer financial management solutions based on 3 poles:
Learn more about unlisted assets
