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EDITORIAL
Nathan
1777 - 1836
Londres
Lionel
1808 -1879
Amschel
1773 - 1855
Francfort
Salomon
1774 - 1855
Vienne
Nathaniel
1812 -1870
Alphonse
1827 - 1905
Gustave
1829 - 1911
Edmond
1845 -1934
Robert
1880 - 1946
Maurice
1881 -1957
Nathaniel
1840 -1915
Leopold
1845 - 1917
Nathan
1844 - 1881
Edouard
1868 - 1949
Nathaniel
1877-1923
Anthony
1887 - 1961
Henri
1872 - 1947
Guy
1909 -2007
Victor
1910 -1990
Evelyn
1931
Philippe
1902 - 1988
Jacob
1936
James
1792 -1868
Paris
Carl
1788 - 1855
Naples
David
1942
Edouard
1957
Alain
1910 - 1982
Eric
1940
Robert
1947
Elie
1917 -2007
Edmond
1926 -1997
Nathaniel
1946
Benjamin
1963
Philippine
1933
COMMITMENT
Actively involved family shareholders
Protecting of our clients interests
Integrity and a strong sense of ethics
Social and environmental responsibility
INNOVATION
Entrepreneurial spirit
Responsiveness to economic and financial
developments
OUR VALUES
EXCELLENCE
A bespoke client-centric culture
Adaptability to specific situations
A solid Group with international reach
LONG-TERM VISION
Advising and supporting multi-generational clients
Continuous attention to risk management
Family shareholding structure ensuring a longterm, strategic vision
solutions
THE EDMOND DE
ROTHSCHILD GROUP
1988
2011
1965
1989
2012
La Compagnie de Trsorerie
Benjamin de Rothschild created
1969
1997
2013
1981
Asset management launched in France
1986
The Groups advisory services play a pivotal
role in privatisations in France and
internationally
2000
-Increasing number of regional and
international offices opened
-Private Equity activities developed
2010
The LCF Rothschild group changes its
name to the Edmond de Rothschild group
in honour of its founder
840 employees
2,900 employees
10 offices worldwide
35 offices worldwide
OUR APPROACH
A comprehensive service model tailored
to an international clientele
of wealthy families, entrepreneurs and major institutions
THE EDMOND DE
ROTHSCHILD GROUP
Key figures:
CHF 157bn in assets
Assets by business line (%)
international Group
Proactive teams
Stability
A balanced model protects the companys capital base
Independence
Our majority family shareholding structure guarantees
independence in advisory services and asset management
Entrepreneurial drive
Heirs to 7 generations of entrepreneurs, we understand
the issues related to preserving and growing assets
Data at 31/12/2012
PRIVATE BANKING
ASSET MANAGEMENT
CORPORATE
FINANCE
Mergers and acquisitions
Equity capital operations
Financial engineering
OUR BUSINESSES
Equities
Corporate debt
Asset allocation and sovereign debt
Quantitative asset management
Long only multi-management
Alternative multi-management
Socially Responsible Investment
Currency overlay
Real estate
INSTITUTIONAL
& FUND SERVICES
Fund creation and
administration
Asset servicing
PRIVATE
EQUITY
Capital development
Growth LBOs
Venture capital
Project and environmental
funds
OUR INTERNATIONAL
OFFICES
35 offices in
21 countries
2,900 employees
representing more than
30 nationalities
Americas
Bahamas
Brazil
Chile
Uruguay
Belgium
France
Germany
Guernsey
Italy
Israel
Luxembourg
STRUCTURE AND
GOVERNANCE
La Compagnie
Financire
Edmond de Rothschild
PARIS
Edmond de
Rothschild
Limited
LONDON
Banque Prive
Edmond de
Rothschild
GENEVA
Banque Prive
Edmond de
Rothschild Europe
LUXEMBOURG
La Compagnie
Benjamin de Rothschild
GENEVA
Private Banking:
Protecting and growing the wealth of our clients
Key figures
OUR EXPERTISE
OUR STRENGTHS
Complementary expertise
Assisting entrepreneurs
and professional assets
PRIVATE BANKING
A close relationship:
multicultural teams who
understand your culture and particular preferences
regarding financial, legal and fiscal matters
the stability
of our teams ensures a lasting and close relationship with
your personal advisor
to meet your most
sophisticated needs: Asset Management, Private Equity,
Institutional & Fund Services, Corporate Finance
Data at 31/12/2012
10
Asset Management:
Long-term performance built on proven expertise
Key figures
(1)
CHF 81bn in assets
CHF 54bn in assets under management
(2)
OUR EXPERTISE
OUR STRENGTHS
our fund
managers pick securities based on strong convictions and
independently of benchmarks
A multi-expertise offer:
Equities
Corporate debt
Asset allocation and sovereign debt
Quantitative asset management
Long only multi-management
Alternative multi-management
Socially responsible investment
Currency overlay
Property
ASSET MANAGEMENT
a testament to
our expertise in choosing securities and pursuing Alpha (3)
over the long term
processes
provide
complementary protection
(1): of which CHF 28bn in assets under administration for third party clients
(3): outperformance
Data at 31/12/2012
11
Private Equity:
Long-term view and in-depth understanding of entrepreneurs
Key figures
OUR STRENGTHS
OUR EXPERTISE
in
PRIVATE EQUITY
one of the
An innovative platform of
Project Funds
sustainable, long-term opportunities
we
choose partners whose management shares our vision and
roadmap
Superior service:
providing
thanks to our
expertise in infrastructure and renewable energy
Data at 31/12/2012
12
OUR EXPERTISE
OUR STRENGTHS
third parties:
(UHNWI)
since 2003
Data at 31/12/2012
13
Corporate Finance:
Recognized legitimacy among entrepreneurial families
Key figures
CORPORATE FINANCE
OUR EXPERTISE
OUR STRENGTHS
with entrepreneurs
before a deal, ensuring a better grasp
of strategic and asset-related issues
An international network
Complementary expertise
Autonomy,
financing
Data at 31/12/2012
14