Financial and asset engineering : a very high level multidisciplinary approach

The Banque Privée Edmond de Rothschild Europe provides its clients with unique expertise based on services and methods which combine tradition and modernity.

A wide area of intervention

Adhering to the secular values and traditions related to our brand name, over time we have developed unique know-how and expertise which enable us to advise and support our clients on all financial, legal and fiscal aspects of their wealth management. Our financial and asset engineers are able to provide a personalised response to all your challenges: conservation and protection of your assets, support with and organisation of your relocation, organisation of the transfer of your assets over several generations, organisation or structuring of shareholders, management of financial flows and revenue (dividends, capital gains, interest, royalties)…

Innovative, personalised solutions

Corporate lawyers, tax specialists, analysts, fund managers… All our specialists combine their skills to make your specific requirements their primary concern. Their sole aim is to ensure that you enjoy original solutions specially tailored to your asset strategy and your plans. Within the framework of their mission, our engineers can also call on all the expertise within the Edmond de Rothschild Group on a daily basis.

Major advantages

Because of its historic, cultural and organisational specificities, the Banque Privée Edmond de Rothschild Europe offers both the advantages of an independent family bank and a major international financial institution: close relationship, entrepreneurial spirit, personalised services, a comprehensive technical range of products and services, global presence… It also enjoys a major advantage linked to the special position of the Luxembourg financial marketplace. European and international by nature, this has specific legislation favourable to financial innovations and therefore optimum diversification of the solutions and methods that we can offer you.

React and anticipate

Economic crisis, legal or financial changes, unexpected adjustments in your personal or professional life… There are many random events which can occur and impact on your asset strategy. Being reactive, our experts remain concentrated on preserving your assets and defending your interests, come what may. Endowed with significant experience, they can intervene on the legal or fiscal organisation of your assets at any time and suggest alternative solutions to secure your assets according to changes in your environment.

Family Office Services

Out of a desire to take full care of your assets, our teams can also offer you a comprehensive range of “Family Office” services. These, in synergy with the bank’s other departments, are designed to enable you to control and consolidate your assets, thus ensuring perfect transparency of the results of your management.