Edmond de Rothschild Private Equity

What Edmond de Rothschild Private Equity does

Edmond de Rothschild Private Equity is the private equity and asset management arm of the Edmond de Rothschild Group, a 100% family-owned private banking and asset management institution headquartered in Geneva, Switzerland, with operational roots tracing to 1776. The group operates across 11 countries through 6 booking centers, employing 1,001-5,000 staff including 150 dedicated private bank investment professionals and 300+ specialists in real estate, private equity, and infrastructure debt. Core products include private banking (discretionary and advisory mandates), wealth planning, life insurance through the Assurances et Conseils subsidiary, real estate investment management, private equity fund partnerships, infrastructure debt financing, responsible investment, and corporate finance advisory.

The firm manages CHF 98 billion in assets under management (as of 31/12/2025), generating revenue through subscription-based advisory and management fees, performance fees including carried interest on alternative investment funds, and professional services fees for corporate finance engagements. Distribution is relationship-led, with dedicated private bankers across European and Middle Eastern offices providing bespoke multi-generational wealth structuring for high-net-worth individuals. Technology stack is not publicly disclosed, though the firm operates a mobile application and E-Banking platform (BP LINK) across multiple jurisdictions. Recent strategic activity includes partnerships with Amethis for an Africa-focused EUR 406M private equity fund, co-financing of major battery energy storage infrastructure with EBRD, and a co-investment vehicle partnership with Jasmin Capital. The firm faces ongoing regulatory scrutiny related to the Epstein investigation, including a 2026 raid of its Paris offices.

Name

Edmond de Rothschild Private Equity

Legal name

Edmond de Rothschild (Suisse) S.A.

Website

https://edmond-de-rothschild.com

Company type

Private

Founded year

1776

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Edmond de Rothschild Private Equity is the alternative investments arm of the family-owned Edmond de Rothschild Group, managing CHF 98 billion in assets across private equity, infrastructure debt, and real estate for high-net-worth individuals and institutional clients across 11 countries.

Ownership category

akta.pro rank

Product category

Private Banking and Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Finance Services (6199)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Offshore & International Private Banking (FSAAABAB), Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Private Credit / Direct Lending (FSAAAHAG), Private Foundations (BPAGAKAA)

Keywords

• Private banking services
• Wealth management
• Asset management
• Private equity investment
• Corporate finance advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Private Banking Advisory Fees: Revenue generated from advisory and discretionary portfolio management services charged to private banking clients. The firm offers both advisory mandates where clients maintain control of decisions, and discretionary mandates where investments are managed on their behalf by Edmond de Rothschild professionals.
2. Asset Management Fees: Management fees and performance fees (carried interest) from managing investment funds across equities, fixed income, multi-asset, infrastructure debt, private equity, and real estate asset classes for institutional and private clients.
3. Life Insurance and Capitalization Products: Commission and fee income from facilitating access to life insurance and capitalization contracts through partner insurance companies (French and Luxembourg-based), including bespoke structuring services.
4. Corporate Finance Services: Advisory fees from corporate finance engagements including capital operations, financing transactions, and M&A advisory for entrepreneurial clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Edmond de Rothschild Private Equity is part of a family-owned Swiss private banking and asset management group that provides integrated wealth management services to high-net-worth individuals, families, entrepreneurs, and institutional clients. Core offerings include Private Banking (advisory and discretionary mandates), Wealth Planning, Life Insurance & Capitalization contracts, Real Assets (Private Equity, Real Estate, Infrastructure Debt), Corporate Finance advisory, and an institutional Asset Management platform spanning equities, fixed income, multi-asset, and alternatives. The firm manages CHF 98 billion in assets across 11 countries.

Product overview

Edmond de Rothschild operates as a multi-disciplinary private banking and asset management group offering an integrated platform of wealth management services. The core offering centers on Private Banking with complementary capabilities including Wealth Planning, Investments (Discretionary and Advisory mandates), Life Insurance via the Edmond de Rothschild Assurances et Conseils subsidiary, and Real Assets covering Real Estate, Private Equity, and Infrastructure Debt. Additional services include Philanthropy & Engagement and Responsible Investment for ESG-focused clients, plus Corporate Finance advisory. The Asset Management platform extends institutional-grade solutions across equities, fixed income, multi-asset strategies, and alternatives. The group manages CHF 98 billion in assets (as of 31/12/2025) through 150 investment professionals serving clients across 11 countries with 6 booking centers, maintaining a 250-year family ownership tradition.

Differentiator

Problem solved

Functional benefit

Brands

• Gitana: Sailing team/sponsor - Maxi Edmond de Rothschild, winner of the Arkea Ultim Challenge and Arktika
• Edmond de Rothschild Heritage
• Edmond de Rothschild Foundations
• Caron
• LSFIN

Products and services

• Private Banking Comprehensive private banking services for high-net-worth individuals and families, including wealth preservation, portfolio management, and holistic advisory across 11 countries supported by 150 dedicated investment professionals.
• Wealth Planning Holistic wealth engineering service covering wealth structuring, succession preparation, company succession, and retirement planning, coordinated with legal and tax advisors across European jurisdictions.
• Discretionary Mandate Fully managed investment portfolio service where Edmond de Rothschild experts handle daily investment decisions on behalf of clients across public and private markets using a conviction-based approach.
• Advisory Mandate Investment advisory service where clients retain control of portfolio decisions while receiving analysis and recommendations from Edmond de Rothschild investment professionals.
• Life Insurance & Capitalization Contracts Life insurance policies and capitalization contracts providing wealth protection, transmission planning, and tax-efficient wealth management through partnerships with leading French and Luxembourg insurance companies.
• Real Estate Investment Solutions Real estate investment solutions covering the full value chain from technical and financial advisory to operational capabilities for identifying opportunities across various real estate asset types and investment funds.
• Private Equity Investment Investment in unlisted companies with high growth potential through a partnership model leveraging industrial and financial expertise to co-develop innovative strategies with positive ESG impact.
• Infrastructure Debt Financing Financing solutions for essential infrastructure assets supporting society's functioning and growth, offering significant diversification potential and long-term returns as one of Europe's leading players in this segment.
• Corporate Finance Advisory Expert advisory services for capital and financing operations, supporting clients through mergers, acquisitions, LBOs, and equity transactions with dedicated corporate finance specialists.
• Institutional Asset Management Institutional asset management platform offering public and private market solutions including equities, fixed income, multi-asset strategies, infrastructure debt, private equity, and real estate investment management for institutional clients.
• Philanthropy & Engagement Advisory Services helping clients design philanthropic commitment strategies aligned with their convictions and maximize impact through structured philanthropic initiatives and family foundations.
• Responsible Investment Service ESG-integrated investment approach combining environmental, social, and governance considerations into analysis and investment processes targeting sustainable growth with positive impact.

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Jasmin CapitalminorStrategic or Co-development Partner · 11 March 2026Partnership between Edmond de Rothschild Corporate Finance and Jasmin Capital for co-investment vehicles (CVs), enabling distribution of private markets investment opportunities.
• Amethis Investment Fund ManagercoreStrategic or Co-development Partner · 21 January 2026Partnership between Amethis Fund Manager and Edmond de Rothschild Private Equity for Amethis Fund III, an Africa-focused private equity fund targeting energy-led growth companies in small and mid-sized businesses. Fund III closed at its target size of EUR 406 million with capital already deployed in four investments. Supported by major development finance institutions including European Investment Bank, IFC, Bpifrance, British International Investment, FinDev Canada, Swedfund, Proparco, and KfW DEG.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Rothschild & Co: The other principal branch of the Rothschild banking dynasty, Rothschild & Co is a publicly listed global financial advisory and merchant banking group with substantial private banking and asset management operations. Directly comparable as a fellow Rothschild-affiliated wealth manager with overlapping client base and European footprint.
• Pictet Group: One of the largest Swiss private banks and asset managers, fully owned by partners and managing over CHF 600 billion. Directly comparable in business model (private banking, asset management, multi-generational ownership, Swiss-anchored) and HNW client focus.
• Lombard Odier: Swiss private bank with a multi-generational partnership ownership structure, providing private banking, asset management, and wealth structuring for HNW and UHNW clients globally. Closely comparable in scale, heritage, ownership model, and integrated wealth platform approach.
• J. Safra Sarasin: Swiss private banking group owned by the Safra family, with operations across Europe, Asia, and the Americas. Comparable in family ownership, multi-jurisdictional private banking focus, and integrated asset management platform.
• Union Bancaire Privée (UBP): Swiss private bank with significant asset management and alternative investment capabilities, serving HNW clients across Europe, Middle East, and Asia. Comparable in scale, Swiss-anchored model, and emphasis on alternative investment solutions.
• Mirabaud: Swiss private bank with a partnership ownership structure dating back to 1819, offering wealth management, asset management, and corporate finance. Closely comparable in heritage, ownership model, and integrated service platform for HNW clients.
• Indosuez Wealth Management: The wealth management arm of Crédit Agricole Group, with significant European and Asian private banking operations. Comparable in integrated wealth platform, multi-jurisdictional presence, and HNW/UHNW client focus, though backed by a banking group rather than family ownership.
• EFG Bank: Swiss private banking group with global presence across Europe, Asia-Pacific, Americas, and Middle East, providing wealth management and asset management services to HNW clients. Comparable in scale, geographic spread, and integrated investment platform.

Broad incumbents

• Lazard: Global financial advisory and asset management firm with significant European heritage. Comparable through its corporate finance advisory business and asset management platform, which overlap directly with Edmond de Rothschild's Corporate Finance and Asset Management subsidiaries.
• Vontobel: Swiss private banking and asset management group, publicly listed and managing a significant alternatives platform. Comparable in integrated wealth management and asset management services, though broader in scope with investment banking capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@edmondderothschild
• Facebookfacebook.com/ederothschildgroup
• LinkedInlinkedin.com/company/edmond-de-rothschild
• Instagraminstagram.com/edmondderothschild
• Xx.com/ederothschild

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments26 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edmond de Rothschild Private Equity