# Edmond de Rothschild: the family-owned Geneva bank with a real-assets focus

> Edmond de Rothschild — the family-owned Geneva house with a record CHF 198bn: legal entities and regulators by country, booking centres, Hottinger in London, the 1MDB settlement and deposit protection.

Last modified: 2026-10-19T00:00:00.000Z
Canonical: https://wiki.private.law/en/edmond-de-rothschild
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Cite as: Edmond de Rothschild: the family-owned Geneva bank with a real-assets focus. wiki.private.law. https://wiki.private.law/en/edmond-de-rothschild. Version b3f2ea1f50eecaf9b59158b6125b3d166e1ba25f6365bc91601bd19b3c6732c9.
Topics: banking
Jurisdictions: switzerland, luxembourg, france, monaco, belgium, spain, uk, israel, uae
Functional tags: private-banking
Product tags: bank, wealth-planning, investment, custody, lombard-credit, family-office, real-estate
Semantic tags: private-banking, bank, wealth-planning, investment, custody, lombard-credit, family-office, real-estate

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## Concept

**Edmond de Rothschild** is a Geneva investment house combining a private bank and an asset manager. **Type**: family-owned and unlisted — 100% held through Edmond de Rothschild Holding SA (the majority of votes sits with Ariane de Rothschild and her four daughters); the group left the SIX exchange in 2019 and consolidated all banking under the Swiss entity [Edmond de Rothschild (Suisse) SA](https://www.wealthbriefing.com/html/article.php/edmond-de-rothschild-\(suisse\)-to-go-fully-private-). Founded in Paris in 1953 by Baron Edmond de Rothschild. Not to be confused with Rothschild & Co, the separate firm of the family's Anglo-French branch. Group CEO is Ariane de Rothschild (since March 2023); the chairman is Yves Perrier (former Amundi CEO).

## History and evolution

A Geneva bank since 1965 and in Luxembourg since 1969. Benjamin de Rothschild took over in 1997; in 2019 the family [bought out minorities and delisted](https://www.edmond-de-rothschild.com/media/obzf4dvo/annual-report-2019.pdf). Benjamin died on 15 January 2021; after a short tenure of CEO François Pauly, [Ariane de Rothschild became group CEO](https://www.edmond-de-rothschild.com/media/ya3fca03/edr-suisse-annual-report-2023-en.pdf) in March 2023.

Recent moves: a DIFC advisory office opened in 2023; in February 2025 the stake in London multi-family office Hottinger & Co was [raised to 70%](https://www.edmond-de-rothschild.com/en/news/show/1565-14684-edmond-de-rothschild-becomes-majority-shareholder-of-hottinger-co-limited-and-appoints-new-ceo); the sale of Luxembourg fund asset servicing to Apex collapsed in August 2025 and was replaced by an [expanded CACEIS partnership](https://www.edmond-de-rothschild.com/en/news/show/1565-17747-caceis-and-edmond-de-rothschild-expand-their-asset-servicing-partnership-in-luxembourg) (October 2026).

Assets under management hit a [record CHF 198bn at end-2025 (+8%)](https://www.edmond-de-rothschild.com/en/news/show/1565-16673-strong-momentum-with-chf-10-billion-net-inflows-in-2025-taking-assets-under-management-to-a-record-high-close-to-chf-200-billion) on CHF 10bn of net inflows; more than 2,700 staff.

> 🍓 Deposit protection by entity: Edmond de Rothschild (Suisse) SA — [esisuisse, CHF 100,000](https://www.esisuisse.ch/en/banks/bank-search); Edmond de Rothschild (Europe) SA and its branches — [FGDL, €100,000](https://www.edmond-de-rothschild.com/media/ibbhm5yr/en-lu-fgdl.pdf); Edmond de Rothschild (France) and the Monaco bank — the French FGDR, €100,000. Custody securities remain the client's property.

## Regulation

- **FINMA** — Edmond de Rothschild (Suisse) SA (Geneva; branches in Lugano, Fribourg, Lausanne, a Zurich office);
- **CSSF** — Edmond de Rothschild (Europe) SA (Luxembourg) with branches in Belgium, Spain, Portugal and Italy;
- **ACPR** — Edmond de Rothschild (France) SA; **ACPR/CCAF** — the Monaco bank;
- **FCA** — Hottinger & Co Limited (London);
- **DFSA** — Edmond de Rothschild (Middle East) Ltd, Category 4 advisory licence;
- in Israel — Edmond de Rothschild Portfolio Management (Israel) Ltd (Tel Aviv).
## Source of funds and compliance

No public onboarding rulebook; the segment standard applies — documented [source of funds and source of wealth](https://wiki.private.law/source-of-funds) and CRS/FATCA self-certification. The dated supervisory backdrop is substantial: a US DOJ Swiss Bank Program resolution (2015, US$45.2m); a CSSF fine of €8.9m (2017) and a [court-approved €25m settlement in May 2025](https://www.luxtimes.lu/businessandfinance/luxembourg-bank-to-pay-25-million-fine-in-1mdb-money-laundering-case/68242840.html) over 1MDB — EdR (Europe) became the first Luxembourg bank convicted of money laundering; an [AMF composition administrative of €550,000](https://www.amf-france.org/fr/sanctions-transactions/transactions/transactions-homologuees/accord-de-composition-administrative-conclu-le-20-novembre-2025-avec-la-societe-edmond-de-rothschild) (November 2025) covering the French private-equity arm; in March 2026 the French financial prosecutor searched the Paris HQ in a probe targeting a former employee (the bank is cooperating). For clients the practical outcome is deep entry diligence.

> 💡 Prepare the source-of-wealth file in advance: sale of a business, dividends, inheritance. The review mechanics are covered in the guide on [documenting source of funds](https://wiki.private.law/source-of-funds).

## Who it serves

- **HNW and UHNW clients**: no official minimum is published; industry references cite around US$2m for the Swiss bank (unofficial);
- **non-residents** booking in Geneva, Luxembourg, Paris or Monaco;
- **families** — the Hottinger multi-family office in London (200+ families at the time of the deal);
- investors focused on sustainable and impact strategies — a signature theme of the house;
- [external asset managers](https://wiki.private.law/eam-external-asset-manager) — a dedicated desk (~50 professionals across seven countries).
## Services

### Wealth management

- discretionary and advisory portfolio management;
- sustainable and impact strategies as the baseline.
### Lending

- [lombard loans](https://wiki.private.law/lombard-lending) and mortgages.
### Investment products and private markets

- **real estate**: EdR REIM with €13.7bn under management;
- BRIDGE infrastructure debt (€6.5bn) and private equity (€4.6bn);
- asset management (EdR AM, €107bn) for institutional clients.
### Wealth planning

- wealth structuring and insurance solutions via the Luxembourg brokerage entity;
- philanthropy advisory; family-office services through Hottinger.
## Entities and booking centres

Asia and Latin America are outside the perimeter: the Hong Kong branch closed in 2016, Montevideo in 2022.

| Jurisdiction | Legal entity | Format and supervisor | Role for the client |
| --- | --- | --- | --- |
| Switzerland | Edmond de Rothschild (Suisse) SA | operating holding, FINMA | main booking centre |
| Luxembourg | Edmond de Rothschild (Europe) SA | bank, CSSF; branches in Belgium, Spain, Portugal, Italy | EU booking centre and fund administration |
| France | Edmond de Rothschild (France) SA | credit institution, ACPR | domestic market and booking |
| Monaco | Edmond de Rothschild (Monaco) | bank, ACPR/CCAF | booking centre |
| UK | Hottinger & Co Limited (70% stake) | wealth manager, FCA | multi-family office; SEC-authorised for US clients |
| Israel | EdR Portfolio Management (Israel) Ltd | subsidiary of the Swiss bank | local servicing |
| UAE | EdR (Middle East) Ltd, DIFC | DFSA, Category 4 (since 2023) | advisory; booking in Europe |

## Strengths

- family ownership and a generational horizon rather than quarterly pressure;
- rare depth in real assets: real estate, infrastructure debt, private equity;
- a full European booking perimeter: Switzerland, Luxembourg, France, Monaco;
- a London multi-family office authorised for US clients.
## Where it does not fit

- clients in Asia or Latin America without a European link — no direct booking centres there;
- those sensitive to the supervisory record: the 1MDB settlement (€25m, 2025) and the 2026 PNF search in Paris are part of the public profile;
- portfolios centred on crypto assets — no dedicated offering;
- smaller fortunes — the indicative threshold is around US$2m (unofficial).
Edmond de Rothschild is a family-owned European house with a strong real-assets line and four European booking centres; the trade-offs are the absence of Asia and a visible supervisory trail of recent years.

## Q/A

### Entry and booking

### What minimum capital does Edmond de Rothschild require?

The bank publishes no official minimum. Industry references cite around US$2 million for the Swiss entity and €1–3 million for France; exact terms are agreed individually and depend on residence and the wealth structure.

### How does Edmond de Rothschild differ from Rothschild & Co?

They are separate firms of different family branches. Edmond de Rothschild is the Geneva group of the Swiss branch, family-owned and unlisted; Rothschild & Co is the Anglo-French firm of the Paris branch, taken private in 2023. They compete for clients and for the family brand.

### What does the deposit guarantee cover?

Switzerland — esisuisse CHF 100,000; Luxembourg and its branches — FGDL €100,000; France and Monaco — FGDR €100,000. Custody securities are not covered by the schemes but are returned to the owner in a bank failure.

### Supervisory backdrop

### What happened in the 1MDB case?

The bank's Luxembourg entity processed transactions linked to the 1MDB fund; after a €8.9m CSSF fine in 2017, a court approved a €25m settlement in May 2025 — the first money-laundering conviction of a Luxembourg bank. The bank completed its 2016–2019 remediation plan.

### Was the March 2026 PNF search about the bank's clients?

No. The search of the Paris HQ relates to a corruption probe against a former employee (who worked there in 2014–2016); the bank is cooperating and faces no charges. There are no direct consequences for clients.

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