No financial institution can claim to employ the leading experts on all markets and on all products. As a consequence, the most effective way to invest on clients' behalf is to create funds of funds by allocating capital to professional money managers, the best in their particular segment. With tens of thousands of investment funds operating throughout the world, it takes considerable know-how and resources to pick the most promising ones at any given moment.
A 40-year history
Banque Privée Edmond de Rothschild pioneered alternative multimanagement by setting up the world's first fund of hedge funds in 1969. In the four intervening decades we have painstakingly developed unmatched expertise in fund selection and in the management and administration of multimanager vehicles.
Open-architecture fund portfolios are not only a longstanding tradition at our Bank but also an extremely effective tool when it comes to managing clients' assets.
A profession
The unique experience that we have built up is key to our successful fund of funds management. Choosing the world's top-performing investment funds is a full-fledged profession requiring thorough knowledge of the markets and asset classes, on the one hand, and of the people and organisational structure behind each candidate vehicle, on the other.
A team
Thanks to our Bank's human and technical resources, we are able to master this dual capability. Teamwork is essential. Analysts and managers pick and allocate funds, legal advisers handle due diligence procedures and back-office staff deal with the wide-ranging technical aspects of fund administration. Finally, sophisticated software is needed. In our case this has mostly been developed in-house to satisfy our special demands.
A flexible product offering
Our expertise and resources enable clients to tap into the finest talent available in any asset class, via funds of funds and made-to-measure portfolios.