Edmond de Rothschild (France) products, services and reviews

About Edmond de Rothschild (France)

Edmond de Rothschild (France) is a French credit institution and investment firm that serves private clients, families, entrepreneurs, and institutions as part of the family-controlled Edmond de Rothschild group. In France it focuses on private banking and wealth management (advisory and discretionary mandates, portfolio construction, custody and reporting, wealth structuring in coordination with independent tax and legal advisers) and provides financing solutions such as mortgages and Lombard lending; access to investment funds, structured products, and private markets is offered primarily through group entities including Edmond de Rothschild Asset Management (France), an AMF-authorized management company for UCITS and AIFs. The bank is supervised by the Autorité de contrôle prudentiel et de résolution (ACPR) for banking activities and by the Autorité des marchés financiers (AMF) for investment services. Client cash deposits are covered by the French deposit guarantee scheme (Fonds de Garantie des Dépôts et de Résolution) up to €100,000 per depositor per institution, with additional temporary coverage in defined life events; eligible financial instruments may be covered by the investor compensation scheme up to €70,000, subject to legal conditions. It operates under MiFID II, applies KYC/AML rules, and conducts suitability and appropriateness assessments; securities are held in custody according to French segregation requirements, while investment products carry market, credit, liquidity, and currency risks with no capital guarantee unless stated in the product terms. The bank is positioned for relationship-led service rather than mass-market retail, with access via dedicated relationship managers and digital channels; fees are set by published schedules for standard services and by product prospectuses and individual agreements for wealth management, lending, and private market offerings, and minimum relationship sizes may apply. Edmond de Rothschild (France) is separate from Rothschild & Co, which is a different group. Prospective clients should review current regulatory disclosures, fee documents, investor eligibility criteria, and tax implications, and use the institution’s formal complaints process and, where relevant, statutory mediation mechanisms including the AMF’s mediation service.