Claude Messulam

Provides banking and financial services

Rothschild Bank Switzerland specializes in private portfolio management, either investing directly or using a multi-manager approach. The firm's investment philosophy emphasizes strategic asset allocation across asset classes and focuses on capital preservation. They invest globally in conventional asset classes and alternative products.

Provides investment banking services

Provides investment services

Provides financial services

Provides wealth mamgement services

Edmond de Rothschild-Spain is a conviction-driven investment house that favors bold strategies and investments rooted in the real economy, combining long-term performance and impact. The firm takes a long-term view that is aligned with their clients' interests. Their decision-making processes are efficient, and their teams are driven by the desire to innovate while controlling risks.

Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions.

Provides investment research