The Edmond de Rothschild

group

EDITORIAL

EDMOND DE ROTHSCHILD GROUP

250 years of banking and financial tradition

THE ROTHSCHILD FAMILY

Mayer Amschel Rothschild

1744 - 1812

Nathan
1777 - 1836
Londres

Lionel
1808 -1879

Amschel
1773 - 1855
Francfort

Salomon
1774 - 1855
Vienne

Nathaniel
1812 -1870

Alphonse
1827 - 1905

Gustave
1829 - 1911

Edmond
1845 -1934

Robert
1880 - 1946

Maurice
1881 -1957

Nathaniel
1840 -1915

Leopold
1845 - 1917

Nathan
1844 - 1881

Edouard
1868 - 1949

Nathaniel
1877-1923

Anthony
1887 - 1961

Henri
1872 - 1947

Guy
1909 -2007

Victor
1910 -1990

Evelyn
1931

Philippe
1902 - 1988

Jacob
1936

EDMOND DE ROTHSCHILD GROUP

James
1792 -1868
Paris

Carl
1788 - 1855
Naples

David
1942

Edouard
1957

Alain
1910 - 1982

Eric
1940

Robert
1947

Elie
1917 -2007

Edmond
1926 -1997

Nathaniel
1946

Benjamin
1963

Philippine
1933

Our values: Born of tradition and vision

COMMITMENT
Actively involved family shareholders
Protecting of our clients interests
Integrity and a strong sense of ethics
Social and environmental responsibility

INNOVATION
Entrepreneurial spirit
Responsiveness to economic and financial
developments

A permanent quest for innovative financial

OUR VALUES

EXCELLENCE
A bespoke client-centric culture
Adaptability to specific situations
A solid Group with international reach

LONG-TERM VISION
Advising and supporting multi-generational clients
Continuous attention to risk management
Family shareholding structure ensuring a longterm, strategic vision

solutions

EDMOND DE ROTHSCHILD GROUP

THE EDMOND DE
ROTHSCHILD GROUP

60 years of success and innovation

1953

1988

2011

Group created by Baron

Edmond de Rothschild in Paris

Institutional & Fund Services activity

launched in Luxembourg

Accelerated deployment of asset

management on the international stage

1965

1989

2012

Acquisition of the Geneva-based

Banque Prive

La Compagnie de Trsorerie
Benjamin de Rothschild created

Christophe de Backer appointed CEO

of the Edmond de Rothschild group

1969

1997

2013

-First subsidiary of the Swiss bank opened

in Luxembourg
-Funds of hedge funds offer
launched in Geneva

Baron Benjamin de Rothschild

succeeds his father as head of the
Group

Roll-out of New Group strategy

1981
Asset management launched in France

1986
The Groups advisory services play a pivotal
role in privatisations in France and
internationally

2000
-Increasing number of regional and
international offices opened
-Private Equity activities developed

2010
The LCF Rothschild group changes its
name to the Edmond de Rothschild group
in honour of its founder

Key figures 1997

EDMOND DE ROTHSCHILD GROUP

Key figures 2012

CHF 33bn in assets

CHF 157bn in assets

840 employees

2,900 employees

10 offices worldwide

35 offices worldwide

The Edmond de Rothschild Group today

OUR APPROACH
A comprehensive service model tailored

to an international clientele
of wealthy families, entrepreneurs and major institutions

A unique, close relationship

combined with the expertise of an

THE EDMOND DE
ROTHSCHILD GROUP

Key figures:
CHF 157bn in assets
Assets by business line (%)

international Group

Proactive teams

who anticipate economic changes when designing our

products and services

Access to a comprehensive range

of financial products and products

Stability
A balanced model protects the companys capital base

Independence
Our majority family shareholding structure guarantees
independence in advisory services and asset management

Entrepreneurial drive
Heirs to 7 generations of entrepreneurs, we understand
the issues related to preserving and growing assets
Data at 31/12/2012

EDMOND DE ROTHSCHILD GROUP

A comprehensive offer harnessing synergies between our

core business and our complementary activities

PRIVATE BANKING

ASSET MANAGEMENT

Financial and wealth planning

Wealth management
Life insurance
Family advisory services
Philanthropic advisory services

CORPORATE
FINANCE
Mergers and acquisitions
Equity capital operations
Financial engineering

OUR BUSINESSES

Equities
Corporate debt
Asset allocation and sovereign debt
Quantitative asset management
Long only multi-management
Alternative multi-management
Socially Responsible Investment
Currency overlay
Real estate

INSTITUTIONAL
& FUND SERVICES
Fund creation and
administration
Asset servicing

PRIVATE
EQUITY
Capital development
Growth LBOs
Venture capital
Project and environmental
funds

EDMOND DE ROTHSCHILD GROUP

OUR INTERNATIONAL
OFFICES

The Groups international reach

35 offices in
21 countries
2,900 employees
representing more than
30 nationalities

Americas

Europe & Mediterranean Basin

Bahamas
Brazil
Chile
Uruguay

Belgium
France
Germany
Guernsey
Italy
Israel
Luxembourg

EDMOND DE ROTHSCHILD GROUP

Asia-Pacific & Middle East

Monaco
Portugal
Slovakia
Spain
Switzerland
United Kingdom

China / Hong Kong

Japan
Taiwan
United Arab Emirates

Governance adapted to the Groups international scale and

the complementary nature of our business lines

STRUCTURE AND
GOVERNANCE

EDMOND DE ROTHSCHILD HOLDING S.A.

GENEVA
Benjamin de Rothschild Chairman
Ariane de Rothschild Vice Chairwoman

La Compagnie
Financire
Edmond de Rothschild
PARIS

Edmond de
Rothschild
Limited
LONDON

Banque Prive
Edmond de
Rothschild
GENEVA

Banque Prive
Edmond de
Rothschild Europe
LUXEMBOURG

La Compagnie
Benjamin de Rothschild
GENEVA

THE GROUPS EXECUTIVE COMMITTEE

Christophe de Backer CEO of the Edmond de Rothschild Group
Marc Ambroisien CEO Banque Prive Edmond de Rothschild Europe
Manuel Leuthold Deputy CEO Banque Prive Edmond de Rothschild
Marc Samuel CEO La Compagnie Financire Edmond de Rothschild
Laurent Tignard CEO Asset Management
Daniel Trves General Manager La Compagnie Benjamin de Rothschild
Bndicte Chrtien Chief Human Resources Officer Group
Charlotte Garnier-Peugeot Chief Communication & Marketing Officer Group
Philippe Loiseau Chief Operating Officer Group
Jean-Christophe Pernollet Chief Financial Officer Group

EDMOND DE ROTHSCHILD GROUP

Private Banking:
Protecting and growing the wealth of our clients
Key figures

CHF 75bn in assets

22 offices worldwide
Teams representing more than
15 nationalities

Private Banking, the Group's core business, is

characterized by a spirit of innovation and excellence
offering a wide range of tailored solutions designed for
the needs of private clients and entrepreneurs.

OUR EXPERTISE

OUR STRENGTHS

Devising the best asset strategy based on your

personal goals and projects

Structuring and organizing your assets

to find
flexible solutions that can evolve according to your
situation

A long-term relationship based on trust:

Focusing on risk controls and long-term

performance to enhance, secure and pass on your
assets

Complementary expertise

Offering families comprehensive management of

their assets through our Family Advisory service

Assisting entrepreneurs
and professional assets

PRIVATE BANKING

A close relationship:
multicultural teams who
understand your culture and particular preferences
regarding financial, legal and fiscal matters

the stability
of our teams ensures a lasting and close relationship with
your personal advisor
to meet your most
sophisticated needs: Asset Management, Private Equity,
Institutional & Fund Services, Corporate Finance

in managing their personal

Data at 31/12/2012

EDMOND DE ROTHSCHILD GROUP

10

Asset Management:
Long-term performance built on proven expertise
Key figures
(1)
CHF 81bn in assets
CHF 54bn in assets under management

(2)

6 asset management hubs

(Paris, Geneva, London, Luxembourg,
Hong-Kong, Frankfurt) and more than 500
employees

Asset Management is one of the Edmond de

Rothschild Group's two strategic areas of activity.
Our offering is available through dedicated
management mandates and open funds distributed
in 14 countries.

OUR EXPERTISE

OUR STRENGTHS

Active management built on conviction:

our fund
managers pick securities based on strong convictions and
independently of benchmarks

Unique positioning as an independent multi-

A multi-expertise offer:

A continuous innovation strategy

specialist: we focus on areas of expertise where we are

considered an industry reference
that takes into
account the current and future challenges of our clients

Equities
Corporate debt
Asset allocation and sovereign debt
Quantitative asset management
Long only multi-management
Alternative multi-management
Socially responsible investment
Currency overlay
Property

Dedicated risk management solutions

ASSET MANAGEMENT

An award-winning selection of funds,

a testament to
our expertise in choosing securities and pursuing Alpha (3)
over the long term

Integrated risk controls

and rigorous investment

processes

provide

complementary protection

(1): of which CHF 28bn in assets under administration for third party clients

EDMOND DE ROTHSCHILD GROUP

(2): of which CHF 2.4bn in Private Equity

(3): outperformance

Data at 31/12/2012

11

Private Equity:
Long-term view and in-depth understanding of entrepreneurs
Key figures

Private Equity allows private clients and institutionals to

allocate part of their assets to medium-term horizon
assets, which offer attractive returns and a degree of
market decorrelation.

CHF 2.4bn under management

More than 25 years of experience

OUR STRENGTHS

OUR EXPERTISE

Comprehensive support to entrepreneurs

in

growing their business

An approach emphasizing external growth and

international expansion
growth deals

PRIVATE EQUITY

with more than 45 external

Strong leadership in Life Sciences:

one of the

largest biotech allocations in Europe

An innovative platform of

Project Funds
sustainable, long-term opportunities

A relationship of trust with our partners:

we
choose partners whose management shares our vision and
roadmap

A stable, experienced team

who has been through

numerous investment cycles

Superior service:

an experienced back office staff

ensuring the best service for our investors

providing

A pioneer in sustainable finance

thanks to our
expertise in infrastructure and renewable energy

Data at 31/12/2012

EDMOND DE ROTHSCHILD GROUP

12

Institutional & Fund Services:

State-of-the-art expertise at your service
Key figures

Assets under administration:

CHF 28bn for third party clients
CHF 12bn for the Group

INSTITUTIONAL & FUND

SERVICES

In addition to management of funds, we also provide a

wide variety of high value-added services in fund
administration and asset servicing.

120 funds and 420 sub-funds

OUR EXPERTISE

OUR STRENGTHS

A comprehensive offer of tailored services for

Teams who are guided by a private banking philosophy

third parties:

which combines good listening skills, responsiveness and

high-quality, customised solutions

Our expertise includes conducting fund feasibility

studies, creating funds, operational monitoring, and
risk controls
We offer institutionals administrative agent,
custodian bank and Management Company services
(UCITS-AIFM)

Cutting-edge, highly technical expertise:

beyond the traditional options, extensive experience with
complex and innovative vehicles (private equity, real estate,
hedge funds, etc.).

Providing special access to an institutional offering

for private clients

(UHNWI)

A platform for third-party fund managers

Sophisticated and personalized reporting
ISAE 3402 certification

since 2003

Data at 31/12/2012

EDMOND DE ROTHSCHILD GROUP

13

Corporate Finance:
Recognized legitimacy among entrepreneurial families
Key figures

More than 160 deals

since 2006, more than
half of which with family-held companies

CORPORATE FINANCE

A historically significant activity within our Group,

Corporate Finance is an important tradition in our Group
which harnesses discretion and independence to help a
company's shareholders manage their business portfolio.

OUR EXPERTISE

OUR STRENGTHS

Providing support to family shareholders or

The ability to establish a close, long-term relationship

founders in decisive equity transactions (selling company

stakes, tie-ups, acquisitions, etc.)

with entrepreneurs
before a deal, ensuring a better grasp
of strategic and asset-related issues

Optimising a deals legal, fiscal and financial

An international network

conditions while taking into account the companys

objectives and the shareholders wealth and family
constraints

Complementary expertise

Coverage of all economic sectors

Company appraisals and advisory services for

for M&A teams (wealth

engineers, tax and legal specialists) who perform the
preliminary work for all complex operations related to a deal

Autonomy,

which enables us to offer, without any

conflict of interest,
solutions to corporate financing
issues for companies and their shareholders

financing

Data at 31/12/2012

EDMOND DE ROTHSCHILD GROUP

14