Independent managers, a win-win-win relationship
For your needs and those of your clients, we provide you not only with our expertise but also with a name: Rothschild!
Independent managers can count on individual attention from an experienced account officer steeped in our corporate culture. This officer is aided by two deputies who are perfectly familiar with your file and who collaborate in a team spirit that will meet all your expectations. Availability, understanding of your circumstances and those of your clients, top-quality service and a proactive approach—these are the ingredients of our successful formula.
Serving you
You will be able to tap into all of our Bank's services: fund management, wealth engineering, fixed-income and equity research, etc. Our Independent Managers Dept is located within the Bank, allowing easy access to our tax and legal advisers, traders and other experts...
A congenial atmosphere
Most of the executives who run our department are themselves account managers. They do not just have a name; they have a face and their door is open. We think it is important to keep the touch of a family business and for you to feel "at home".
Remote IT access
You can view the accounts that you manage under a discretionary mandate on our IT system, using a secured link.
Rothschild
When we open the doors of our Bank to you, we open them to your clients. This bonds them to the Rothschild name, a name that marries tradition with modernity, upholds human values and bespeaks financial success.
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