La Compagnie Benjamin de Rothschild
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Family Advisory - UHNWI specialists

Tailored service from institutional risk management specialists for « Walking institutions »

Our answer to sophisticated needs

Entrepreneurs and sophisticated investors are “Walking Institutions” who need quality services like the ones we have developed over the last 20 years in managing risk for our institutional clients. Our services range from portfolio consolidation to global allocation advisory.

Applying principles of institutional asset management

Our ongoing discussions with our clients help define their needs and risk profile, and enable us to offer tailored solutions that meet their concerns and match their market vision.

We work on an open-architecture basis and offer tailored products. We constantly review our clients’ risk profile.

Our four basic rules of money management are, in descending order of importance:

  • risk control,
  • liquidity,
  • transparency,
  • priority to absolute return.

« Walking Institutions »?

Once their personal fortunes have reached a certain level, UHNWIs (Ultra High Net Worth Individuals) face the same issues as institutional investors. That’s why we call them « Walking Institutions ».

News
QuAM funds end 2009 at historic highs
12/31/2009 | QuAM
QuAM funds end 2009 at historic highs
The QuAM strategy developed by La Compagnie Benjamin de Rothschild (CBR) in exclusive partnership with Expert Timing Systems (ETS), again fulfilled its promise, allowing investors in the Prifund QuAM Multimanager funds to finish the year with excellent results.