Edmond de Rothschild: a major development, the change of dimension of the "Advisory" service

2019 11 22 rotschild

Edmond de Rothschild (Monaco) has specialized in mandated management with always enviable performances; this service enables the client to entrust the management of his financial assets to the Bank by having previously defined the degree of risk that he is ready to take. This management is delegated to a team of specialists, the Portfolio Managers, placed under the responsibility of a local Chief Investment Officer, in coordination with the Group's research teams.

This was explained by Hervé ORDIONI, general manager of the establishment, during a press breakfast organized on the premises of the bank.

"Edmond de Rothschild (Monaco) also offers an "Investment Advisory" service aimed at investors wishing to maintain an active role in the management of their assets. Thanks to the support of 7 market professionals, we help our clients to manage their own savings through a complete range of tailor-made strategies (live securities, derivatives, customized structured products, private equity, etc.)."

Backed by a local trading room, five years after its creation, this department, headed by Michael MENNELLA, is one of the great successes of Monaco's financial center.

2 new Investment Advisors have joined the team, Christian PRISCO, Senior Investment Advisor, and Lucas CIRIMBILLI, Investment Advisor.