• Our expertise in providing advice, business support and wealth planning enables us to take a comprehensive view of a business-owner’s professional and personal assets, acting as the banking partner of the entrepreneur, the family and the company.

  • Discretion, close ties and reliability form the basis of the relationships we build with our clients every day.

    We listen to, engage with and win the trust of our clients, in order to provide them with innovative, personalised solutions that meet their expectations.

  • Tailor-made service

     

     the structure of your private and professional wealth

     

     your investment strategy in view of your objectives and commitments 

     

     your asset allocation and assessing your risks

     

     an investment approach 

     

     your investment strategy through dedicated management of your portfolios

  • The quality and breadth of our expertise mean that we can provide comprehensive, long-term support to our clients.

    When business leaders become Rothschild Martin Maurel clients, they are given access to the complementary skills of a private or corporate-banking relationship manager, a financial planner and an investment manager.

    We work as a team to meet all the requirements of family executives, as regards both their private and professional wealth. Our comprehensive service includes the Rothschild & Co group's advisory activities, for example, in corporate finance and merchant banking (private equity and lending).

    We want our clients to benefit from Rothschild Martin Maurel's extensive global network, and from the synergies that exist within our group. We therefore encourage discussion between our various business lines, and we work closely with our M&A and merchant banking teams, developing shared expertise and techniques that we apply for the benefit of entrepreneurs and family-owned companies. 

     

  • A service tailored to business leaders in Belgium

    In Belgium, we offer a comprehensive trusted adviser service to business leaders, modelled on the service we provide to our clients in France and Monaco. We take account, however, of specific local features, particularly regarding tax and corporate structures but also Belgian civil law, which plays a significant role in our work to structure and optimise the wealth of our Belgian clients.

    Our team in Belgium is organised in a similar way to Rothschild Martin Maurel’s team in France. It consists of private-banking relationship managers, financial planners and investment managers, who work in tandem with their French counterparts and with the group’s other entities, such as our corporate finance advisory unit. The constant interaction between these various teams generates valuable synergies, and gives our clients preferential access to a network that has both local roots and international reach.

  • A service tailored to clients in Monaco

    Rothschild Martin Maurel has operated in Monaco since 1987, and our local subsidiary applies its know-how and expertise for the benefit of a local and international client base, consisting of families and executives that work for industrial and commercial groups. We help them structure and plan their international wealth, secure private financing and manage their assets. We also give them the opportunity to invest in a range of Monaco-based mutual funds.