France - Rothschild Martin Maurel

One of France’s leading wealth managers

As trusted advisers to numerous business leaders and their families, our mission is to help our clients bring their professional and financial plans to fruition.

Rothschild Martin Maurel is the combination of two independent private banks, founded and controlled by the Rothschild and Maurel families, who have worked closely together for three generations.

Our unique business model, combining high-quality client relations with the expertise of our talented staff, meets all of our clients' expectations.

We are independent entrepreneurs: our family-controlled model and entrepreneurial spirit enable us to build close, trust-based relationships with our clients over the long term."

Partner , Rothschild Martin Maurel Alain Massiera

Your local, international advisers

We are a major independent player in the private banking market in France with all the advantages and synergies of an international group, drawing on the Rothschild & Co group’s network across more than 40 countries. We advise clients across France with offices in Paris,  as well as the Rhône-Alpes, Provence-Alpes-Côte d'Azur, Nouvelle-Aquitaine and Occitania regions of France.

 

 

We want our clients to benefit from the wealth of the Rothschild Martin Maurel network in France and abroad, as well as from the synergies within our Group. We promote exchanges between our different business lines and work closely with our Mergers & Acquisitions (Global Advisory), unlisted investments (Five Arrows) and asset management (Asset Management Europe), teams, with whom we develop a common expertise and approach for entrepreneurs and families.

WHO WE WORK WITH

Entrepreneurs

Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.

Families

With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.

Charities

From funding your philanthropic goals to forecasting future spending, we'll partner with you on a long-term horizon, investing sustainably on your behalf to ensure you have a lasting impact for generations to come.

WHAT WE DO

We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals.

Advice & planning

Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.

Investing

In addition to rigorous planning, our experts build a global investment strategy, integrating listed and unlisted assets, offering you diversity to meet your objectives.

Banking & Lending

From day-to-day services to project financing, we offer you a custom-tailored  experience to meet your needs.

Align your investments with your values

Sustainable investing

We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, careful analysis of them is the start of our investment process.

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