Benefit From The Investment Expertise Of Edmond De Rothschild

28.07.14

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Blevins Franks has formed a unique partnership with Banque Privée Edmond de Rothschild Europe. We have developed “Privée Select”, an exclusive route for Blevins Franks clients to benefit from Edmond de Rothschild’s notable investment expertise.

Blevins Franks’ objective is to provide clients with the highest calibre wealth management solutions. We have formed a unique partnership with Banque Privée Edmond de Rothschild Europe, part of the Edmond de Rothschild Group. Working together, we have developed “Privée Select”, an exclusive route for our clients to benefit from their notable investment expertise.

Edmond de Rothschild is one of the most prestigious and respected names in private banking. It has an outstanding record in management of private wealth for seven generations, and has built a reputation for excellence in the field of discretionary investment management.

Discretionary management is designed for those who want to enable their investment management company to actively manage their portfolio by responding rapidly to economic and market events.

Edmond de Rothschild’s expertise and excellence in fund and asset allocation is based on four principles:

  • A rigorous, proven investment process
  • Selection of the best asset managers worldwide
  • Risk profile tailored to clients
  • Simple and efficient ideas

The Group employs substantial resources to research and analyse funds and managers. Its Investment Committee meets weekly, or at short notice when necessary, to discuss the macro and micro economic themes and implications for investment markets. This continuous monitoring allows them to select the optimum portfolio of funds for each investment strategy to meet the prevailing and anticipated market and economic conditions.

It aims first and foremost to protect capital, seeking to limit the impact of market volatility by making conviction based investment decisions. Its careful and active asset allocation demonstrates real skill in identifying profitable themes, and renowned expertise in the selection of third-party funds.

Each investor has different objectives, time horizons and attitude to risk. With Privée Select, your investment strategy is based on your personal aims and risk tolerance.

The cornerstone of Blevins Franks’ service is wealth structuring advice to shelter capital from income, capital gains, wealth and inheritance taxes. Through us you benefit not only from Edmond de Rothschild’s distinguished investment expertise, but, importantly, the ability to hold your funds within a highly effective tax efficient structure. This provides protection to help you legitimately avoid paying too much tax – often there are considerable savings for you and your family.

Please CONTACT US to learn more about how you can benefit from Privée Select, our other investment propositions and tax planning expertise.

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.

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