Rothschild & Co Asset Management confirmed its growth momentum and posted net inflows of 3.3 billion euros in 2024

Rothschild & Co Asset Management confirmed its growth momentum and posted net inflows of 3.3 billion euros in 2024

Rothschild & Co Asset Management has closed a year of strong growth, and is now the leading independent management companyin France¹, and in the first decile of management companies in Europe (excluding cash)².

 Thanks to  net inflows of 3.3 billion euros and favorable markets, the Asset management business of Rothschild & Co saw its assets under management reach 38 billion euros at the end of 2024³. Over three years, net inflows have exceeded 10 billion euros, a sign of investors' confidence in the company's investment solutions³.

These results were driven mainly by the Fixed Income asset class, whose assets under management total 20 billion euros. In addition to the R co Conviction Credit Euro flagship, which now has 2.9 billion assets under management, this strong growth is also due to the success of the R co Target maturity funds which have collected over 3 billion euros since Jan 2022, particularly the R co Target 2028 IG fund (+ €780M in 2024)³. Global and diversified equities remain well recognised. Our historic R co Valor fund, which celebrated its 30-year anniversary in 2024, reached 6 billion euros of assets under management, with net inflows of 1.7 billion euros over three years³.

The business’s international dimension is confirmed, with inflows registered outside France accounting for almost half of flows in 2024. Our European expansion continued with the opening of a new office in The Netherlands and the strengthening of our sales teams in Germany, Spain, Switzerland and shortly in Italy. The French market remains very dynamic, accounting for more than half of total inflows, both from institutional and retail investors.

Rothschild & Co Asset Management intends to continue its expansion, using its historical expertise in direct management and open architecture to offer investment solutions adapted to the needs of its clients. With this in mind, new funds were launched in 2024, notably in the short- term high yield bond segment with R co Conviction High Yield SD Euro, as well as new generations of R co Target 2029 HY and R co Target 2030 IG maturities, a widening of the European equity range with R co Core Equity Europe and in open architecture with R co Selection ETF. Discretionary management is also a strategic priority for the asset management business, which is consolidating its offering through long term partnerships.

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For further information:

Rothschild & Co Asset Management 

Muriel Helvadjian
Phone: +33 1 40 74 49 24
muriel.helvadjian@rothschildandco.com

Marie Duverne
Phone: +33 1 40 74 14 95
marie.duverne@rothschildandco.com