Rothschild & Co Asset Management continues to grow, with inflows of €2.6 billion since January 2024
This autumn, Rothschild & Co Asset Management holds onto its position as leading independent asset management company in France in terms of inflows (excluding money markets)1, and ranked forty-fourth in Europe2.
The Rothschild & Co group's asset management company recorded net inflows of €2.6 billion in the first half of the year, taking its assets under management to €35 billion, an increase of 6% since January 20243.
The French market alone accounted for more than half of this strong growth, both in the institutional client segment and among fund selectors, wealth management advisers and financial networks. Our bond expertise, particularly our mature funds, and our Valor range continue to benefit from this momentum. Our R-co Target 2029 IG and R-co Valor funds rank 7th and 11th respectively in the Top 20 French funds in terms of inflows (excluding cash)1.
These results also confirm the European dimension of Rothschild & Co Asset Management. This record start to the year was driven by the Northern European market in particular, which raised almost €250 million. The momentum of the Belgian and Luxembourg markets, accounting for €181 million, was followed by our high-potential markets such as Switzerland and Germany, which accounted for almost 10%3 of the Firm's total inflows.
To support our development ambitions in these growth markets, the sales teams were boosted with new hires in the summer, with Rothschild & Co Asset Management welcoming Joséphine Wennerholm in Switzerland, Jonas Hegemann in Germany and Paolo Varela Nunes in the Netherlands, where a new office has been opened.
This autumn, clients in Brussels also had the opportunity to discover a new office, as the asset management company moved to a more modern and eco-responsible environment at Rue de la Régence 52, 1000 Brussels. Between now and the end of the year, Rothschild & Co Asset Management intends to maintain this fine momentum, building on its historic expertise and offering investment solutions that are increasingly tailored to the needs of our clients. Several new funds will also be launched in the near future, notably in the high yield bond segment, and we will also be adding new funds to our range of maturity funds, European equity funds and discretionary funds.
Find out more:
Rothschild & Co Asset Management
Muriel Helvadjian
Tel: +33 1 40 74 49 24
muriel.helvadjian@rothschildandco.com
Marie Duverne
Tel: +33 1 40 74 14 95
marie.duverne@rothschildandco.com
(2) Source : Morningstar Direct, data to end september 2024.
(3) Source : Rothschild & Co Asset Management, data to end september 2024.
