Edmond de Rothschild (EdR) has strengthened its presence in the UK wealth management sector by acquiring a majority stake in Hottinger & Co Ltd. This move builds on an existing partnership and allows EdR to expand its services for high-net-worth individuals (HNWIs) and family offices. London remains a key financial hub, attracting global investors seeking expert wealth management solutions.
A strategic move for long-term growth
EdR first acquired a minority stake in Hottinger & Co in 2021. Over time, the bank recognized the firm’s expertise in managing complex family wealth and saw the value of increasing its involvement. By securing a controlling stake, EdR enhances its ability to serve clients who need sophisticated financial strategies.
Hottinger & Co specializes in wealth preservation, asset structuring, and investment management. The firm works with around 200 families whose total wealth is valued at approximately $60 billion. Although Hottinger does not manage this entire amount, it plays a crucial role in structuring and safeguarding these assets. By joining forces with Edmond de Rothschild, the firm gains access to a wider range of investment opportunities and financial expertise.
What this acquisition means for investors
This partnership benefits HNWIs and family offices looking for expert wealth management. EdR and Hottinger & Co share a commitment to client-first service, ensuring that financial strategies align with long-term wealth preservation goals. Investors will also gain access to broader investment opportunities, including private equity, real estate, and global markets.
Key benefits for investors
| Benefit | Client Advantage |
|---|---|
| Expanded investment options | Greater access to private equity, real estate, and alternative assets |
| Personalized wealth strategies | Tailored, conflict-free financial planning |
| Enhanced family office services | Support in succession planning, tax structuring, and asset protection |
| Direct access to elite banking solutions | Stronger connections with leading Swiss private banks |
A leadership change to drive future success
To support this expansion, Penny Lovell has been appointed as the new CEO of Hottinger & Co. With over 20 years of private banking experience, she brings deep knowledge of wealth advisory and asset management. Her previous roles at Citi Private Bank, Rothschild & Co Asset Management, and Fleming Family & Partners make her well-equipped to lead Hottinger & Co’s next phase of growth. Under her leadership, clients can expect stronger relationships, personalized investment strategies, and seamless wealth management services.
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The future of wealth management under Edmond de Rothschild
This acquisition reflects Edmond de Rothschild’s long-term strategy to expand its presence in global wealth management. By integrating Hottinger & Co into its network, EdR enhances its ability to serve international investors.
For HNWIs seeking premier banking solutions, this partnership offers new possibilities. Clients can access elite financial services, advanced investment options, and expert advisory support. With a commitment to independence and tailored wealth management, Edmond de Rothschild and Hottinger & Co are well-positioned to support clients in preserving and growing their wealth.
For those exploring Swiss banking opportunities, Easy Global Banking remains the trusted partner in finding the most suitable financial institutions.
