ROTHSCHILD MARTIN MAUREL

Rothschild Martin Maurel is the French private banking business of Rothschild & Co, formed in 2017 through the combination with Compagnie Financière Martin Maurel. It operates under a French banking license and is supervised by the ACPR and the AMF, serving high‑net‑worth individuals, families, and entrepreneurs with discretionary and advisory portfolio management, investment and custody services, life‑insurance‑based investment solutions, secured lending (including Lombard‑type credit), and payment and account services for private clients. Offerings draw on Rothschild & Co’s asset management and corporate finance expertise, with open‑architecture access to third‑party products alongside group funds; suitability, appropriateness, best‑execution, and costs and charges disclosures follow MiFID II requirements, and conflicts‑of‑interest policies are publicly available. Entry thresholds are positioned at private‑banking levels and fee structures are bespoke, typically combining management, custody, and transaction fees; performance is not guaranteed and clients bear market, credit, and liquidity risks. Client money and securities are held in France and are covered, within legal limits, by the Fonds de Garantie des Dépôts et de Résolution for deposits (generally up to €100,000 per depositor) and a separate investor compensation scheme for financial instruments. Access is provided through relationship managers in major French cities and digital channels offering secure reporting and communications. Onboarding requires standard KYC/AML documentation and tax self‑certifications (CRS/FATCA), and services are delivered under retail or professional client categorisations as defined by regulation; ESG options are available via funds classified under the EU Sustainable Finance Disclosure Regulation.