Rothschild Martin Maurel

Rothschild Martin Maurel is the French private banking arm of Rothschild & Co, created in 2017 through the merger of Rothschild & Co’s French private bank and Banque Martin Maurel. The institution focuses on high‑net‑worth individuals, families, and entrepreneurs, providing discretionary and advisory portfolio management, wealth planning support in coordination with external specialists, life‑insurance‑based wrappers commonly used in France (assurance‑vie and capitalization contracts), and credit solutions secured by financial assets or real estate, alongside day‑to‑day banking for private clients. It operates as a credit institution supervised by the ACPR and provides investment services overseen by the AMF; eligible deposits fall under the FGDR deposit guarantee of up to €100,000 per depositor per institution, and investor compensation for financial instruments is subject to the FGDR securities guarantee up to €70,000. The bank offers custody and reporting, access to in‑house and third‑party funds and structured products in an open‑architecture approach, and online account access; fees are set out in client agreements and typically include management, custody, and transaction charges that vary by mandate and service level. Significant investable assets are generally required to open an account, with full KYC and source‑of‑funds checks; the bank primarily serves clients resident in France, with cross‑border onboarding available in certain cases subject to eligibility and regulatory constraints. Rothschild Martin Maurel maintains offices in major French cities including Paris and Marseille and forms part of Rothschild & Co’s Wealth and Asset Management division, operating alongside but separately from the group’s Global Advisory and Merchant Banking businesses.