Edmond De Rothschild (Europe) S.A.
$1.3B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Edmond De Rothschild (Europe) S.A. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms, FY2022: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Capital Generation Partners Llp | $823M | $4.1B | 20.0% | 03/04/2026 |
| Hottinger & Co Limited | $311M | $1.5B | 21.1% | 03/23/2026 |
| Climber Capital Sa | $177M | $625M | 28.2% | 03/19/2026 |
| Square Advisors, Llc | $33.6M | $295M | 11.4% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.