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Home/Bank Intelligence/Monaco/Edmond de Rothschild Monaco
Edmond de Rothschild MonacoER
Edmond de Rothschild Monaco review

Edmond de Rothschild (Monaco)

Our review of Edmond de Rothschild Monaco for ultra-high-net-worth families. We researched the legal entity that holds the licence and books the account, not just the brand.

Booking centreMonaco
RegulatorACPR (banking licence and prudential supervision); CCAF (investment services); AMSF (AML/CFT)
Legal formLocally incorporated subsidiary
GroupEdmond de Rothschild Group
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PPLI.com
Private Bank Rating
Rating in preparation

We are still preparing the rating for this bank. What we have on file so far is below.

About the rating

Part of Edmond de Rothschild. The group card is led by Edmond de Rothschild (Suisse) S.A., whose own rating is the group's headline rating. This booking centre is rated separately.

The rating

What the PPLI.com rating of Edmond de Rothschild Monaco considers

This is our editorial assessment of Edmond de Rothschild Monaco. We look at the areas below, which matter to a family deciding where to keep its assets, and weigh them together with what clients tell us and the service they get. Retail products, branches and apps play no part. The public sources we used are listed at the foot of the page.

Conduct and enforcement

What regulators, prosecutors and courts have concluded about this licence holder in recent years.

Protection of client assets

Whether custody assets are ring-fenced by law in the booking centre, whether deposits are protected, and whether the custody terms can be read before signing.

Service for complex families

The breadth of private banking services the bank publishes for this booking unit, including work with external managers and family offices.

Cost transparency

Whether a prospective client can see the tariff and the bank's policy on third party payments before asking.

Ownership and control

Whether the bank's owners are public, how official assessments rate the anti-money-laundering regime of any owner's home jurisdiction, and whether a politically exposed person holds a significant stake. The same test applies to every bank.

Client opinions and service

What clients of Edmond de Rothschild Monaco and their advisers tell us in confidence, and the service the bank gives to families. We never publish names. Tell us about yours

PPLI.comPrivate Bank RatingRating in preparation

The rating expresses the opinion of PPLI.com on the date shown. It is not a statement of fact about the bank, not a credit rating, not a forecast of failure and not investment advice. Read about the rating.

The record

Regulatory and legal record

What regulators, prosecutors and courts have decided, recorded against the legal entity they named, with the status, the amounts as published and a link to the original document. Claims and investigations still under way are marked as open.

We found no regulatory, criminal or court decision naming this licence holder in the last ten years, in the sources listed below.
The bank at a glance

Identity, protection and services

Legal identity

Legal nameEdmond de Rothschild (Monaco)
LEI2138004JHFADM38LBP89
LicenceCredit institution (bank) established in Monaco; FGDR member (CIB 11668)  Source
RegulatorACPR (banking licence and prudential supervision); CCAF (investment services); AMSF (AML/CFT)
Legal formLocally incorporated subsidiary
OwnerNot published

Ownership

Group parentEdmond de Rothschild Holding SA (family holding; owner: Ariane de Rothschild and her four daughters)  Source
ControlAriane de Rothschild and her four daughters; family owned  Source (January 2021)
Holder of 10% or moreEdmond de Rothschild Holding SA, 99.57% in Edmond de Rothschild (Suisse) S.A.  Source (7 June 2019)
Holder of 10% or moreAriane de Rothschild (with her four daughters) in Edmond de Rothschild Holding SA  Source (January 2021)

Ownership is shown as published, with its date. It describes who owns the bank; it does not, by itself, suggest any wrongdoing by the bank or its owners.

Financial strength, as reported

Credit ratingsNot published
CET1 ratioNot published
SizeNot published

Services published for this booking unit

Custody only (execution and safekeeping)
Lombard lending
Multi currency accounts
Trust and fiduciary services
Family office services
Consolidated reporting
External asset manager desk

Offered at this booking centreOffered by the group, not confirmed hereNot located, which does not mean unavailable
Checked on the bank's own pages, 2 November 2026.

Access and costs

Minimum relationshipNot published
US personsNot published
Fee scheduleNot published
Third party paymentsNot published
Transfer out termsNot published

Protection of client assets

Deposit protectionBanks with their head office in Monaco are covered by the French FGDR: EUR 100,000 per customer per institution, seven working days.
Custody lawNot published
Custody termsNot published
Your experience

Rate Edmond de Rothschild Monaco

If you bank with Edmond de Rothschild Monaco or advise clients who do, your experience forms part of its PPLI.com rating. Every response is read by the editor and treated in strict confidence.

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Our commitment to confidentiality

Your name, email and telephone number are seen only by the PPLI.com editor. They are never published, never passed to Edmond de Rothschild Monaco or any other bank, and never used for marketing. We may contact you once to clarify your assessment. Once verified by our editors, your assessment can lead to a disclosed adjustment of this bank's PPLI.com rating. It is never published with your name.

Sources

  1. Regulator registers and the bank's own publications.

For Edmond de Rothschild Monaco

Before we publish a significant negative finding, we give the bank the facts and time to comment, on the same timetable for every bank. Corrections we verify are published with the date of the change. Write to [email protected] quoting reference BK-MC-EDMOND-DE-ROTHSCHILD-MONACO-2FD7CA.

About this file

Researched by the PPLI.com research desk from the public sources listed. The rating is our editorial opinion; read how we rate.

Important information. Editorial opinion of PPLI.com on the date shown, based on public information, client experience and editorial judgment. Not a statement of fact, a credit rating or investment, legal, tax or financial advice; verify with the bank and your own advisers before acting. No liability is accepted for reliance on this content. Bank names and logos are used for identification only. Ratings are updated every quarter. This is the Q4 2026 edition, and a rating can change between editions if something material happens. Full disclaimer
Rating signed by Noam Cohen, Editor, Bank IntelligenceReviewed 2 November 2026Methodology 2.3Reference BK-MC-EDMOND-DE-ROTHSCHILD-MONACO-2FD7CA
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