(L-R) Yves Stein, Edmond de Rothschild Europe CEO; Françoise Thoma, Spuerkeess CEO; Romain Wehles, Spuerkeess CCO; Ombeline de Clermont-Tonnerre, Communication & Marketing at Edmond de Rothschild; Raymond Glodé, Partnerships at Edmond de Rothschild;
Credit: Spuerkeess / Edmond de Rothschild
On Monday 20 October 2025, banks Spuerkeess (BCEE) and the European branch of Edmond de Rothschild announced a strategic partnership and the launch of a new investment solution.
The alliance will first materialise through the launch of a new compartment within the “lux | funds” range offered by Spuerkeess, called Luxfunds Portfolio Strategic Allocation. The new fund is reportedly designed to provide investors with a globally diversified allocation that aims to combine flexibility and performance.
According to Spuerkeess and Edmond de Rothschild, both banks share a common vision of responsible investment, rooted in the real economy and focused on creating sustainable value. The partnership forms part of an innovation drive that aims to serve clients by offering solutions tailored to current needs and future challenges.
Françoise Thoma, CEO of Spuerkeess, noted: “This partnership reflects our ongoing commitment to democratising quality investment. By combining our close client relationship with the expertise of an international asset management leader such as Edmond de Rothschild, we offer our clients a unique opportunity, regardless of their wealth level.”
Yves Stein, CEO of the European branch of Edmond de Rothschild, added: “We are highly complementary with Spuerkeess, which can now rely on our expertise in active conviction-based management, our international experience and our ability to provide personalised support.”
This new investment solution aims to offer diversified and flexible exposure to international financial markets and proposes a strategy that reportedly complements traditional approaches. Its investment process is said to be based on active, multi-strategy and multi-theme management that continuously adapts to market conditions. The management team also has instruments to mitigate certain risks.
Raymond Glodé, member of the Executive Committee of the European branch of Edmond de Rothschild, explained: “We are guided by a management philosophy inspired by our group’s values: generating long-term performance through active management and strong convictions, built upon a tradition of continuous research and innovation. Our management teams will bring their long market experience and technical expertise to this partnership.”
Edmond de Rothschild Asset Management in France will act as delegated manager of the fund.
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