Stéphane Warchol

Rothschild-Europe is an active, risk-averse investment manager with a long-term outlook. They follow a growth-oriented investment approach and focus on the UK, Continental Europe, North America and Far East markets. Their equity investments favor (but are not restricted to) large-cap companies. The firm's investment process combines top-down asset allocation with bottom-up stock selection. The asset allocation process optimizes asset class and currency weightings according to a predicted economic scenario, and is subject to historical quantitative analysis and forecasting. Benchmarks are selected for each client using a mean-variance-based process.