Nachrichten und Einblicke

Globale Aktien legten im August um 2,5 % zu (in USD), während die Performance von Bundesanleihen mit einer Laufzeit von zehn Jahren leicht um 0,1 % stieg.

James Morrell became Deputy CEO in 2024 and brings a deep knowledge of the business and clients. He previously led the Front Office for seven years, having joined Rothschild & Co as a Client Adviser in 2010. After more than a decade as CEO, Helen Watson will continue to play a key strategic role for the UK Wealth Management business, supporting the management team and maintaining key client relationships, alongside her Rothschild & Co Group responsibilities.

In dieser Ausgabe von Insights – "Der Schweizer Vorsprung" beleuchten wir, wie die Schweiz Tradition und Innovation vereint, um ein vertrauenswürdiger Standort für Vermögen zu bleiben.

Rothschild & Co has won the Outstanding Global Restructuring Investment Bank award at this year’s Turnaround Atlas Awards for delivering exceptional advisory services to clients globally.

This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of agentic AI transforming design engineering. Read these and more in September’s edition of the review.

Our wealth framework brings clarity and structure to personal finances by dividing wealth into distinct “pots,”. This approach helps individuals visualise their wealth in a more meaningful way, moving beyond abstract numbers to focus on real-life goals, such as lifestyle needs, long-term security, growth opportunities, and business interests.

Our Electrification Sphere brings clarity to the energy transition by convening industry leaders to address the challenges of powering AI and digital infrastructure sustainably. Through expert dialogue, the report explores how innovative grid solutions, renewable integration, and strategic investment can shape a resilient, decarbonised future for data-driven industries.

Activity levels across our global market-leading debt advisory team remain at record levels, reflecting both constructive market conditions as well as the ever-increasing requirement for structuring creativity along with integrated sector expertise, particularly in complex situations. As always, we would be pleased to talk through the financing markets in more detail or discuss any specific situations.

The 20th-century distinction between security and economics has dissolved. The investors and businesses who adapt to this new reality - recognising co-dependence, building integration and demanding reform - will be those best placed to navigate volatility and seize opportunity in the contested decade ahead. In our latest geopolitical blog, Mark Sedwill, Chair of Geopolitical Advisory at Rothschild & Co, reflects on the context and opportunities for investment in the defence sector.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. In September’s update we dive into the world of venture capital investment in emerging sports leagues; look at how the German government is supporting VC investment in the Federal Republic; and review the big investors who have supercharged the $131bn invested in US and European AI LLM and foundation models since the start of 2023.

FADP IV closes at €2.4 billion, more than 70% larger than predecessor fund and meaningfully above €2.0 billion target. The Fund provides senior and junior debt financing to mid-market companies in Europe and North America.

Investors are hoping for accommodative monetary policy in a stable economic environment, with “insurance” or “normalization” rate cuts. However, the Goldilocks scenario is increasingly being tested as adverse inflation dynamics clash with a weakening labour market.