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Rothschild & Co Wealth Management UK has made three key Client Adviser hires to its established Regional Team in Leeds and Manchester to support growing demand for its services in the UK regions.

Our view of the long term is indelibly shaped by our 200-year history as a business. In this Quarterly Letter, we re-emphasise what 'long term' means to us, and how it shapes our approach to wealth management and investing.

Rothschild & Co is pleased to announce that Nicolas Lanel will join the Group to support the firm’s Private Capital business development throughout Europe with the origination and execution of GP-led transactions, particularly continuation vehicles.

Learn about our Group, and the activities and performance of our three businesses in 2024.

The Mansion House Initiative has ten of the UK’s largest pension providers committing 5% of ‘default’ funds from DC pensions to private assets by 2030, hoping to free up £75bn of growth financing. Ahead of the second anniversary of the Mansion House reforms we take a deep dive into funding conditions for UK private companies.

President Donald Trump’s trade-war salvo, the largest act of American protectionism since the 1930s, combined with his foreign policy’s complete shift, are sending significant shockwaves through the global economy. Although the full impact of phenomenal uncertainty is a key unknown, inflation and growth dynamics might well evolve opposite to investor’s Goldilocks scenario.

Senior hire bolsters the firm’s Global Business Services team and strengthens its Global Advisory presence in North America.

Rothschild & Co is pleased to announce that Andrew Grant is to join the firm as part of our Global Advisory business. He will be based in London.

Optimism around the potential ability of new technologies driven by artificial intelligence to transform industries is driving the venture capital market forward. At the start of 2025 AI continues to dominate VC fundraising and at rapidly growing valuations. The FTSE Venture Capital Index is just 6% off its August 2021 highs and we are seeing a resurgence in interest in sectors like fintech and biotech. As one VC commentator has remarked. ’We are so back baby’.

Senior hire strengthens the firm’s global financial sponsors business and further expands the Global Advisory business in Australia.

A trade conflict with the US’s closest economic partners might begin soon, and all indications are that these actions are a start to a widening trade war. The complete ramifications are unknown, yet the cost of uncertainty could be large and increases the risk of stagflation.

Professionals have a lot of questions about their finances and often do not have the time to manage them alone. In this article we wanted to discuss some of the questions we are asked most frequently and offer some guidance on the key factors you should consider.

We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.

Christian Bouet, CFO von Rothschild & Co Wealth and Asset Management, und seit 11 Jahren auch CFO der Rothschild & Co Bank AG, tritt von letzterer operativer Funktion zurück und wird neu Mitglied des Verwaltungsrats der Bank in der Schweiz. Patrick Eisenring, derzeit Finance Director Wealth Management für das Schweizer Geschäft und dessen internationale Tochterunternehmen, wird per 1. Januar 2025 neuer CFO der Rothschild & Co Bank AG.

In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

Positive Impulse für Aktienmärkte: Wachstum in den USA, stabilisierte Eurozone und sinkende Zinsen schaffen Chancen trotz Industrieschwäche.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.

Emotions can be very persuasive, especially where money is concerned. In this article, we look at why some people have reservations about investing for the first time, or increasing the amount they have invested. We explain how creating and sticking to a plan can help.

The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.

Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.

Trotz geopolitischer Herausforderungen zeigt sich die US-Wirtschaft robust, und eine tiefe Rezession in Europa scheint abgewendet. Wir halten daher eine hohe Aktienquote und favorisieren Anleihen bis zehn Jahre Laufzeit, fokussiert auf Wachstumssektoren wie Gesundheit und Technologie.

Senior hire strengthens the firm’s global equities business and further expands the Global Advisory business in Europe.

Diese Ausgabe von Insights befasst sich mit den USA vor dem Hintergrund der bevorstehenden Wahlen und enthält Erkenntnisse unseres Chief Investment Officer sowie Analysen unseres Global Investment Strategist und Fixed Income Teams. Ausserdem berichten wir über eine kürzlich durchgeführte Reise in die USA, erkunden das Potenzial der Robotik und diskutieren die sich entwickelnden Beziehungen zwischen den USA und der Schweiz.

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

Trotz unsicherer Wachstumsaussichten und eines abkühlenden US-Arbeitsmarkts bleiben wir in Aktien und langlaufenden Anleihen investiert. Zinssenkungen stützen die Märkte, und wir erwarten, dass sinkende Zinsen das Wachstum fördern und eine sanfte Landung ermöglichen.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.

Rothschild & Co’s UK Wealth Management business has appointed Daniela Jaume as Director of Strategic Relationships. In this newly created role, Daniela will work closely with the business’s Client Adviser teams to develop relationships and referrals with a network of lawyers, accountants, consultants, and other professional advisers, ensuring clients get the right advice when they need it.

Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.

Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.

In September’s edition we take a deep dive into Insurtech. We explore the landscape and how its VC backed companies are facing the growth challenges against a backdrop of annual global VC funding for Insurtech fluctuating from highs of $16.6bn in 2021 to just $0.8bn in Q1 2024.

Weakening business confidence indices continue to cast doubts on the global economy’s resilience. Although core inflation remains above central banks’ targets, the cooling of labour markets has not gone unnoticed, prompting a major shift in policy rates projections.