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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.

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.

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.

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.

Rothschild & Co is delighted to announce two new client focused senior appointments in its UK Wealth Management business.

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.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. YTD global VC investment in defence businesses is up 2.5x yoy at $28.4bn. In August’s update we dive into the renewed growth in defence spending in Europe and the US, the changing technologies and methods of conducting warfare and the new opportunities this presents for private capital.

Globale Aktien stiegen im Juli um 1,4 % (in USD), während die Performance von Bundesanleihen mit einer Laufzeit von zehn Jahren um 0,2 % zurückging.