Sprache

Wealth Management - Spain

Tailored wealth management in Spain

Our team of advisers serves successful families, entrepreneurs and foundations in Spain

We structure and safeguard our clients' wealth, guiding them in the investment and management of their financial assets. Our involvment in Spain dates back to the 1840s, when The Banco de Isabel II was founded in Spain with Rothschild participation. The Rothschild & Co business has been based on-the-ground in Madrid for over 30 years.

Investment approach

In an environment where short-term thinking often dominates, our long-term perspective sets us apart. Our founding family is one of the few to have successfully preserved their wealth over many generations. We aim to replicate this success for our clients.

We understand the importance of our clients' objectives and needs. Our overriding goal is to keep our clients' wealth over the long term, while avoiding large losses along the way.

Two people looking at a TV monitor

Advice and planning

We have extensive experience supporting and guiding our clients in their financial affairs beyond their investment portfolios. Our Client Advisers work alongside our extensive network of global experts to ensure you have access to the best advice and planning.

We proactively seek innovative ways to provide solutions to our clients. We aim to add value through thoughtful advice and planning.

Get in touch

Find out more about our approach to managing wealth

Send us an email

madrid

Wealth Management

RothschildCo Wealth Management Spain A.V., S.A.
Paseo de la Castellana 40 Bis (4º piso)
28046 Madrid
Spain
 
Tel: +34 91 171 3661