Wealth Management Birmingham

Managing your money can be a difficult task. That’s why Rothschild & Co is here to help.

We act as a financial sounding board for families, entrepreneurs and charities to ensure you are making the most of your wealth. In addition to our wealth management services, we can connect you with a network of experts to ensure your money is being managed properly and will grow for generations to come.

Find out how Rothschild & Co can help

The Rothschild family has been managing money for centuries. Our objective today is to help clients preserve wealth for future generations and grow this money sustainably.  

We believe in investing in high-quality, trustworthy businesses and avoiding short-term distractions to ensure your money grows for decades to come.

Click here to learn more about our investment approach

Our clients can benefit from more than simply wealth management. Rothschild & Co offers in-house banking services that are tailored to your personal circumstances.

We offer lending against investment portfolios, giving clients the flexibility and speed needed to make successful decisions. We specialise in high-value mortgages ranging from £5 million to £100 million and also offer a range of banking services, including current accounts, fixed deposit accounts and more.

Find out how we can help with your banking and lending needs

Entrepreneurs are good at managing their company’s finances but too often neglect their own personal wealth. However, advice is available to help you grow your nest egg while running your business, and also to invest the proceeds of any subsequent sale. 

Our wealth advisers can help you with pre-exit planning, managing your company at point of sale, managing your assets after a sale completes and making long-term investing decisions to preserve your wealth. 

Our Client Advisers are here to help you meet your long-term investment objectives.

Find out more and start your journey with us

Families spend decades building up their wealth, but it can quickly disappear without proper management. For more than 200 years we have been helping families preserve their wealth and pass it on to future generations.

Every family is different and our Client Advisers can help you create a plan for the future, and pair you with the best experts to meet your financial needs.

See how we help families invest for the long term

We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders at some of the world’s most successful businesses.

We can work with you to create a plan to maximise your earnings and help your wealth grow over the long term. We know remuneration can come in many forms and include deferred compensation, stock options and carried interest. A strong financial plan is valuable to maximise tax allowances, understand your cashflow and build your nest egg.

Find out how Rothschild & Co can help professionals like you

We work with charities to help preserve and grow your funds. Our clients are charities looking to invest for the long term, ensuring that the good work your organisation does today can continue for years to come.  

Our services include forecasting future spending and achieving funding targets, and we can help charities meet their environmental, social and governance goals. We can also act as a sounding board on wider financial matters. 

Find out how Rothschild & Co can help your charity