Our services
We take the time to understand your story and shape our range of wealth management solutions around your needs.
Portfolio management
Invest with ease by delegating your investment decisions to our experts. We take all the time needed to understand your distinct personal and financial goals, and build a managed discretionary portfolio to help you achieve them.
Investment advisory
Benefit from ongoing investment advice while retaining full control over your investment decisions. Your dedicated adviser provides access to our house views and cross-asset invesment ideas, helping you navigate markets and stay aligned with your strategy.
Private markets
Access a range of private equity and private debt investments through our alternative assets arm. Integrated within your broader strategy, private market investments can complement traditional portfolios and broaden your opportunities.
Meet our experts
A conversation worth having
For over two centuries we have helped clients preserve and manage their wealth through changing environments and across generations. From our presence in Spain, we continue to support successful individuals, their families and entrepreneurs around the country and the world.
A first meeting offers an opportunity to discuss your situation with our specialists and explore whether our approach is right for you.
Who we serve
We work with the world's most successful indiviudals, entrepreneurs and families to preserve and grow their wealth.
Individuals
As a high-earning professional or senior executive, your financial priorities often evolve alongside your career. We help you structure and manage your wealth with a long-term perspective.

Families
Families can face unique challenges in preserving wealth across generations. Drawing on generations of experience, we help you bring structure and continuity to those important financial decisions.

Entrepreneurs
Entrepreneurs must balance business ambitions with personal wealth considerations. From the growth to the sale of a business, we provide support throughout your entrepreneurial journey and beyond.

Comprehensive wealth management services wherever you, or your assets, are located
Our offering is part of Rothschild & Co's global Wealth Management business. This encompasses teams based in 12 countries across Europe and the Middle East, supporting more than 15,000 clients and managing over €101bn of assets in total1.
In each country we offer impartial advice, tailor our approach to each client, and design a service that is right for you.
1. As at 31 December 2025