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Wealth Management UK

Dedicated to helping individuals and families preserve and grow their wealth over the long term

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Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

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Our alternative assets arm, managing funds dedicated to private equity and private debt

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Insights

Artistic image of chairs in one of the meeting rooms at Rothschild & Co New Court Engraved security certificate detail with ornate decorative border pattern.

A collection of insights from Rothschild & Co Wealth Management UK, bringing together strategy blogs, investment perspectives, quarterly letters and expert commentary from across our business.

  • Zoomed in image of a bank note for the Market Perspective cover
    Market Perspective

    Serious, not hopeless

    Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
  • The perils of making predictions
    Quarterly Letter

    The perils of making predictions

    History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
  • Is a wealth manager worth it?
    Insights

    Is a wealth manager worth it?

    We all like to achieve good value for money, but it's particularly important when choosing a wealth manager. You are entrusting someone with you and your family’s financial future, and in this article we outline how to assess the value of a wealth manager.
  • Cultivating an exceptional client service culture
    Insights

    Our culture, service and people

    We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.
  • Making the right investment choices
    Insights

    Making the best investment choices

    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.
  • Image of the london skyline reflecting off of the Rothschild London office windows
    Insights

    How to choose a wealth manager

    Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.
  • Gaming for good
    Insights

    Gaming for good

    Our second Sustainability Sphere focused on the video games industry and considered how it can better drive positive social impact. Stakeholders asked how do we encourage people to play for the planet, rather than let the planet pay socially and environmentally?
  • How to invoke power of attorney
    Insights

    How to set up a power of attorney

    A power of attorney allows someone you trust to make decisions on your behalf and can be useful if your mental capabilities decrease, because of illness, accident or old age. In this article we explain how to set up a power of attorney and some key facts to be aware of.
  • Illustration of deck chairs surrounded by coins
    Insights

    How much money do I need to retire?

    No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.
  • Close up image of a 100 US dollar bill
    Market Perspective

    The next mood shift

    In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.
  • An illustration showing a globe, passport, calculator and a stack of coins
    Insights

    Abolishing 'non-dom' status - what you need to know

    The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.
  • Getty Image canvas painting
    Insights

    Understanding sustainability risks and opportunities

    Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
  • Should I form a trust?
    Insights

    Should I form a trust?

    Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
  • Strategy Blog

    Are oil prices pushing inflation higher?

    Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.
  • Cover image: Patrick McDowell: The Eurydice collection. Photograph taken by Lorenzo Berni
    Insights

    Sustainable fashion should never go out of style

    In our first Sustainability Spheres event, industry experts discussed the future of ‘fast fashion’, a model which dominates the sector but has been criticised for being unsustainable. Attendees were asked how the industry can embed sustainable practices into their models.
  • Presidential thank you letter
    Quarterly Letter

    Navigating political noise

    More than 50 countries will hold an election in 2024, with more than 40% of the world’s population eligible to vote. We examine how elections can come to dominate our conversations and thinking, and how it pays to take a step back and consider the long-term view.
  • Strategy Blog

    Rates round-up

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • Strategy Blog

    Democracy and investing in 2024

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • An overview shot of the Buy Women Built Event at Rothschild & Co
    Insights

    Female founders celebrate International Women's Day

    Rothschild & Co was proud to welcome dozens of female founders to New Court for a Buy Women Built dinner to celebrate International Women’s Day, bringing together entrepreneurs from the worlds of beauty, fashion, food and drink, and other industries.
  • Strategy Blog

    UK Budget - no rabbit

    The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook
  • A man debating wether to invest or save his cash
    Insights

    The outlook for cash

    Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.
  • Strategy Blog

    Japan: partying like it's 1989

    Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
  • Close up shot of a 50 Yuan note
    Market Perspective

    Disinflation, China and stock valuations

    Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
  • Strategy Blog

    Is the US election over before it even started?

    In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.
  • Strategy Blog

    Snatching victory from the jaws of defeat

    While the US election is far from a foregone conclusion, opinion polls point towards to a change of leadership in the UK. However, setting any personal political sympathies aside, in what ways can a change of government affect investors and the wider economic picture?
  • Zoomed in image of some chairs in a Rothschild office meeting room
    Insights

    Choosing the right time to sell a business

    It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.
  • Strategy Blog

    Bitcoin ETFs: a token gesture

    The US regulator has approved the first Bitcoin ETF, but will this move signal the end of the cryptocurrency ‘boom and bust’ cycle? We examine the changing role of crypto, and whether it should be considered a digital currency or an investment opportunity.
  • Oil paint on a canvas
    Quarterly Letter

    The art of building strong relationships

    At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.
  • A zoomed in area of a euro bank note
    Market Perspective

    Economic crisis and resolution

    With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?
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Zoomed in image of a series of Rothschild family paintings

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