What we do
We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals.
Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides around managing your wealth.
We build portfolios designed to meet your objectives, targeting inflation-beating returns in good times, while providing protection in more difficult periods.
From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.
Our philosophy
The art of the long view
Perspective comes from time. Ours has been shaped by seven generations of innovation. Our founding family is one of the few to have successfully preserved its wealth across generations and we aim to replicate this success for our clients.
The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
Helen Watson
Chair, Wealth Management UK
Who we work with
Our clients range from entrepreneurs and professionals, to multigenerational families – each with distinct goals, and each served with the same personal attention.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound wealth management advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.
We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders in some of the world’s most successful businesses. As your career evolves, so too does the need to structure and preserve your wealth.
In addition to helping entrepreneurs, families and professionals, we also work with many other individuals and groups, including charities. We can support you and your organisation at each stage of your financial journey.
Trusted by clients
These are the qualities our clients most often associate with us, and the reasons why many have entrusted us with their wealth for generations.
We know this because we ask. Our biennial client survey, conducted by independent research firm Savanta, helps us understand what matters most to the individuals and families we advise – as well as how we can continue to support them better.
One message shines through amongst clients: a sense of confidence in the people managing their wealth. Not just because of results, but because of the strong relationships behind them.
Clients tell us they feel heard. They appreciate that our advisers know and care about what they're trying to achieve and act only with their best interests at heart.
This trust extends to our investment approach, with the vast majority of clients saying we meet or exceed their performance expectations.
client satisfaction levels
Industry-leading Net Promoter Score
have recommended Rothschild & Co to a friend or relative
FAQ
Our Client Advisers are a great sounding board for all your financial questions. We answer some of the most common questions they have been asked.
The goal of wealth management is to help you meet your financial objectives and achieve financial security. Many families and entrepreneurs aim to preserve and grow their wealth, in order to pass something on to future generations.
A wealth manager – or Client Adviser – is a professional who provides regulated financial advice to help you make informed investment decisions.
Wealth managers charge a fee for their services, and overall charges will take into account the size of the portfolio and the number of transactions carried out.
While there is a cost to paying a wealth manager, their professional advice allows clients to make informed decisions about their wealth and often generates higher returns than going it alone. Our clients often use their Client Advisers as a sounding board for broader financial matters, and provide access to our network of professional advisers and experts.
The minimum amount of money required to use a wealth management company can vary significantly depending on the provider and the level of service offered. Some wealth managers are restricted to only the wealthiest individuals while others have lesser requirements.
The best way to find out if you are eligible to use a wealth manager is to contact the firm with details of your financial situation to see if you fit the criteria. Contact us if you would like more information
You may need a wealth manager if you have just sold a business, received inheritance or are simply worried about the effect of inflation on your money, wealth management can help you preserve and grow your wealth over the long term.
Choosing a wealth manager is a crucial decision and one you should take time to think over thoroughly. You should seek a wealth manager which has an investment approach that matches your own and a track record of success. You can find out more in this article.
There are multiple factors you should consider when deciding where to invest your wealth. Find an investment style that suits your outlook, considering both ‘top-down’ or ‘bottom-up’ investing strategies, and assess whether you are an active or passive investor. You can find out more in this article.
Individuals may attempt to defraud members of the public by impersonating our firm or employees. If you receive an unexpected communication supposedly from Rothschild & Co, please exercise caution and do not share any personal information or send any money. If you have any concerns, you can contact us here.
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
