Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management Italy

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

Asset Management

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

Five Arrows

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

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

Wealth Management Italy

Upward view of the roof of the Galleria Vittorio Emanuele II in Milan Embossed heraldic crest detail with intricate scrollwork and shield motif, on gold.

A service tailored to clients living or investing in Italy

Our Wealth Management team serves successful families, entrepreneurs, foundations and charities in Italy, helping them to structure and safeguard their wealth, and to invest and manage their financial assets.

Get in touch

What we do

Our services

Advice and planning

From wealth preservation to income generation, from intergenerational transmission to managing family challenges, we support you over the long term.

Conseil structuration patrimoniale

Investing

In addition to rigorous wealth planning, our experts build an investment strategy that integrates listed and unlisted assets to meet your needs and objectives.

A person in a suit walks down a modern, sunlit staircase, exuding confidence. Tall windows create diagonal light patterns on the walls.

Banking and lending

We offer you a complete range of banking services and financing solutions, designed to suit your projects and requirements.

Opérations bancaires et financements

Our clients

Who we work with

Entrepreneurs

Whether you're a founder or the successor to an entrepreneurial legacy, we can support you at every crucial stage of your development.

A blurred overhead shot of two people walking on a wooden staircase in a modern building. The movement conveys a sense of urgency and busy office life.

Families

We are fortunate to be part of a strong family heritage, nurtured by over two centuries of history. This unique foundation enables us to understand family dynamics in all their complexity.

Contemporary client reception space featuring sofas, a historic marble bust and large windows with views across surrounding city buildings.

Charities

Whether it's a question of keeping your mission alive or preserving your resources over time, we are committed to working alongside you to build a sustainable strategy in line with your values and impact.

batiment type parisien avec feuille et branche d'arbre
office_london_capital-house_2026_343.jpg

Deep understanding of clients' needs

We want our clients to benefit from the wealth of the Rothschild & Co network in Italy and abroad, as well as from the synergies within our Group. We promote exchanges between our different business lines and work closely with our Mergers & Acquisitions (Global Advisory), alternative investments (Five Arrows) and asset management (Asset Management Europe), teams, with whom we develop a common expertise and approach for entrepreneurs and families. The constant interaction between these various teams generates valuable synergies and gives our clients preferential access to a network that has both local roots and international reach.

Conseil structuration patrimoniale

Interested in talking to our teams in Italy?

  • Contact us

    • Latest news

    Capitol building, Washington D.C.
    Strategy Blog

    Politics on the beach

    Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.
    • Kevin Gardiner
    CIO Outlook - 0726 EN
    Investment / strategy

    CIO Outlook - July 2026

    Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
    • Didier Bouvignies
    Fixed Income
    Investment / strategy

    Asset Management: Fixed Income Quarterly Strategy - July 2026

    After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.
    • Emmanuel Petit
    action euro
    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - July 2026

    The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.
    • Anthony Bailly
    GEU Indigo
    Insights

    Growth Equity Update

    The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
    • Patrick Wellington
    American subway train
    Strategy Blog

    Monetary policy - behind the curtain

    Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
    • Kevin Gardiner
    Image of flags
    Insights

    Geostrategic Signals: Half-time: What will define H2 2026?

    As we head into the summer, the second half of 2026 looks set to be defined less by any single crisis than by continuing geopolitical shifts across multiple arenas. The simmering conflict in the Gulf continues. US politics is entering an important phase as we approach the midterms. Across Europe, populist sentiment is increasingly setting the national agenda, as the EU continues to double down on Made in Europe. Running through all of this is a steady erosion of trust between traditional partners that is pushing countries to hedge, diversify and act in their own self-interest.
    • Nicola King

    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 €105bn 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 June 2026