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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

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Wealth Management Italy

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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.

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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?

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    • Latest news

    Market Commentary

    Asset Management: Monthly Macro Insights - September 2026

    Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
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    Investment / strategy

    Back to the future

    In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.
    Detail of a Moghal Empire Mohur gold coin dating from 1806, from a case of fifteen gold and silver coins collected from around the world to commemorate the ‘Waterloo’ commission undertaken by Nathan Mayer Rothschild (1777-1836) and his brothers. Nathan's London banking House, N M Rothschild, dealt in bullion and foreign exchange, and his business successes earned him the contract from the British Government to supply Wellington's troops with gold coin in 1814 and 1815, leading up to the Battle of Waterloo. To fulfil the contract, Nathan and his brothers successfully bought up gold bullion and coins from all over Europe and beyond.
    Insights

    Corporate cash: the decision

    Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.
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    Strategy Blog

    Japan – beyond the carry trade

    Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.
    Market Commentary

    Asset Management: Monthly Macro Insights - August 2026

    Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

    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