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Global Advisory

Expert M&A and capital markets advice

Wealth Management Monaco

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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Dr. Carlos Mejia

Chief Investment Officer

Carlos joined Rothschild & Co in 2012 from Investec Bank, where he was the Chief Investment Officer and Head of Portfolio Management between 2010 and 2012.

From 2005 to 2010, Carlos worked for UBS AG as Head of Investment Strategy and Portfolio Construction (London) and as Head of Asset Allocation for discretionary portfolios (Zurich).
Between 2000 and 2005, Carlos worked for Goldman Sachs (London) advising institutional investors, first as an Equity Strategist and then as the co head of the Tactical Asset Allocation Advisory team.

Carlos has a Masters in Science and a Doctorate degree in Interdisciplinary Mathematics from the University of Warwick (England) in addition to two first degrees from the National University of Mexico, one in Actuarial Sciences and one in Mathematics.

Carlos is member of the Responsible Investment Committee and the Balance & Inclusion Committee for the Rothschild & Co group and regularly publishes articles or interviews in local and international newspapers and social networks.

Read more from Dr. Carlos

Perspectives podcast: A conversation with our CIO

What is life at the investment helm like? What are the skills needed to be a CIO? And what does the current investment environment look like?