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A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.

Rothschild & Co's Wealth Management business has appointed Oren Buchman as Senior Client Adviser in its Tel Aviv office, as the bank continues to grow its presence in Israel in response to rising client demand and increasing momentum in the local market.

The disruption of traffic through the Strait of Hormuz has transformed a regional geopolitical event into a global economic shock, driving up energy and transport costs while adding pressure to supply chains worldwide.

Rothschild & Co has been named Best M&A Bank in Western Europe, Best Investment Bank in the UK, World's Best Investment Bank for Healthcare, Best Investment Bank for Metals & Mining in Western Europe by Global Finance

Rothschild & Co acted as lead financial adviser to ABF on its ~£15bn demerger of Primark and FoodCo

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

Markets move in cycles driven by psychology; predicting turns is futile. Disciplined long‑term investing in quality businesses, valuing fundamentals over hype, helps preserve and grow wealth through booms and busts.

Rothschild & Co Redburn analysts unpack all this and more in the twentieth‑anniversary Redburn Review.

Against the backdrop of Middle East conflict, energy disruptions are lifting inflation expectations, pressuring stocks and bonds. Markets now price fewer rate cuts, though growth risks may temper inflation. From here, equities look more vulnerable than bonds overall for now.

Rothschild & Co is pleased to announce that Joelle Tarrant is to join the firm as Head of Market Structure and Strategy, and Luke Hedley as a Sales Trader, effective immediately. They will be based in London.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. The US growth equity market grew 2.1x by value in 2025 to $234bn (2024 $109.7bn). The growth was fuelled by AI raises which grew 3.3x yoy and accounted for 57% of total proceeds. Europe, where the AI effect was less marked and the leading sector was software, saw the value of raises grow by 44% in 2025 to $49.2bn.

Equity markets remain resilient despite geopolitical turmoil, supported by robust earnings and high US margins. Growth is broadening across sectors and regions, though sustaining elevated US profitability may prove challenging as conditions evolve further ahead.

Rothschild Martin Maurel is pursuing its growth strategy by strengthening its presence in the Provence-Alpes-Côte d’Azur region with the opening of a new office dedicated to its Wealth Management activity in Nice.

Succession, when planned early and guided by strong values, ensures continuity and growth. At Rothschild & Co, we emphasize stewardship, transparency, and preparation to help families and businesses navigate transitions confidently.

Despite protectionism, conflict, and fiscal concerns, 2025 delivered resilient growth, falling rates, and easing geopolitical risks. Stocks soared, bonds rebounded, gold surged, and fundamentals strengthened, driving broad market gains despite dollar weakness and fragmented AI-driven momentum.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. 52% of the $63.4bn raised by the US growth equity market in Q4, up 31% yoy, was for AI companies. Datacentres, defence and crypto made strong showings. In this edition we look at the rise of the prediction marketplaces, Polymarket and Kalshi. Polymarket’s $2bn November raise at an $8bn valuation was up from $1.2bn in January. Kalshi’s valuation was $2bn in June and $11bn in November. We predict what’s ahead for them in 2026.