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Global Advisory has been named Corporate Financier of the Year at this year's Unquote British Private Equity Awards

Our Global Advisory Business is named 2023’s Independent Investment Bank of the Year, and Investment Bank of the Year for M&A and for Restructuring.

Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.

Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.

Over the past months, narratives dominated by central bank tightening producing an inevitable recession have faded from the scene. However, the economic outlook remains particularly uncertain amid further deterioration in business confidence.

Global equities fell by 2.8% in August (USD terms), alongside global government bonds which edged lower by 0.1% (USD, hedged terms).

Rothschild & Co’s Wealth Management business in Spain continues to grow. Alfredo Pérez de Quesada Garrido joins with immediate effect to meet increasing demand from clients.

Insights into the key drivers behind the outlook for China's economy as well as an update on the Q2 earnings results so far.

The transatlantic broker will offer clients broader and deeper research coverage, market leading corporate access and experienced research sales.

Senior hires bolster the firm’s Healthcare team in the Northeast region of the United States.

Global equities rose by a further 3.7% in July (USD terms), while global government bonds edged lower again by 0.3% (USD, hedged terms).

Rothschild & Co has been named Western Europe’s Best Bank for Advisory, Best Investment Bank in the Netherlands and Best Investment Bank in the UK at this year’s Euromoney Awards for Excellence.

The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America

Investors remain convinced that inflation is likely to come down without much of a hit to economic growth. However, there is not much historical precedent for such an outcome, especially since monetary tightening is not completed, and the effects of higher policy rates are yet to be felt completely.

Economies are holding up better than many feared, though we are not quite out of the cyclical woods yet. In this edition of Market Perspective, we analyse the current state of the global economy, update our ‘Inflation Watch’, and discuss AI in context.

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. Subscribe to Perspectives on Apple Podcasts and Spotify.

Italian merchant Marco Polo spent 25 years travelling across Asia at the end of the 13th century, seeking insight into new communities and cultures. In this Quarterly Letter we explore how there is still long-term value in looking beyond borders today.

Rothschild & Co has appointed Matthew James as a Managing Director and Head of Marketing & Business Development in its UK Wealth Management business.

Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2023 Bond Awards.

Recent surveys have hinted at a slowdown in economic growth, but underlying inflation is proving more persistent, pressuring central banks to hike rates further. Yet, how tightening credit conditions interact with already restrictive monetary policy stances is a key uncertainty.

Despite the US large-cap tech stock rally in May, global equities fell by 1.1% and global government bonds declined by 2.2% (USD, unhedged terms).

The team will be led by Jessica Sellam

What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.

While tracking a firmer pace than feared in Q1-23 GDP, incoming reports suggest much of the strength can be attributed to China. Meanwhile, central banks have continued their tightening campaign amid stubbornly firm wage growth and sticky core inflation. Will they continue until something breaks?

Rothschild & Co appoints Yuichi Akai to further strengthen its capabilities in Asia

These include deals across the Restructuring, Equities and Debt Advisory categories.

Capital markets were quiescent in April: global equities rose by 1.4%, while global government bonds edged higher by 0.1% (USD, unhedged terms). 

Rothschild & Co, one of the world’s leading independent financial services groups, HEC Paris and the HEC Foundation have been partners for over a decade. The three institutions have agreed to combine their expertise for three years to support sustainable finance with the creation of the Data and Impact Investment Chair.

The report presents the Group’s latest commitments, illustrates the progress achieved in integrating strategic ESG priorities across the entire business, and outlines a roadmap for the year ahead.

Family businesses are the backbone of the global economy and have been firmly rooted in society for centuries. In our latest Investment Views, we explore the secrets to the success of family businesses and highlight one inspiring example of a family-owned company which can look back on a 128-year history.

Mr Market, one of Benjamin Graham’s famous allegories, depicts an imaginary investor who swings wildly from optimism to pessimism. In this Quarterly Letter, we examine how our investment approach can outsmart Mr Market’s mercurial nature and help us make better investment decisions.

Despite concerns over the banking system (the MSCI World Banks Index declined by 12.2%), global equities rose by 3.1% and global government bonds rallied 3.7% in March (both in USD terms, unhedged). Find out more in Wealth Management Switzerland's latest Monthly Market Summary.