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In this edition of Insights, we explore the evolving dynamics of wealth transfer, focusing on how generational changes are reshaping the financial landscape.

Rothschild & Co Wealth Management UK has made three key Client Adviser hires to its established Regional Team in Leeds and Manchester to support growing demand for its services in the UK regions.

President Trump's proposed tariffs could raise US rates from 2-3%, to over 20%, the highest level since the 1930's. The tariffs might raise around 2% of US GDP in revenue, potentially making the difference between growth and recession.

Our view of the long term is indelibly shaped by our 200-year history as a business. In this Quarterly Letter, we re-emphasise what 'long term' means to us, and how it shapes our approach to wealth management and investing.

Germany's Bundesrat has approved a substantial infrastructure and defense spending package, amounting to €1 trillion over 12 years, aimed at boosting economic growth, addressing infrastructure needs, and enhancing European defense capabilities.

Learn about our Group, and the activities and performance of our three businesses in 2024.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

President Donald Trump’s trade-war salvo, the largest act of American protectionism since the 1930s, combined with his foreign policy’s complete shift, are sending significant shockwaves through the global economy. Although the full impact of phenomenal uncertainty is a key unknown, inflation and growth dynamics might well evolve opposite to investor’s Goldilocks scenario.

Trade tensions and President Trumps policies have caused market volatility. With global stocks down 7%, investors remain cautious amid uncertainty, with defensive sectors outperforming cyclical ones. European markets show resilience.

Senior hire bolsters the firm’s Global Business Services team and strengthens its Global Advisory presence in North America.

Global economic performance varies widely, but perceptions often differ from reality. Our latest macro scorecard ranks major economies, offering an objective perspective on prosperity, durability, and fairness across 16 nations.

In this Market Perspective we examine President Trump’s economic policies, geopolitical risks, and market dynamics. As well as the potential impacts on global markets, trade relationships, and investment strategies.

Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America

Rothschild & Co has been named Best M&A Bank in Western Europe and Middle East.

Optimism around the potential ability of new technologies driven by artificial intelligence to transform industries is driving the venture capital market forward. At the start of 2025 AI continues to dominate VC fundraising and at rapidly growing valuations. The FTSE Venture Capital Index is just 6% off its August 2021 highs and we are seeing a resurgence in interest in sectors like fintech and biotech. As one VC commentator has remarked. ’We are so back baby’.

A trade conflict with the US’s closest economic partners might begin soon, and all indications are that these actions are a start to a widening trade war. The complete ramifications are unknown, yet the cost of uncertainty could be large and increases the risk of stagflation.

Rothschild & Co Wealth Management has once again been recognised at the prestigious WealthBriefing Awards in Switzerland, securing the top spot in the “HNW Team International Clients” category.

Major economies continue to grow, and debt remains manageable. Market fears of a debt spiral appear overstated, with policy flexibility and global demand for government bonds providing long-term financial stability and resilience.

The US has imposed new tariffs on key trade partners, prompting retaliation. While inflationary short-term, their broader economic impact remains uncertain. Policy shifts, negotiations, and consumer responses will shape long-term consequences for global trade and growth.

President Trump wants a weaker dollar to 'Make America Great Again'. However, the current strong dollar reflects the US's economic strength and investor confidence. In this strategy blog we evaluate the reasons behind Trump's ideology.

Venture Capital activity grew in 2024 for the first time since 2021 with Pitchbook estimating that global funding for VC backed firms increased by 5% yoy, from $349bn in 2023 to $368bn in 2024. In January’s update we make ten predictions for the growth equity market in 2025. Led by AI and associated industries we think the level of VC funding will grow again in 2025- not a bonanza but a year of solid growth.

In 2024, global growth has remained stable and world trade has been recovering, while price pressures continued to ebb. Investors project that this resilience will continue in 2025, with inflation further converging towards central banks’ targets. However, this outlook masks significant differences across sectors and countries, and is surrounded by important uncertainties.

Rothschild & Co Wealth Management Switzerland has received the award for 'Outstanding UHNW Offering in Switzerland' at the 9th Annual Private Banking Conference & Awards by Arena International Events Group.

Brutal geopolitics and gentle economics passed this year like two ships in the night, with portfolios following in the wake of the latter. After healthy returns in 2024, we now look ahead to 2025 with unusually equivocal views on the big three assets.

Christian Bouet, CFO of Rothschild & Co’s Wealth and Asset Management, who has also been CFO of Rothschild & Co Bank AG for the past 11 years, is stepping down from his operational role in Switzerland and will join the Board of Directors of the bank in Switzerland. Patrick Eisenring, currently Finance Director Wealth Management Switzerland and International Subsidiaries, will take over as CFO as of 1 January 2025.

In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

We have just witnessed the collapse of the French government, the brief announcement of martial law in South Korea and a relaunch of the UK's new government. In this strategy blog we assess how this ongoing political change could affect the global economy.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.

Rothschild & Co has been named “Financial Adviser of the Year” in three categories at this year’s Mergermarket European M&A Awards.

Emotions can be very persuasive, especially where money is concerned. In this article, we look at why some people have reservations about investing for the first time, or increasing the amount they have invested. We explain how creating and sticking to a plan can help.

We are pleased to announce Rothschild & Co’s carbon credit purchase agreement with Capture6, a carbon removal project developer.