Perspectives podcast: A conversation with a private banker
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Laura Künlen Investment Insights Specialist
What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.
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Minimsing the effect of inheritance tax
Insights
After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
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Monthly Market Summary: November 2023
Insights
Global equities rebounded by 9.2% in November (USD terms), as did global government bonds by 3.0% (USD, hedged terms).
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Finding a mortgage with complex income
Insights
Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.
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Perspectives podcast: A conversation with our CEO
Market Perspective
In the latest episode of our Perspectives podcast, Laura Künlen and Laurent Gagnebin, CEO of Rothschild & Co Bank AG, delve into his career journey, the motivations behind Rothschild's delisting, the significance of loyalty in shaping a firm's culture, and the parallels between the worlds of finance and music.
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'Greedflation'
Strategy Blog
Many companies have increased their prices recently, but have they raised them more than is 'fair'? In this blog we examine whether firms are using inflation as an excuse to boost their profit margins.
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Rothschild & Co to open third Wealth Management office in Germany
Press releases
Rothschild & Co’s Wealth Management business is continuing its growth trajectory in Germany with an office opening in Hamburg in Spring 2024.