Wealth Management - Germany

Tailored wealth management in Germany

The Rothschild family history originates in Frankfurt, deeply rooted in entrepreneurial and social commitment

The foundation and reputation of our business is based on trust, integrity and expert advice. Over the past 250 years we have nurtured this reputation through close collaboration and by embracing innovation to remain at the forefront of our industry.

We advise high net worth individuals, entrepreneurial families, family offices, foundations and institutional investors on wealth management. Specialised advisers and independent portfolio management provide individual support to generate profitable investment. 

Your investment specialists

With a holistic approach to wealth management, we offer a wide range of asset services and investment solutions, precisely tailored to your situation and financial needs.

Our services

An offering based on core competencies

Tailored wealth structuring

We support you in defining your asset strategy, deriving it from your risk appetite, investment horizon and the requirements for achieving your wealth targets. 

Portfolio management

Our investment philosophy prioritises liquid asset classes and the careful selection of investments. We follow a clear market view while consistently managing risks. 

Private markets investments

We offer professional investors exclusive opportunities and a comprehensive platform to structure private markets assets into systematic portfolios for long-term capital growth.

Align your investments with your values

Sustainable investing

We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, their careful analysis is the start of our investment process.

Wealth Insights

Discover our flagship economic publications

Einblicke

In our quarterly publication we present our capital market view and portfolio positioning whilst providing insight into the world of Rothschild & Co.

Märkte & Trends

On a monthly basis we review the latest economic and market news alongside a commentary of our performance and our short-term market expectation.

VWL Blog

In our Volkswirtschaftlicher Blog we undertake fundamental analysis to assess the overriding picture for investors.