Italy

Rothschild & Co Wealth Management Italy

Who we are

We are an established and experienced Wealth Manager. We work with successful families, entrepreneurs, foundations and charities in Italy, helping them to structure and safeguard their wealth, and to invest and manage their financial assets.

Our overall aim is to achieve returns for our clients over the long term, while also providing a high standard of service.

Our investment approach

In an environment where short-term thinking often dominates, our long-term perspective sets us apart. Our founding family is one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.

We understand that our clients' capital is precious and irreplaceable so our overriding goal is to keep our clients wealthy over the long term, while avoiding large losses along the way.

Advice and planning

We have extensive experience supporting and guiding our clients in their financial affairs beyond their investment portfolios. Our Client Advisers work alongside our extensive network of global experts to ensure you have access to the best advice and planning. We proactively seek innovative ways to provide considered, creative and principled solutions to our clients, through thoughtful advice and thorough planning, so that the advice we offer and the planning we encourage add considerable value.

Rothschild & Co Wealth Management Italy

Passaggio Centrale 3
20123 Milano
Italy
Contact us via email
or phone: +39 02 7244 31

Regulatory information is available here.

Mixing art and science

While investing can often seem like a numbers game, in this Quarterly Letter we delve into how we combine quantitative methods with a qualitative approach to fully understand a company or holding.