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Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

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Over 200 years at the centre of the world's financial markets

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Insights

  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Trump and the dollar

    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.
    • Victor Balfour
  • Close up image of a one dollar note. Source, Getty,
    Strategy Blog

    2024: Markets, Momentum and MAGA

    2024 saw friendly economics with falling interest rates. US stocks outperformed the rest of the world. Trump's imminent return influenced market sentiment. Bonds fluctuated amid interest rate changes, and the US dollar strengthened significantly.
    • Victor Balfour
  • Why wealth preservation matters
    Quarterly Letter

    Why wealth preservation matters

    We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.
    • Helen Watson
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    On the other hand...

    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.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Politics

    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.
    • Kevin Gardiner
  • Why time in the market beats timing the market
    Insights

    Why time in the market beats timing the market

    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.
    • Hugh Billett
  • Making an investment plan and sticking to it
    Insights

    Making an investment plan and sticking to it

    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.
    • Poppy Foster
  • Zoomed in image of the US 50 dollar note
    Market Perspective

    Must growth disappoint?

    President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.
    • Kevin Gardiner
    • Victor Balfour
  • Manchester history graphic
    Insights

    The Rothschilds and Manchester: a shared history

    The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.
    • Peter Hindle
    • Lewis Treacy
  • Rothschild & Co's 60 year strategy: how long term wealth planning can empower
    Insights

    The 60-year strategy: how long-term wealth planning can empower

    Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.
    • Peter Hindle
    • Lewis Treacy
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Wide valuations, narrow leadership

    US stocks are up over a fifth in 2024, and on track for another year of double-digit returns. President-elect Donald Trump has buoyed the market with the promise of lower taxes and deregulation. In this strategy blog we explore the outlook for the US stock market.
    • Victor Balfour
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    President Trump

    Donald Trump will be the 47th President of the United States. In this strategy blog we consider the markets’ immediate reaction to President Trump’s return to the White House and discuss three key areas that could affect his presidency: tariffs, taxes… and talk.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    The Chancellor's new clothes

    Chancellor Rachel Reeves has delivered her first Budget, and it was a statement that included few surprises. In this strategy blog we consider the scale of the tax changes announced, the potential economic consequences and the immediate reaction of markets.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Listen to the music

    The US economy and its capital markets continue to dominate global thinking, but how long can that last? The US market has, in total return terms, outperformed the rest of the world, by roughly 200% since 2007. In this strategy blog we ask: what happens next?
    • Kevin Gardiner
  • The US elction: too close to call?
    Insights

    The US election: too close to call

    We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.
    • Victor Balfour
  • Buy Women Built logo with our Journey to Success report
    Entrepreneurs

    Female founders share the secrets to their success

    We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.
    • Sophie Kilvert
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Politics and portfolios

    Spreading conflict in the Middle East is alarming, particularly when viewed alongside other ongoing geopolitical challenges. While there are no infallible guides to how global markets will respond, in this blog we discuss some of the potential economic consequences.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    China: down, but not out

    It seems enough is enough for Beijing’s policymakers. After a series of half measures in recent years, the government and central bank have announced with a multi-pronged attempt to stimulate the market and revive the sluggish economy. We examine the outlook for China.
    • Victor Balfour
  • Abstract image of fire and water
    Quarterly Letter

    The importance of experimentation

    Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.
    • Helen Watson
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    The Draghi Report – or, was it a mistake for the EU to leave the UK?

    A new report for the European Commission examines the ways countries or regions can become more productive. In this strategy blog we consider what countries like the US and Switzerland have done right, and how the UK and other European nations could improve.
    • Kevin Gardiner
  • Birdseye view of agricultural field
    Insights

    Sowing the seeds for regenerative agriculture

    Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.
    • Laura Negus
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    The easing cycle commences

    The Federal Reserve has cut interest rates for the first time since March 2020. The response from markets has generally been positive, but what happens next? In this strategy blog we examine the likelihood of further interest rate cuts in the short term and beyond.
    • Victor Balfour
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Odd one out?

    Which of the big three Western central banks is most likely to have to reverse their pending rate cuts? In this strategy blog we examine the market expectations form the Fed, European Central Bank and the Bank of England, and outline our own views.
    • Kevin Gardiner
  • Relocating to Guernsey
    Insights

    Relocating to Guernsey

    Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.
    • Nathan Long
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    The Sick Man of Europe

    Germany’s economy shrank in the second quarter – and is currently little bigger than it was in 2019. Two big negative supply shocks will have played a major part, but is something more fundamental at play? In this strategy blog we explore the reasons why.
    • Victor Balfour
  • Zoomed in image of a bank note for the Market Perspective cover
    Market Perspective

    Serious, not hopeless

    Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
    • Kevin Gardiner
    • Victor Balfour
  • The perils of making predictions
    Quarterly Letter

    The perils of making predictions

    History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
    • Helen Watson
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    Is small beautiful again?

    Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    French election

    In the second round of France's parliamentary election, Marine Le Pen's RN unexpectedly fell from first to third place as a result of widespread tactical voting and targeted withdrawals by other parties. In this blog we assess the potential economic impact of the vote.
    • Kevin Gardiner
  • Zoomed in crop of a 50 euro note
    Strategy Blog

    First thoughts on the UK election

    A decisive election result means that Labour will form a government for the first time in 14 years and Sir Keir Starmer will become Prime Minister today. In this strategy blog we take an early look at the potential economic consequences of this change in government.
    • Kevin Gardiner
  • Is a wealth manager worth it?
    Insights

    Is a wealth manager worth it?

    We all like to achieve good value for money, but it's particularly important when choosing a wealth manager. You are entrusting someone with you and your family’s financial future, and in this article we outline how to assess the value of a wealth manager.
    • Donald Nartey
  • Cultivating an exceptional client service culture
    Insights

    Our culture, service and people

    We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.
    • Holly Jennings
  • Making the right investment choices
    Insights

    Making the best investment choices

    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.
    • Morten Hemdorff, CFA
  • Image of the london skyline reflecting off of the Rothschild London office windows
    Insights

    How to choose a wealth manager

    Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.
    • James Morrell
    • Alison Probert
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