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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

About us

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

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A company of opportunity, entrepreneurialism and growth

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Insights

 145 to 155 of 155
  • Image of someone walking through the Rothschild offices
    Insights

    Reducing the impact of capital gains tax

    The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
    • David Kilshaw
  • A global investor assessing sustainable investment opportunities
    Insights

    What sustainable investing really looks like

    Sustainability has always been a fundamental investment issue. Here we outline the Rothschild & Co approach to sustainability in the investment process and the factors that can affect a company's intrinsic value and thus returns.
    • Daniel Drain
  • A birds eye view of an Australian salt farm
    Insights

    Scaling climate technology through strategic capital

    Entrepreneurs innovating in climate technology face a major challenge when scaling their business. Larger companies are natural partners for these innovators. We believe there’s a multi-decade opportunity to invest in companies enabling the path to a ‘net zero’ economy.
    • Michel van der Spek
  • MP - Disinflation and growth.jpg
    Market Perspective

    Disinflation and growth

    Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.
    • Kevin Gardiner
    • Victor Balfour
  • An image showing St Pauls' Cathedral in the reflection of the Rothschild office window
    Insights

    Earn tax relief when selling your business

    Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
    • David Kilshaw
  • Strategy Blog

    Growth challenges

    In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.
    • Kevin Gardiner
  • A man on his path to success, hindered by external financial restrictions
    Insights

    Uncovering behavioural biases when investing

    All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.
    • Michel van der Spek
  • Strategy Blog

    Still got the blues

    In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.
    • Kevin Gardiner
  • Marble background image taken from Getty images
    Quarterly Letter

    Making better investment decisions

    Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.
    • Helen Watson
  • Image of the Rothschild & Co New Court office being reflected in the window
    Insights

    Using Lombard lending to maximise your wealth

    Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.
    • Lewis Treacy
  • Zoomed in image of a US Dollar bill
    Market Perspective

    Summertime blues

    Interest rates are still rising, turning government bonds into an attractive option for investors looking to preserve their wealth. In this Market Perspective we assess how bonds now compare to stocks, and examine falling global inflation.
    • Kevin Gardiner
    • Victor Balfour
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