Wealth Management - Italy

A service tailored to clients living or investing in Italy

Our Wealth Management team serves successful families, entrepreneurs, foundations and charities in Italy, helping them to structure and safeguard their wealth, and to invest and manage their financial assets.

The Rothschild family's association with Italy dates back to the 1820s, when Carl Mayer von Rothschild, one of the five Rothschild brothers, established a presence in Naples. Our Rothschild & Co business has been based on-the-ground in Milan for over 20 years.

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.

Contact us

Passaggio Centrale 3
20123 Milano
Italy

Contact us via email

or


Phone: Tel: +39 02 4537 0952

Quarterly Letter

While investing can seem like a numbers game, in this Quarterly Letter we discuss how we combine quantitative and qualitative approaches to gain a comprehensive view of a business or holding.