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.

Quarterly Letter

In all our communications, whether it be updating clients on portfolio performance or speaking about our investment approach, we think deeply about what we say and the way in which we say it. In this Quarterly Letter, we take a look at the letter itself and how it demonstrates this commitment to clear and honest communication.

Get in touch


Passaggio Centrale 3
20123 Milano

Contact us via email


Tel: +39 02 4537 0952

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