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Wealth Management Italy

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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.

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What we do

Our services

Advice and planning

From wealth preservation to income generation, from intergenerational transmission to managing family challenges, we support you over the long term.

Conseil structuration patrimoniale

Investing

In addition to rigorous wealth planning, our experts build an investment strategy that integrates listed and unlisted assets to meet your needs and objectives.

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Banking and lending

We offer you a complete range of banking services and financing solutions, designed to suit your projects and requirements.

Opérations bancaires et financements

Our clients

Who we work with

Entrepreneurs

Whether you're a founder or the successor to an entrepreneurial legacy, we can support you at every crucial stage of your development.

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Families

We are fortunate to be part of a strong family heritage, nurtured by over two centuries of history. This unique foundation enables us to understand family dynamics in all their complexity.

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Charities

Whether it's a question of keeping your mission alive or preserving your resources over time, we are committed to working alongside you to build a sustainable strategy in line with your values and impact.

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Deep understanding of clients' needs

We want our clients to benefit from the wealth of the Rothschild & Co network in Italy and abroad, as well as from the synergies within our Group. We promote exchanges between our different business lines and work closely with our Mergers & Acquisitions (Global Advisory), alternative investments (Five Arrows) and asset management (Asset Management Europe), teams, with whom we develop a common expertise and approach for entrepreneurs and families. The constant interaction between these various teams generates valuable synergies and gives our clients preferential access to a network that has both local roots and international reach.

Conseil structuration patrimoniale

Interested in talking to our teams in Italy?

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    Comprehensive wealth management services wherever you, or your assets, are located

    Our offering is part of Rothschild & Co's global Wealth Management business. This encompasses teams based in 12 countries across Europe and the Middle East, supporting more than 15,000 clients and managing over €105bn of assets in total1.

    In each country we offer impartial advice, tailor our approach to each client, and design a service that is right for you.

    1 As at June 2026