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Global Advisory

Expert M&A and capital markets advice

Wealth Management Monaco

Dedicated to helping individuals and families preserve and grow their wealth over the long term

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

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

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Wealth Management - Monaco

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A service tailored to clients living or investing in Monaco

Our team in Monaco delivers bespoke solutions tailored to our clients' complex needs.
 

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What we do

We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals

Advice and Planning

Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.

Conseil structuration patrimoniale

Investing

In addition to rigorous planning, our experts build a global investment strategy, integrating listed and unlisted assets, offering you diversity to meet your objectives.

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Banking & Lending

From day-to-day services to project financing, we offer you a custom-tailored  experience to meet your needs.

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Who we work with

Solutions tailored to each wealth management strategy

Entrepreneurs

Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.

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Families

With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.

Familles

Charities

From funding your philanthropic goals to forecasting future spending, we'll partner with you on a long-term horizon, investing sustainably on your behalf to ensure you have a lasting impact for generations to come.

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Deep understanding of clients' needs in Monaco

Our Wealth Management business provides expert knowledge to both local and international clients, including families and executives that work for industrial and commercial groups. We help them structure and plan their international wealth, secure private financing and manage their assets. We also give them the opportunity to invest in a range of Monaco-based mutual funds.

Sustainable investing

Align your investments with your values

We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, careful analysis of them is the start of our investment process.

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Ready to begin your journey with us?

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  • Latest news

    St Pauls Cathedral with the Union Jack flag
    Insights

    What to do ahead of the 2026 Budget

    With Budget speculation intensifying ahead of 28 October, investors should avoid reacting to rumours alone, while reviewing potential tax planning opportunities around CGT, IHT, pensions, property and investment structures.
    Above-head image of chairs in a boardroom
    Strategy Blog

    Debt and taxes

    Fiscal debates focus on debt and deficits, but government size may matter more. While debt shows little link to bond yields, higher taxes and spending can affect competitiveness, growth and economic efficiency.
    A street in France
    Strategy Blog

    France: Fiscal pressure

    France’s political uncertainty and fiscal pressures have unsettled markets, widening bond spreads and weakening the euro. While risks remain elevated ahead of 2027 elections, France’s challenges stop short of a sovereign debt crisis.
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    Quarterly Letter

    Emotionally invested

    This Quarterly Letter explores how emotions and behavioural biases can undermine investment decisions. It highlights the importance of discipline, perspective and a clear long-term purpose in preserving and growing wealth through market uncertainty.
    Table at the Entrepreneurs Netwroking Dinner
    Insights

    Entrepreneur Networking Dinner

    Rothschild & Co Wealth Management UK recently hosted an intimate networking dinner to encourage the conversations and connections that rarely happen in the day-to-day demands of building a business.
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    Strategy Blog

    Is winter coming for the UK consumer?

    Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.

    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