View of the stairs from the Rothschild & Co New Court office

Wealth Management - United Kingdom & Channel Islands

We work with the world's most successful entrepreneurs, families and charities to preserve and grow their wealth.

The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."

CEO Wealth Management UK Helen Watson

The art of the long view

In an environment where short-term thinking often dominates, our long-term perspective sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients. 

WHO WE work with

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.

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.

Charities

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

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 & 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.

Investing

We build portfolios designed to meet your objectives, targeting inflation-beating returns in good times, while providing protection in more difficult periods.

Banking & lending

From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.

Ready to begin your journey with us?

Insights

The big ideas and important details behind our approach to your wealth.

Speaking plainly

4 January 2022 | 25 mins

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 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.

Running hot - or overheating?

13 December 2021 | 25 mins

With 2022 just around the corner, we find ourselves in somewhat familiar territory; inflationary pressure, debates over monetary policy, and renewed COVID-19 concerns. In this Market Perspective, we delve once again into the inflationary outlook, ESG investing following COP26, as well as crypto and geopolitics.

Dry ice and mothballs

4 November 2021 | 27 mins

As the inflation debate rolls on, comparisons with the 1970s persist. Weighing in on this debate, we also take a look at the Autumn Budget and discussions around UK government debt, as well as possible changes in market leadership, European populist politics, and the costs of pandemic suppression actions.