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Advice & planning

We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective advice."

Client Adviser Ben Harrison

Access to the right advice

We're an experienced guide for many successful families. We act as a sounding board across their financial affairs, beyond their investment portfolios. Our extensive network of global experts, together with our Client Advisers, are here to ensure you have access to the best wealth management advice.

Creating a multigenerational plan

You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.

Planning for prosperity

 

Everyone’s personal finances are different, but the benefit of a strong financial plan is universal. Read the articles below to learn more.

Ready to begin your journey with us?

Please get in touch

Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.

Is financial advice worth it?

After spending years successfully growing your wealth, you should take an equally keen interest in preserving it. As time passes, inflation eats away at the real value of your money. Investing is one way to try and mitigate the impact of inflation.

However choosing where to invest can be a difficult and time-consuming process. Many individuals instead use a wealth manager to help them invest their money, and implement a long-term plan for their finances.

Who needs financial advice?

Rothschild & Co works with many successful entrepreneurs, families and charities to preserve and growth their wealth.

We realise that everyone has different financial circumstances and goals, but we believe that a strong plan is the best way to achieve continued prosperity.

What advice does a wealth manager offer?

Our wealth management team can discuss investment opportunities with you and can act as a sounding board on a broader range of financial issues.

Whether your goal is providing an income in retirement, estate succession planning or navigating complex family issues, we can connect you with our network of experts around the world. 

Insights

  • Supply chains: A quick health check

    Strategy Blog

    It’s been roughly six months since shipping disruptions in the Red Sea began, but what has been the impact on global supply chains? In this blog we take a look at the current state of play and consider whether there may be an impact on goods-related inflation.

    Anthony Abrahamian

  • Tariffs redux?

    Strategy Blog

    President Biden has raised tariffs on critical imports from China, following accusations of unfair trading practices. Falling trade barriers arguably helped foster previous spells of economic prosperity, so should investors be concerned at the return of tough tariffs?

    Anthony Abrahamian

  • Is the stock market's advance too narrow?

    Strategy Blog

    Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?

    Kevin Gardiner

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