Wealth Management for Corporate executives

This is a common question among corporate executives. At Rothschild & Co, we proactively manage your investments to target inflation-beating returns. When first meeting corporate executives, we often find that a significant portion of their personal capital is tied up in company shares. Consequently, their wealth tends to be concentrated in to two of our five pots: their lifestyle pot (which includes their primary residence) and their business pot (their long term company equity). We often advise executives on how they can diversify their assets. For many, this diversification is achieved through a long-term investment portfolio – a nest egg.

We have a specialist team dedicated to working with corporate executives. This team understands your requirements and can deliver relevant solutions to your circumstances. We have market-leading client service* and our pricing is transparent and straightforward, with an all-in annual management fee based on the assets we manage, ensuring no hidden charges. We also don’t impose any account opening or closing costs.

Our ‘bottom-up’ investment strategy focuses on individual assets rather than market trends, aiming for long-term returns that outpace inflation. We conduct extensive research into the individual stocks and funds, seeking opportunities that align with our clients’ goals.

^{*Source: Savanta bi-annual client survey. Market-leading Net Promoter Score.}

Many of the corporate executives we work with have built up pension savings across multiple employer schemes, which can make managing retirement planning complex. At Rothschild & Co Wealth Management, we offer a coordinated review of your existing pension arrangements. Where appropriate, we can help consolidate these into a Self-Invested Personal Pension (SIPP), with Rothschild & Co appointed as your investment manager. This approach not only simplifies your pension structure but also ensures your assets are aligned with a long-term, robust investment strategy.

Yes, we have a specialist team dedicated to working with corporate executives who are here to make this easy for you. We can open accounts electronically (with pre-completed forms sent digitally to you) and our team are able to liaise and arrange any transfers or investments on your behalf.

Our core offering is discretionary investments, but we work with our clients across a range of areas. We provide custody and executions services, alongside pro-active cash management, offshore private banking and portfolio lending.

We can prepare detailed cashflow modelling to help grow your asset base and frame important investment decisions, such as the impact of moving home, when to retire or maximising the returns on your income.