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Global Advisory

Investor Advisory

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Scott Harris and Investor Perceptions are part of the Rothschild & Co group within our Global Advisory division, as part of our Investor Advisory services.


Our Investor Advisory services include advice across all areas of investor engagement. We aim to help clients compete for capital as effectively as possible and provide independent and unconflicted advice in a number of key areas:

  • Which investors to target, via deep-dive quantitative analysis, coupled with our qualitative overlay
  • Accessing investors and promoting the equity story, through teams based in London and Frankfurt, with deep investor relationships across the market (and no regulatory constraints given our advisory-only platform)
  • Market perceptions of a company, helping clients assess investor alignment and support via Perception Studies and through ongoing investor intelligence
  • Optimisation of the equity story messaging, utilising Rothschild & Co's sector expertise, plus our equity market experience
  • Advice on shareholder engagement issues, including stewardship, ESG issues, support around activist challenges and transactions, as well as ongoing board engagement

Please follow the links below for further information on Rothschild & Co and Global Advisory.

Powerful investor engagement

Our Investor Advisory team provides our clients with expert advice across all areas of investor engagement. These services help clients to compete for capital as effectively as possible and to manage more difficult shareholder engagement issues, in an environment where changing markets and regulations have made access to high-quality investor intelligence more difficult, but also increasingly essential.

Combining deep IR experience with unrivalled market knowledge

Our independent advisory-only model, our relationships with a broad range of investors and across industry sectors globally, our deep knowledge of equity markets, and the strength of our wider Global Advisory business, allow us to provide unconflicted and high-quality shareholder advice. We combine this with deep quantitative analysis, enabling us to understand which investors to engage with, why investors are invested and what is influencing their behaviour.

Our advice includes:

  • Stewardship, ESG and on-going board engagement
  • Support around activist challenges
  • Identifying which investors to target
  • Accessing investors and promoting the equity story
  • Perception studies, to understand investor alignment and support
  • Optimisation of equity story messaging
  • Investor engagement around M&A transactions, working closely with Global Advisory teams