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Wealth Management

United Kingdom and Channel Islands

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

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.

Managing our clients' wealth as if it was our own, we invest and offer advice to help them meet their long-term goals.

Who we work with

 

Rothschild & Co, New Court floor 10

Entrepreneurs

The majority of our clients come from successful entrepreneurial families, and whatever the stage of your journey, we are here to support you. It's never too early to seek good advice, whether you wish to maximise the proceeds of a sale, or save for a nest egg while you're still growing your business.
 

Families

With a 200-year history as a family-controlled business, we know what it takes to thrive over generations. Gain from our first-hand experience of long-term wealth preservation, and our unique ability to sustain your family's wealth over time.
 
 

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Rothschild & Co New Court Floor 9

Charities

From forecasting future spending and funding your goals, to navigating the complex world of Environmental, Social and Governance (ESG) issues, we can help preserve your charity's capital, while acting as a sounding board and adviser to help fulfil your obligations.

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What we do

 

Advice and planning

Managing your wealth over the long term is about more than just investing. Whether it's providing an income, careful estate and succession planning or navigating complex family issues, our Client Advisers are practiced guides.

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Investment management

Preserving and growing your wealth means investing sustainably over time. We build portfolios designed to meet our clients' objectives, targeting inflation-beating returns in the good times, while providing some protection in more difficult periods.

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Banking and lending

We focus on finding solutions for our clients, rather than selling products with complex criteria. So whether it's a large mortgage (up to £100m), or the ability to borrow against your portfolio at short notice, we can tailor our services to you.

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What our clients say

 

Net promotor score, Rothschild & Co
Client recommendations, Rothschild & Co
Recommendations, Rothschild & Co

1 As indicated in an independent 2019 survey conducted by Savanta

Insights

Discover how our advice and expertise come to life

 

  • What to expect

    1 July 2021 | 26 mins

    While 2021 has seen robust economic recovery and strong portfolio performance, we remain aware of how unpredictable markets can be. We also know the importance of communicating this, so in this Quarterly Letter, we update a previous letter where we spoke about both our investment approach, and managing expectations.

  • House prices are "on fire"...

    28 June 2021 | 5 mins

    Being confined to our homes for the past year prompted many to re-evaluate their housing priorities. Bolstered by low interest rates and scarcities, this surging demand for residential property has begun to ignite concerns over market froth, especially given the divergent experience of different regions and sectors.

  • Pedal to the metal

    15 June 2021 | 30 mins

    While the more optimistic predictions of global recovery continue to materialise, there are ongoing suggestions that substantial inflationary pressure lies further down the road. In this Market Perspective, we examine this landscape and also delve into various other developments around global supply chains and policy decisions.

To view our full range of insights, visit our Insights page.

Contact us

To find out how we can help you, please get in touch.