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Who we work with

Wealth Management UK

Who we work with

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

To discover how we've helped others like you, please get in touch.

 

 

Our clients

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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Insights

Discover how our advice and expertise comes 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.