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Wealth Management UK

Working with 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.

Please get in touch to find out how we can help you and your business.

“It takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it.”

(Nathan Mayer Rothschild, 1777 - 1836)

Too often entrepreneurs neglect their personal finances in favour of growing and expanding their business.

Whether it's accumulating a nest egg as you find success, or planning ahead for a sale, it's never too early to look for the right advice.


New Court at Rothschild & Co

Capitalising on your entrepreneurial journey

Personal finance tips for your business sale



View from New Court, Rothschild & Co

Understanding a business sale

A guide to corporate advice for entrepreneurs

Partnering personal with corporate advice

For most entrepreneurs, we recommend they build a strong personal advisory team alongside, but separate to, their corporate advisory team.

As a part of the larger Rothschild & Co group, many of our clients benefit from our extensive network and Global Advisory (M&A, equity and debt advisory) colleagues.

The majority of our clients are members of entrepreneurial families, and we've helped many of them through a business sale. Working closely alongside our Global Advisory division and other professionals, our Client Advisers champion your personal interests, while your corporate team can focus on your business.

Contact us

If you'd like further information about how we can help you as a business owner, please get in touch.


Insights Discover how our advice and expertise comes to life


The curious incident of the falling bond yields

1 August 2021 | 30 mins

While inflation in the US remains at startling levels, the response by money markets has been muted despite evidence that this risk is may become more 'trend' than 'transitory'. In this Market Perspective, we take a look at this inflationary threat as well as climate change, current house prices, and the historic response of markets to the raising of interest rates.

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House prices are "on fire"...

28 June 2021 | 9 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, these surging prices for residential property have begun to ignite concerns over market froth, especially given the divergent experience of different regions and sectors.

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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.

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