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  • Strategy Blog

    2023: it was the best of times, it was the worst of times

    Fading inflation, a recovery in asset prices and renewed economic growth ensured 2023 was a much better year for most investors than 2022. We examine the trends and stories that most affected investors last year, and give our outlook for the coming 12 months.
  • Oil paint on a canvas
    Quarterly Letter

    The art of building strong relationships

    At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.
  • Image of a lady walking down an aisle inside the Rothschild offices
    Insights

    Passing wealth to your children while retaining control

    Are you looking to pass on wealth to your children while retaining some control? Family investment companies (FICs) can be a useful way to achieve this goal. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
  • A zoomed in area of a euro bank note
    Market Perspective

    Economic crisis and resolution

    With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?
  • Market Commentary

    Asset Management: Monthly Macro Insights - December 2023

    Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?
  • Image of a Rothschild family painting with a reflection behind it of the City of London skyline
    Insights

    Minimising the effect of inheritance tax

    After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
  • Insights

    Comentario mensual del mercado: Noviembre 2023

    La renta variable mundial repuntó un 9,2% en noviembre (en dólares estadounidenses), al igual que la deuda pública mundial, un 3,0% (en dólares estadounidenses, con cobertura).
  • Image of a man walking out of the Rothschild & Co New Court door
    Insights

    Finding a mortgage with complex income

    Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.
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