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The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
In an environment where short-term thinking often dominates, our long-term perspective to wealth management 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.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound wealth management advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.
We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders at some of the world’s most successful businesses.
In addition to helping entrepreneurs, families and professionals, we also work with many other individuals and groups, including charities. We can support you and your organisation at each stage of your financial journey.
What we do
Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides around managing your wealth.
We build portfolios designed to meet your objectives, targeting inflation-beating returns in good times, while providing protection in more difficult periods.
From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.
Trusted by clients
These are the qualities our clients most often associate with us, and the reasons why many have entrusted us with their wealth for generations.
We know this because we ask. Our biennial client survey, conducted by independent research firm Savanta, helps us understand what matters most to the individuals and families we advise – as well as how we can continue to support them better.
One message shines through amongst clients: a sense of confidence in the people managing their wealth. Not just because of results, but because of the strong relationships behind them.
Clients tell us they feel heard. They appreciate that our advisers know and care about what they're trying to achieve and act only with their best interests at heart.
This trust extends to our investment approach, with the vast majority of clients saying we meet or exceed their performance expectations.
96 %
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The goal of wealth management is to help you meet your financial objectives and achieve financial security. Many families and entrepreneurs aim to preserve and grow their wealth, in order to pass something on to future generations.
A wealth manager – or Client Adviser – is a professional who provides regulated financial advice to help you make informed investment decisions.
Wealth managers charge a fee for their services, and overall charges will take into account the size of the portfolio and the number of transactions carried out.
While there is a cost to paying a wealth manager, their professional advice allows clients to make informed decisions about their wealth and often generates higher returns than going it alone. Our clients often use their Client Advisers as a sounding board for broader financial matters, and provide access to our network of professional advisers and experts.
The minimum amount of money required to use a wealth management company can vary significantly depending on the provider and the level of service offered. Some wealth managers are restricted to only the wealthiest individuals while others have lesser requirements.
The best way to find out if you are eligible to use a wealth manager is to contact the firm with details of your financial situation to see if you fit the criteria. Contact us if you would like more information
You may need a wealth manager if you have just sold a business, received inheritance or are simply worried about the effect of inflation on your money, wealth management can help you preserve and grow your wealth over the long term.
Choosing a wealth manager is a crucial decision and one you should take time to think over thoroughly. You should seek a wealth manager which has an investment approach that matches your own and a track record of success. You can find out more in this article.
There are multiple factors you should consider when deciding where to invest your wealth. Find an investment style that suits your outlook, considering both ‘top-down’ or ‘bottom-up’ investing strategies, and assess whether you are an active or passive investor. You can find out more in this article.
Insights
The 2025 Finance Act abolished the non-dom regime, increasing tax exposure. Former non-doms must reassess investment strategies, consider wrappers, review offshore accounts, and explore the FIG regime for potential tax relief and planning opportunities.
Insights
The TRF allows former non-doms to repatriate offshore income and gains at reduced tax rates, enabling UK investment. Rothschild & Co supports account setup, investment planning, and wrapper selection alongside expert tax advisers.
Insights
Our Electrification Sphere brings clarity to the energy transition by convening industry leaders to address the challenges of powering AI and digital infrastructure sustainably. Through expert dialogue, the report explores how innovative grid solutions, renewable integration, and strategic investment can shape a resilient, decarbonised future for data-driven industries.