Lady explaining something to clients during a meeting

Advice & planning

We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective advice."

Client Adviser Ben Harrison

Access to the right advice

We're an experienced guide for many successful families. We act as a sounding board across their financial affairs, beyond their investment portfolios. Our extensive network of global experts, together with our Client Advisers, are here to ensure you have access to the best wealth management advice.

Creating a multigenerational plan

You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.

Planning for prosperity

 

Everyone’s personal finances are different, but the benefit of a strong financial plan is universal. Read the articles below to learn more.

Ready to begin your journey with us?

Please get in touch

Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.

Is financial advice worth it?

After spending years successfully growing your wealth, you should take an equally keen interest in preserving it. As time passes, inflation eats away at the real value of your money. Investing is one way to try and mitigate the impact of inflation.

However choosing where to invest can be a difficult and time-consuming process. Many individuals instead use a wealth manager to help them invest their money, and implement a long-term plan for their finances.

Who needs financial advice?

Rothschild & Co works with many successful entrepreneurs, families and charities to preserve and growth their wealth.

We realise that everyone has different financial circumstances and goals, but we believe that a strong plan is the best way to achieve continued prosperity.

What advice does a wealth manager offer?

Our wealth management team can discuss investment opportunities with you and can act as a sounding board on a broader range of financial issues.

Whether your goal is providing an income in retirement, estate succession planning or navigating complex family issues, we can connect you with our network of experts around the world. 

Insights

  • Making the best investment choices

    Insights

    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.

    Morten Hemdorff

  • How to choose a wealth manager

    Insights

    Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.

    James Morrell, Alison Probert

  • Gaming for good

    Insights

    Our second Sustainability Sphere focused on the video games industry and considered how it can better drive positive social impact. Stakeholders asked how do we encourage people to play for the planet, rather than let the planet pay socially and environmentally?

    Becky Orme, Laura Negus