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."
Using a wealth manager can be a good way to help you achieve your financial goals, but the first question you’ll be faced with is how to choose the right one.
There are many wealth managers out there, so it’s important to choose the right one for you, your family and your finances.
There are lots of questions you should consider:
In this series of articles we explain some of the services offered by wealth managers, and how to find the correct partner for you.
Please get in touch if you have any questions or would like to discuss your finances with one of our Client Advisers.
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 help you meet your financial goals.
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.
We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK.
Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.
We all like to achieve good value for money, but it's particularly important when choosing a wealth manager.
You are entrusting someone with you and your family’s financial future, and in this article we outline how to assess the value of a wealth manager.
At Rothschild & Co, we are proud of our 200-year heritage and seven generations of family ownership.
We firmly believe that longevity is a key quality in a wealth manager, and many of our clients feel reassured that their money is with a company that has stood the test of time itself. Our low staff turnover further illustrates our commitment to stability and continuity in an industry where these qualities are vanishingly rare.
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.
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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.
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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.