View of the stairs from the Rothschild & Co New Court office

Wealth Management - United Kingdom & Channel Islands

We work with the world's most successful entrepreneurs, families and charities to preserve and grow their wealth.

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."

CEO Wealth Management UK Helen Watson

The art of the long view

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. 

WHO WE work with

Entrepreneurs

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.

Families

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.

Charities

From funding your philanthropic goals to forecasting future spending, we'll partner with you with a long-term horizon, investing sustainably on your behalf to ensure you have a lasting impact for generations to come.

What we do

We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals.

Advice & planning

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.

Investing

We build portfolios designed to meet your objectives, targeting inflation-beating returns in good times, while providing protection in more difficult periods.

Banking & lending

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.

Ready to begin your journey with us?

Insights

The big ideas and important details behind our approach to managing your wealth.

Leaving a legacy

01 January 2023 | 25 mins

As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.

A monetary round-up

19 December 2022 | 5 mins

Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.

The economic mist clears

15 December 2022 | 30 mins

With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump. In this edition of Market Perspective, Kevin Gardiner and the Strategy Team briefly revisit the UK's fiscal events before discussing COP27.