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."
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.
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.
Selling a business? We examine how to achieve the best deal, maximise your profits and invest the proceeds wisely to set yourself up for life.
Looking to pass on wealth to your children while retaining some control? Family Investment Companies (FICs) can be a useful way to achieve these goals. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
After spending a lifetime building your wealth, inheritance tax can cause a significant amount to be taken by the taxman. In this article we examine how IHT works and what steps families can take to reduce its impact.
The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.
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.
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.
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.
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.
Insights
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.