Rothschild & Co Wealth Management

Rothschild & Co’s Wealth Management business provides a range of wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. As one of the few families to have successfully preserved their wealth over seven generations, the Rothschild family remain at the helm of the business. This provides us with a unique perspective from which to understand and tackle the issues wealth owners face in protecting their assets. 

While there is no typical Rothschild & Co client, some 80 per cent of our clients have created their own wealth. The Rothschild family’s entrepreneurial spirit means that we have over 200 years of experience in the challenges facing wealth creators. Our Global Advisory business is also one of the world’s most active investment banks. We work closely with our corporate colleagues to champion business founders’ personal finances, supporting them in complex investment and wealth planning needs that arise when preparing to sell a business.

We understand that the entrepreneurial journey encompasses many opportune moments where decisive action can make a dramatic difference to business and personal outcomes. Preparedness and partnering with the right experts can make the journey that much smoother – and more impactful. Rothschild & Co Wealth Management forms part of Rothschild & Co, one of the world’s largest independent financial advisory groups, with a team of 4,200 talented specialists in over 40 countries.