Rothschild Wealth Management

Who we are

Founded in 1798, Rothschild is one of the world’s most successful, independent financial advisory groups. For over 200 years, we have provided advice to governments, companies and the world’s wealthiest and most successful families, entrepreneurs and foundations across the globe. We are now in our seventh generation of Rothschild family involvement and ownership. As an independently owned firm with a multi-generational perspective, Rothschild delivers unbiased advice, believing this to be the foundation for long-standing relationships. We provide two main services to our private clients: Wealth Management & Trust services, and Investment Banking services (known internally as “Global Financial Advisory”).

What we do

Our investment philosophy is to preserve and grow the real value of our clients’ wealth. We seek to protect capital during difficult markets, while also benefiting during periods when asset prices are rising. We do this in four main ways:

  • By basing our major asset allocation decisions on objective measures of valuation
  • By holding a blend of assets to achieve true diversification
  • By aiming to avoid permanent capital losses, through rigorous analysis and not overpaying for individual securities
  • By using a combination of our own and external resources to give clients access to the best available talent

We look beyond short term distractions and measure our success through performance over the long term, and in enduring client relationships.

 

Contacts

Nick Barran
London
Head of UK Business Development
nick.barran@rothschild.com
+ 44 (0) 207 280 5482