Who we are: Rothschild & Co (2024)

Rothschild & Co is one of the world’s largest independent financial advisory groups. As a global and family-controlled group, we provide M&A, strategy, and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Who we are: Rothschild & Co (1)

Forming a global perspective: the history of Rothschild

In the early 19th century each of Mayer Amschel’s five sons established banking businesses in the principal European financial centres of the time: London, Paris, Frankfurt, Naples and Vienna.

The brothers worked in close collaboration and created the fastest and most secure courier network in Europe with which to exchange market information. Thus they could combine their insights from across Europe, becoming the best informed and most internationally effective banking group in the world.

Preserving a first-class reputation across generations

It is over 200 years since Mayer Amschel Rothschild, the great, great, great, great grandfather of our Executive Chairman, Alexandre de Rothschild, created the family’s first partnership agreement. His success in business lay in his focus on his client’s goals, forming long-term relationships with them and understanding their needs. He developed innovative methods of trading that added real value to his clients.

Looking towards the future

Our business today continues this heritage of bold perspectives across divisions: from the expansion of our Equity Advisory offering in Global Advisory, to the foundation and successful development of our Merchant Banking business.

A 200-year history of entrepreneurship means we are never satisfied with remaining within conventional wisdom. Today, we proactively seek innovative ways to provide thoughtful, principled and creative solutions to our clients through our combined distinct perspective.

Our guiding principles

As a business controlled by certain members of the English and French Rothschild families, we have always been driven by the Rothschild family motto ‘Concordia, Integritas, Industria’.

These values remain at the heart of our guiding principles on how we do business to this day. It is this approach that informs our distinct perspective and will continue to make a meaningful difference to the world of business and wealth.

A distinct perspective that makes a meaningful difference

Thoughtful:Considered, Strategic,Long-term

Principled:Responsible, Empathetic, Committed

Creative:Innovative,Collaborative,Entrepreneurial.

Our services

With a team of 3,500 talented financial service specialists on the ground in over 40 countries across the world, we deliver a unique global perspective.

Our trusted professionals and decision makers who make up our integrated global network enjoy a track record of outstanding execution. Thanks to our in-depth market intelligence we are closer to current issues than any other global financial institution in our core markets.

We provide a unique perspective through our broad network spread over our 50 offices around the world combined with deep market and sector knowledge. This places us in a strong position to address the increasingly global needs of our clients.

It is this combination of scale, local knowledge and intellectual capital that allows us to provide a distinct perspective and effective long-term solutions for our clients.

Global Advisory

We provide impartial expert advice, and design and execute strategic M&A and financing solutions for our clients. We act as a trusted partner, taking a long-term and independent view on the challenges they face. With a network of specialists in over 40 countries across the world, our scale, reach and knowledge enable us to deliver effective solutions to support our clients.

Wealth & Asset Management

We provide a comprehensive range of wealth management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. We are a global independent provider of asset management services and bespoke investment solutions to institutional clients, financial intermediaries, and third-party distributors.

Merchant Banking

Merchant Banking is the investment arm of Rothschild & Co. It is a multi-strategy investment business which includes corporate private equity, private equity secondaries, primary funds and co- investment programmes, direct lending and credit management.

Interested?Find out about more about Rothschild & Co and thefantastic opportunities they have available.

I'm an expert in the field of finance and global financial advisory, possessing a comprehensive understanding of major financial institutions, their histories, and the services they offer. My knowledge extends to the complexities of mergers and acquisitions (M&A), investment strategies, wealth management, and the dynamics of family-controlled financial groups. This depth of expertise allows me to analyze and interpret information related to renowned financial entities such as Rothschild & Co.

Rothschild & Co stands out as one of the world's largest independent financial advisory groups. The organization's global and family-controlled structure positions it as a key player in providing M&A, strategy, and financing advice. Moreover, Rothschild & Co offers investment and wealth management solutions to a diverse client base, including large institutions, families, individuals, and governments worldwide.

The historical foundation of Rothschild & Co is rooted in the early 19th century when Mayer Amschel Rothschild's five sons established banking businesses in major European financial centers such as London, Paris, Frankfurt, Naples, and Vienna. Their collaboration and the creation of a secure courier network enabled them to exchange market information swiftly, making Rothschild the most informed and internationally effective banking group of the time.

Over the 200 years since Mayer Amschel Rothschild, the family has maintained a first-class reputation by focusing on client goals, forming long-term relationships, and developing innovative trading methods that add value. This commitment to excellence is now carried on by the current Executive Chairman, Alexandre de Rothschild, who is the great, great, great, great grandson of Mayer Amschel Rothschild.

The guiding principles of Rothschild & Co are encapsulated in the family motto 'Concordia, Integritas, Industria' (Harmony, Integrity, Industry). These values, which have stood the test of time, drive the business's approach and inform its distinct perspective, aiming to make a meaningful difference in the world of business and wealth.

Rothschild & Co's current business activities reflect a continuation of its entrepreneurial history, with a focus on bold perspectives. This includes expanding its Equity Advisory offering in Global Advisory and successfully developing its Merchant Banking business.

The company's distinct perspective is defined by three core attributes:

  1. Thoughtful: Characterized by a considered, strategic, and long-term approach.
  2. Principled: Rooted in responsibility, empathy, and commitment.
  3. Creative: Embracing innovation, collaboration, and an entrepreneurial spirit.

Rothschild & Co's services are delivered by a team of 3,500 financial service specialists across 40 countries, providing a unique global perspective. The organization's integrated global network, combined with in-depth market intelligence, positions it closer to current issues than other global financial institutions in core markets.

The three main services offered by Rothschild & Co are:

  1. Global Advisory: Providing impartial expert advice, designing and executing strategic M&A and financing solutions, and acting as a trusted long-term partner.
  2. Wealth & Asset Management: Offering a comprehensive range of wealth management services to wealthy families, entrepreneurs, foundations, and charities globally.
  3. Merchant Banking: Serving as the investment arm, covering corporate private equity, private equity secondaries, primary funds, co-investment programs, direct lending, and credit management.

In conclusion, Rothschild & Co's rich history, commitment to guiding principles, and innovative approach position it as a significant player in the global financial landscape, offering a unique and effective perspective to its clients.

Who we are: Rothschild & Co (2024)
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