Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article by Rothschild & Co’s wealth management business in the UK we examine the pros and cons of setting up a trust, and potential pitfalls to avoid. Read here: https://lnkd.in/eDqTN4ZD #WealthManagement #Families #Investing
Rothschild & Co
Financial Services
Paris, France 415,048 followers
We offer a distinct perspective that makes a meaningful difference to our clients' business and wealth.
About us
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 4,200 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com
- Website
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https://www.rothschildandco.com
External link for Rothschild & Co
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Paris, France
- Type
- Privately Held
- Founded
- 1798
- Specialties
- Global Advisory, Private Wealth, Merchant Banking, Asset Management, M&A advisory, Debt Advisory & Restructuring, Equity Advisory, Private Equity, Wealth Planning, Investment Management, Private Debt, Wealth Structuring, and Wealth Management
Locations
Employees at Rothschild & Co
Updates
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Rothschild & Co is pleased to partner with Dubai Financial Market as gold sponsor for their flagship Capital Market Summit. The Capital Market Summit Series is a highly targeted and unique platform designed for professionals from throughout Dubai’s IPO ecosystem. We are committed to driving the investment landscape forward in this thriving region, and are delighted to be sponsoring the Capital Market Summit. #GlobalAdvisory #CapitalMarketSummit #DFM #IPO
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In the 2024 spring edition of Insights, we delve into the buzzing factors currently shaping the global economy. Immerse yourself in the intricate world of thematic investing and uncover timeless wisdom from centuries of history at the Rothschild Archive, where strategies have stood the test of time. We also feature invaluable insights into pension planning, ensuring your financial future is secure. Get a sneak peek of Wealth Management Switzerland's insightful perspectives here: https://lnkd.in/ditujrKv, also available in German https://lnkd.in/dZucveWV and in French https://lnkd.in/dceesKnH.
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Five Arrows announces reset of European CLO, Contego X. Five Arrows, Rothschild & Co’s alternative assets arm, is pleased to announce the successful pricing of the reset of Contego X following the end of its non-call period. Read more https://bit.ly/3WgqX6r
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Rothschild & Co’s UK Wealth Management business is delighted to be part of the Boardwave community, alongside our colleagues in Rothschild & Co’s Global Advisory business and Five Arrows.
We're excited to welcome Rothschild & Co’s wealth management business as the newest partner to join the Boardwave community! Much like Boardwave, Rothschild & Co recognises that the entrepreneurial journey is filled with pivotal moments where decisive action can significantly impact both business and personal outcomes. They emphasise the importance of being prepared and partnering with the right experts to navigate challenging times. This commitment to knowledge sharing perfectly aligns with the ethos of the Boardwave community, underscoring our mission to foster unity within the industry. Together, we're poised to support entrepreneurs and businesses in seizing opportunities and overcoming obstacles. Welcome aboard! #Boardwave #Makingwaves
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This week, Wealth Management Switzerland had the pleasure of connecting with over 70 students of the prestigious EHL Hospitality Business School in Lausanne. Our team, including esteemed alumni, introduced our business and had the opportunity to discuss and forge meaningful connections with the next generation of talent. As we reflect on this enriching evening, we are looking forward to the prospect of future collaborations as an active partner of the EHL Alliance. If you're curious to discover first-hand what it's like to be part of the Rothschild & Co team, we invite you to explore our open positions at https://lnkd.in/epAx6P8n #Talent #EHLAlliance
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‘It is not the strongest of the species that survives… it is the one most adaptable to change.’ This famous quote is often attributed to naturalist Charles Darwin and remains true today. We live in disruptive times. Disruption is nothing new, but the speed with which change occurs in today's world can catch businesses and investors off guard if they're unprepared. In this article by Rothschild & Co’s wealth management business in the UK, we explain how we sustainability is fundamentally a long-term investment issue for us, and how our long-term thinking and active ownership help us encourage positive change. Read here: https://lnkd.in/eMRkg8KX #Investing #Sustainability #WealthManagement
Understanding sustainability risks and opportunities | Rothschild & Co
rothschildandco.com
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It has been hard to avoid the political chatter dominating conversations on both sides of the Atlantic recently. But did you know that 2024 has been dubbed ‘the biggest election year in history’? More than two billion people worldwide are expected to vote in key national elections this year. In the latest Quarterly Letter from Rothschild & Co's wealth management business in the UK, we explain how we try and cut through the political noise when making investment decisions. Read here: https://lnkd.in/eEpQ8XC9 #Investing #WealthManagement #Economics
Navigating political noise | Rothschild & Co
rothschildandco.com
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Investors face a multitude of concerns, including geopolitical tensions and shifting expectations of interest rate cuts. In this edition of Market Perspective from Wealth Management Switzerland, our Investment Strategists Kevin Gardiner, Victor Balfour, and Anthony Abrahamian discuss 'higher for longer' monetary policy, update the inflation roadmap and assess the importance of mounting US government debt. Read our publication here: https://lnkd.in/eRh-sVXp #WealthManagement #MarketPerspective
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Rothschild & Co is pleased to participate in the upcoming International Capital Markets Leaders' Summit, which is being held as part of City Week 2024. Claire Suddens-Spiers, Co-Head of Equity Markets Solutions will speak on a panel where they will discuss the most important regulatory issues for issuers and investors. Find out how Rothschild & Co’s Global Advisory business can support your company https://bit.ly/3QxLxMt #GlobalAdvisory #CapitalMarkets #CityWeek2024
We are delighted to share that Claire Suddens-Spiers, Co-Head of Equity Markets Solutions, Rothschild & Co will be speaking at our International Capital Markets Leaders' Summit, which is being held as part of City Week 2024. This will take place at The Guildhall in London on the 20th May 2024. Claire will feature on a panel discussion about what the most important regulatory issues for issuers and investors are. Impact of the FCA’s reform of the listing rules, including the prospectus regime. Reform of MiFID and MiFIR. Shortening the settlement cycle. Market integrity and greenwashing risks in sustainable finance. Green bonds – where next? You can find out more about the agenda for the day at: https://lnkd.in/e_7hHDFm ✨ Our sponsors: Watershed, CMS, Coinbase Institutional, Abu Dhabi Global Market (ADGM), Euroclear, GFO-X, Ownera, Copper.co, Latham & Watkins, LSEG (London Stock Exchange Group), Qatar Financial Centre (QFC) Authority, Ripple Metaco and Custodiex ✨ #CityWeek2024 #CapitalMarkets #MarketIntegrity