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Our Private Banking and Trust business is distinctive, with a focus on providing independent advice, rather than selling products. Typically, private clients come to Rothschild for four main reasons:
- Strategic Planning. Providing objective guidance is at the heart of our business and we work with our clients to provide long-term asset allocations and risk frameworks.
- Investment Management. The goal of our investment managers is simple: to generate the strongest possible risk-adjusted returns for each of their clients, in the most cost-effective way.
- Trust and Fiduciary Services. Among professional advisers and consultants, our international trust and tax lawyers are highly regarded for their expertise in protecting, structuring and managing personal wealth.
- Banking Services. We offer a complete personalised banking service and a wide range of credit solutions, including asset-backed loans.
Investment services are not being offered in the United States or to U.S. persons.