Our wealth management and trust services span four main areas. Each is available on a stand-alone or an integrated basis. While some clients use Rothschild as their sole wealth manager, others appoint us for a particular area of expertise, such as cross-border wealth structuring or discretionary investment management.
Expert guidance on efficient tax and succession planning
Active portfolio management and advice from experienced investment professionals
Discreet banking services for private clients, including lending and custody
Ongoing protection of assets through proactive monitoring and administration