Global financial advisory firm providing M&A advisory, wealth management, and asset management services since 1838.
My wealth manager at Rothschild & Co has been invaluable. They took the time to understand my financial goals, risk tolerance, and life circumstances. The investment strategy they built is tailored to my needs, not a one-size-fits-all model. Regular reviews keep everything on track. Worth every penny of the management fee.
Pros: Truly personalized service, tailored strategies, regular reviews
Cons: Higher minimum investment required
The advice from Rothschild & Co is sound and well-researched. However, the total costs including management fees, fund charges, and platform fees add up to more than I expected. Performance has been decent but after fees, the net return isn't dramatically different from what I could achieve with low-cost funds.
Pros: Professional advice, well-researched recommendations
Cons: Total costs reduce net returns significantly
As an investor with a substantial portfolio, Rothschild & Co provides the level of service and sophistication I expect. Their access to alternative investments and private equity is a differentiator. The annual strategy day is valuable. Only dock one star because reporting could be more frequent.
Pros: Alternative investments access, strategy days, sophisticated
Cons: Could report more frequently
What I value about Rothschild & Co is their transparency. Every fee is clearly explained, investment recommendations come with thorough rationale, and there are no conflicts of interest from product-pushing. My returns have been steady and in line with expectations. A reliable choice for wealth management.
Pros: Transparent fees, no conflicts, steady returns
Cons: Conservative approach may not suit aggressive investors
Rothschild & Co helped me create a comprehensive plan when I received a significant inheritance. They guided me through tax implications, investment allocation, charitable giving, and estate planning. Two years later, my wealth has grown substantially and I have complete confidence in the strategy. Truly life-changing advice.
Pros: Comprehensive guidance, tax planning, confidence in strategy
Cons: Services not available for smaller amounts