• As a family-controlled business 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.

  • Our guiding principles

  • Thoughtful

    Clients trust that our perspectives are rooted in depth of experience. But this doesn't stop our talented teams in 40 countries around the globe from objectively researching and tailoring every solution to serve our clients' needs. The advice we give and the solutions we develop are considered, strategic, and focused on the long-term.

    Principled

    We treat our clients' challenges with the same care and responsibility that we apply to our own business and money. We see integrity and empathy as the basis of long term trusted relationships and a progressive business. This is reflected in an extraordinary personal commitment to our clients' challenges and consistently high execution standards in everything we do.

    Creative

    200 years of legacy in entrepreneurship and the promotion of imaginative solutions for our clients means we have always been open to new ideas. Our depth of insight and track record gives us the confidence to embrace innovative new solutions for our clients to jointly solve their individual challenges every day.

  • People

    Leadership

    Perspectives over time

    Corporate social responsibility