What Rothschild & Co does

Rothschild & Co is a family-controlled, privately held global financial services group headquartered in Paris and operating across 50 countries with 4,800 professionals. The group is organized into four market-leading business divisions: Global Advisory (M&A and strategic advisory, debt advisory and restructuring, and global markets solutions including ECM advisory, private capital, and equity research via Rothschild & Co Redburn); Wealth Management (private banking, lending, discretionary portfolio management, and multigenerational wealth planning for entrepreneurs, families, and charities across Europe, the UK, Switzerland, and the US); Asset Management (bespoke open-architecture investment solutions, fixed income, and multi-asset strategies managing over €40 billion for institutional clients and distributors); and Five Arrows, the alternative assets arm (€33 billion AUM across corporate private equity in data/software, healthcare, and technology-enabled business services, multi-strategies including secondaries and primaries, direct lending, and credit management).

The firm makes money primarily through professional services fees in Global Advisory, recurring management fees on assets in Asset Management and Five Arrows, and a combination of management fees, net interest income, and transaction-based revenue in Wealth Management. Customer segments are deliberately diversified across high-net-worth individuals and families, corporate and institutional advisory clients, institutional asset owners, and private equity portfolio companies across Europe, North America, and select emerging markets. Rothschild & Co differentiates itself through seven generations of family control providing long-term orientation, a 200+ year track record, an extensive co-investment and operator network supporting proprietary deal flow, and a globally distributed operating footprint under extensive regulatory licensing (UK FCA, US SEC/Finra, HK SFC, Singapore MAS, India SEBI, Saudi CMA, and others).

Capital deployment momentum is a defining feature of recent activity: Five Arrows Debt Partners IV closed at €2.4 billion in September 2025, the sixth secondaries fund closed at €2 billion in April 2025, and new majority investments were completed in NetVendor and Totalmobile in November 2025 alongside a strategic review for Associated British Foods on Primark. The group also announced the acquisition of German private bank Marcard, Stein & Co in June 2026 to deepen its continental European wealth management franchise. There is no public listing; the firm remains entirely within the Rothschild family ownership structure (Rothschild & Co SCA, a French partnership), with no public revenue disclosure.

Name

Rothschild & Co

Legal name

Rothschild & Co SCA

Website

https://rothschildandco.com

Company type

Private

Founded year

1838

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Rothschild & Co is a family-controlled global financial services group operating across 50 countries through four divisions: Global Advisory, Wealth Management, Asset Management, and Five Arrows alternative assets, serving corporations, institutions, and high-net-worth families with M&A advisory, private banking, and investment management services.

Ownership category

akta.pro rank

Product category

Investment Banking and Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Offices of Bank Holding Companies (551111)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Cross-Border M&A Advisory (FSAEAGAH), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Cross-Border & International Wealth Services (FSABADAL), Large-Cap / Sponsor Finance Direct Lending (FSANADAJ), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Mergers and acquisitions advisory
• Wealth management services
• Asset management solutions
• Private equity investment
• Debt advisory and restructuring

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Global Advisory: M&A and strategic advisory, debt advisory and restructuring, global markets solutions including ECM advisory, private capital, investor advisory, and Rothschild & Co Redburn research services.
2. Wealth Management: Comprehensive wealth management services including investment management, banking and lending, advice and planning, discretionary portfolio management, structured products, and private markets access.
3. Asset Management: Innovative, bespoke investment solutions including open-architecture investment solutions, fixed income, and multi-asset strategies for institutional clients and distributors.
4. Alternative Assets (Five Arrows): Global alternative assets management including corporate private equity, secondary private equity, multi-managers funds, direct lending, and credit management. Manages €33 billion in assets under management across multiple fund strategies.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Rothschild & Co is a global financial services group operating through four market-leading divisions: Global Advisory (M&A, strategic, debt and restructuring advisory plus equity research via Redburn); Wealth Management (private banking, investment management, lending and planning for HNW individuals, families, entrepreneurs and charities across Europe and the US); Asset Management (bespoke institutional investment solutions with over €40 billion AUM); and Five Arrows alternative assets (€33 billion AUM across corporate private equity, multi-strategy secondaries/primaries/co-investments, direct lending and credit management). The firm combines 200+ years of heritage with operations across 50 countries supported by 4,800 professionals.

Product overview

Rothschild & Co operates as one of the world's largest independent financial services groups with four market-leading business divisions: Global Advisory (M&A, strategic advisory, debt advisory, global markets solutions), Wealth Management (private banking services across Europe, Americas, and Switzerland), Asset Management (bespoke investment solutions with €40+ billion in assets), and Five Arrows (alternative assets arm with €33 billion AUM). The Five Arrows division encompasses Corporate Private Equity (lower, middle, and upper mid-market investments in data/software, healthcare, and technology-enabled services), Multi-Strategies (secondaries, primaries, co-investments), Direct Lending (European mid-market debt financing), and Credit Management (sub-investment grade credit across Europe and North America). The firm also manages several dedicated fund vehicles including Five Arrows Debt Partners IV (€2.4 billion) and Five Arrows Secondaries Fund VI (€2 billion).

Differentiator

Problem solved

Functional benefit

Brands

• Five Arrows Multi Strategies (FAMS): Platform dedicated to seizing investment opportunities globally through careful manager and portfolio selection, including European direct secondaries, global multi-managers mandates and co-investments.
• Five Arrows Debt Partners
• Five Arrows Private Equity Programme
• Rothschild & Co Redburn
• Arrowpoint Advisory

Products and services

• Global Advisory Global Advisory provides M&A and strategic advisory, debt advisory and restructuring, and global markets solutions including ECM advisory, private capital, investor advisory, and Rothschild & Co Redburn equity research. It serves corporations and institutions globally.
• Wealth Management Wealth Management offers comprehensive private banking and wealth management services including investment management, banking, lending, advice and planning, discretionary portfolio management, structured products and private assets access for HNW individuals, families, entrepreneurs and charities across Europe, Switzerland, Monaco, the UK and the USA.
• Asset Management Asset Management delivers innovative, bespoke investment solutions designed around client needs, including open-architecture solutions, fixed income, and multi-asset strategies, for institutional clients and distributors across European markets. Manages over €40 billion in assets supported by 180+ professionals.
• Five Arrows (Alternative Assets) Five Arrows is the alternative assets arm of Rothschild & Co, managing €33 billion AUM across corporate private equity, multi-strategies (secondaries, primaries, co-investments, sustainable investments), direct lending, and credit management.
• Corporate Private Equity Corporate Private Equity provides private equity investment across lower mid-market (€30-100M tickets), mid-market (€100-300M tickets), and upper mid-market (€400M+ tickets), with sector focus on data and software, healthcare, and technology-enabled business services. Manages €13 billion across Europe and North America with 100+ investment professionals.
• Five Arrows Multi Strategies (FAMS) FAMS is the multi-strategy alternative assets platform within Five Arrows, with expertise in European direct secondaries, global multi-managers mandates, and co-investments, differentiated by its focus on the mid-market segment and sustainable investments.
• Direct Lending Direct Lending provides customized senior and subordinated debt financing solutions to privately-owned businesses across the European mid-market through the Five Arrows Debt Partners fund series.
• Credit Management Credit Management manages secured, sub-investment grade credit across a range of European and North American funds and investment mandates, including CLO vehicles such as the Five Arrows Contego series.
• Five Arrows Private Equity Programme (FAPEP) FAPEP is a multi-strategy private equity fund programme investing in well-established top-quartile fund managers and selecting high-quality companies through Late Primaries, Secondary Directs and Direct Co-investments.
• Five Arrows Debt Partners IV Five Arrows Debt Partners IV is a debt fund providing senior and junior debt financing to mid-market companies in Europe and North America.
• Five Arrows Secondaries Fund VI Five Arrows Secondaries Fund VI is a secondary private equity fund investing in European direct secondaries and global multi-managers mandates.

Named customers2 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators10 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Lazard: Lazard is the closest publicly traded peer to Rothschild & Co's Global Advisory and Asset Management businesses. Both firms compete in independent M&A advisory and traditional asset management, with comparable European wealth and advisory franchises and similar positioning against bulge bracket banks.
• PJT Partners: PJT Partners competes directly with Rothschild & Co in M&A advisory and restructuring, with a comparable focus on independent advice and senior-led execution. Both firms serve corporations, financial sponsors, and governments on strategic transactions.
• Moelis & Company: Moelis is a global independent investment bank with a strong M&A advisory franchise comparable to Rothschild & Co's Global Advisory. Both firms offer senior-led advisory across M&A, restructuring, and capital markets, competing on the same league tables.
• Evercore: Evercore is a leading independent M&A advisory boutique competing directly with Rothschild's Global Advisory division. Both firms focus on strategic advisory and restructuring, with comparable senior talent-led models and similar emphasis on conflict-free, senior-led engagement on large-cap and cross-border transactions.
• Centerview Partners: Centerview is a leading independent advisory firm with a similar boutique-led model to Rothschild's Global Advisory. Both firms compete for high-profile M&A and restructuring mandates, with comparable reliance on senior advisor relationships.
• Pictet Group: Pictet is a privately held Swiss wealth and asset manager with a comparable ownership structure (partner-owned) and similar European wealth management franchise. Both firms compete for Ultra-HNW clients and offer bespoke asset management solutions.

Broad incumbents

• UBS Group AG: UBS is the world's largest wealth manager and a broad incumbent in advisory and asset management. It competes with Rothschild across all four divisions but at vastly greater scale, particularly in global wealth management where Rothschild's private banking franchise is most directly comparable.
• Goldman Sachs: Goldman Sachs is a leading bulge bracket bank and asset manager with overlapping coverage of Rothschild's Global Advisory, Asset Management, and Wealth Management franchises. Both firms compete for cross-border M&A mandates and increasingly in Ultra-HNW wealth.
• JPMorgan: JPMorgan is a dominant bulge bracket bank competing with Rothschild & Co across Global Advisory, Asset Management, and Wealth Management. While vastly larger and more diversified, it competes for the same cross-border M&A mandates and Ultra-HNW clients.

Regional players

• Indosuez Wealth Management: Indosuez is the wealth management arm of Crédit Agricole, focused on European Ultra-HNW clients. It competes with Rothschild's Wealth Management business across France, Belgium, Switzerland, Luxembourg, Monaco, and other European markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rothschild & Co