What Rothschild & Co. does

Rothschild & Co is an independent global financial services group, headquartered in Paris and listed on Euronext Paris (epa:ROTH), operating through four core divisions: Global Advisory (M&A, strategic advisory, debt advisory and restructuring, sovereign advisory, and Global Markets Solutions including the Rothschild & Co Redburn equity research platform), Wealth Management (cross-border private banking for high-net-worth individuals, families, entrepreneurs, and charities across nine European jurisdictions plus the US), Asset Management (bespoke investment solutions for institutional and intermediary clients managing over €40 billion), and Five Arrows (alternative assets including corporate private equity, multi-strategies, direct lending, and credit management). The firm is controlled by the Rothschild family through the Concordia concert party and led by Executive Chairman Alexandre de Rothschild.

The firm employs approximately 4,800 financial services specialists distributed across offices in 50 countries, delivering services through direct senior-advisor engagement rather than mass-market distribution. In 2025, Rothschild led Western European M&A advisory league tables with 362 announced deals totaling $160 billion in transaction value, and was recognized by Global Finance Magazine as one of the World's Best Investment Banks 2026. The business model combines episodic transaction fees from advisory mandates with recurring revenues from €40 billion+ Asset Management AUM, multi-jurisdictional Wealth Management mandates, and principal investments through Five Arrows. Geographic presence spans Western Europe (France, UK, Germany, Switzerland, Italy, Benelux, Spain, Monaco), North America, Asia-Pacific (Hong Kong, Singapore, Australia, Japan, India), the Middle East (UAE, Qatar, Saudi Arabia, Israel), Africa, and Latin America.

Rothschild & Co is actively investing to deepen its European wealth footprint, including the agreed 2026 acquisition of Hamburg-based private bank Marcard, Stein & Co from M.M. Warburg & CO to secure a German full-banking license, and is broadening its institutional equities and sovereign advisory franchises through senior hires (Lucy Baldwin as Global Head of Equities, Matt Hall as Head of UK Investor Advisory). No technology platform, AI/ML product, or proprietary software stack was disclosed in the available data — the firm's competitive position is grounded in people, brand, and regulated licenses rather than technology differentiation.

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 an independent global financial services group headquartered in Paris, offering M&A advisory, sovereign advisory, wealth management, asset management, and alternative assets to corporations, governments, and high-net-worth families across 50 countries.

Ownership category

akta.pro rank

Product category

Investment Banking and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Offices of Bank Holding Companies (551111), Mortgage and Nonmortgage Loan Brokers (52231), Offices of Other Holding Companies (551112)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)

akta.pro primary industry

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

akta.pro secondary industries

High-Net-Worth (HNW) Private Banking (FSABADAB), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit) (FSAAABAG), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Investment banking advisory
• Mergers and acquisitions
• Wealth management services
• Asset management solutions
• Alternative assets investing

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices13 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Global Advisory: M&A advisory, strategic advisory, debt advisory and restructuring, global markets solutions, ECM advisory, and sovereign advisory services. This includes advising on major transactions such as Shell's offshore wind divestment, Coca-Cola's India bottling IPO, Credit Agricole's Banco BPM stake discussions, and Lhoist's €10B buyout.
2. Wealth Management: Comprehensive wealth management services across Europe including Belgium, France, Germany, Italy, Luxembourg, Monaco, Spain, Switzerland, UK and Channel Islands, and USA. Services include investment management, banking and lending, advice and planning for entrepreneurs, families, and charities.
3. Asset Management: Independent asset management providing bespoke investment solutions to institutional clients, financial intermediaries and wealth managers. Managing over €40 billion with more than 180 collaborators across Europe.
4. Five Arrows (Alternative Assets): Alternative assets division including corporate private equity, multi-strategies (secondaries, single assets, multi-managers mandates), direct lending, and credit management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Rothschild & Co is an independent global financial services group operating four divisions: Global Advisory (M&A, strategic, debt advisory, restructuring, and sovereign advisory), Wealth Management (private banking, investment management, and lending for HNW individuals, entrepreneurs, families, and charities), Asset Management (bespoke investment solutions for institutional clients and intermediaries), and Five Arrows (alternative assets including corporate private equity, multi-strategies, direct lending, and credit management). The firm serves corporations, governments, institutions, and ultra-high-net-worth clients across 50 countries.

Product overview

Rothschild & Co operates as a unified financial services platform offering four interconnected business divisions. Global Advisory provides M&A, strategic advisory, debt advisory, restructuring, and sovereign advisory services through its Global Markets Solutions platform including Rothschild & Co Redburn research. Wealth Management delivers comprehensive private banking services including investment advisory, discretionary portfolio management, structured products, and private assets across Belgium, France, Germany, Italy, Luxembourg, Monaco, Spain, Switzerland, and the UK. Asset Management provides bespoke investment solutions to institutional clients and intermediaries. Five Arrows, the alternative assets division, offers Corporate Private Equity, Multi Strategies, Direct Lending, and Credit Management investment products.

Differentiator

Problem solved

Functional benefit

Brands

• Five Arrows: The alternative assets arm of Rothschild & Co, deploying capital alongside institutional and private investors across corporate private equity, multi-strategies, direct lending, and credit management.
• Rothschild & Co Redburn
• Arrowpoint Advisory

Products and services

• Global Advisory Impartial M&A, strategic, and financing advisory services to corporations, governments, and institutions worldwide; includes M&A and Strategic Advisory, Debt Advisory and Restructuring, Global Markets Solutions (ECM Advisory, Private Capital, Investor Advisory), and Sovereign Advisory.
• Wealth Management Comprehensive private wealth management services for entrepreneurs, families, charities, and professionals across Belgium, France, Germany, Italy, Luxembourg, Monaco, Spain, Switzerland, UK, Channel Islands, and USA; includes investment advisory, discretionary portfolio management, structured products, private assets, banking and lending, and wealth planning.
• Asset Management Independent investment management providing bespoke investment solutions to institutional clients, financial intermediaries, and wealth managers across Europe; manages over 40 billion euros with 180+ collaborators.
• Five Arrows (Alternative Assets) Alternative assets arm deploying capital alongside institutional and private investors across Corporate Private Equity, Multi Strategies (secondaries, single assets, multi-managers mandates, sustainable investments), Direct Lending, and Credit Management.

Quantifiable outcome

• 362 M&A advisory deals worth $160 billion completed in Western Europe in 2025
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Marcard, Stein & CostrategicStrategic or Co-development Partner · 15 June 2026Rothschild & Co agreed to purchase 100% of Hamburg private bank Marcard, Stein & Co from M.M. Warburg & CO, providing a German banking license and enabling full-service banking platform development in Germany.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Lazard: Closest pure-play comparable — independent, family-influenced financial advisory and asset management firm with a similar Global Advisory, Wealth Management and Asset Management structure. Lazard directly competes on M&A advisory league tables and serves overlapping European and US corporates, sovereigns and HNW clients.
• Jefferies Financial Group: Independent investment bank with a strong mid-market M&A franchise and growing European presence. Jefferies competes head-to-head on advisory mandates with similar client profiles to Rothschild's mid-cap corporate base.
• Evercore: Pure-play independent advisory firm focused on M&A and restructuring for large-cap corporates, sovereigns and financial sponsors. Evercore is a direct competitor on European and cross-border M&A league tables.
• PJT Partners: Independent advisory firm specializing in M&A, restructuring and strategic advisory. PJT co-advised Rothschild on Shell's wind divestment and competes directly on the same mandates.
• Moelis & Company: Boutique global advisory firm founded by Ken Moelis with strong M&A and restructuring franchises. Comparable mid-cap deal flow and similar relationship-driven senior banker model.
• Houlihan Lokey: Global independent advisory firm with leading M&A, capital markets and restructuring practices. Overlaps with Rothschild on European mid-market and restructuring mandates.
• Centerview Partners: Independent advisory boutique focused on large-cap M&A, restructuring and shareholder advisory. Competes directly with Rothschild's Global Advisory on marquee cross-border transactions.

Broad incumbents

• BNP Paribas Corporate & Institutional Banking: Universal European bank with global M&A advisory, capital markets and wealth management capabilities. Co-advisor on deals like Lhoist, BNP is a broad incumbent that overlaps on most of Rothschild's franchises but is much larger.
• UBS Wealth Management: Global wealth manager with significant HNW/UHNW book and European private banking presence. Broader and more diversified than Rothschild Wealth Management, but a direct competitor for the same HNW European client base.
• Pictet Group: Swiss private bank and asset manager with strong European wealth management franchise and significant AUM. Comparable to Rothschild on European HNW wealth and asset management offerings, but with a different ownership structure (partner-owned).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks1 record

Key highlights7 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries22 records

Funding overview

Funding rounds

Investors

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

M&A6 records

Investments36 records

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

Frequently asked questions about Rothschild & Co.