NM Rothschild & Sons

What NM Rothschild & Sons does

Rothschild & Co is one of the world's largest independent financial services groups, operating across four divisions: Global Advisory (M&A, strategic advisory, debt advisory and restructuring, and global markets solutions); Wealth Management (comprehensive private banking, investment advisory, banking and lending for HNW individuals, families, entrepreneurs, and charities across Europe and the US); Asset Management (open-architecture multi-specialist investment solutions); and Five Arrows (alternative assets spanning corporate private equity, multi-strategies, direct lending, and credit management, with over €23 billion in assets under management). The firm serves large corporations, mid-market companies, private equity houses, governments, sovereign wealth funds, and ultra-high-net-worth families through a directly owned network of offices in 50 countries, supported by local referral partnerships in markets where wholly-owned presence is uneconomic.\n\nThe business model combines transaction-based revenue (M&A and financing advisory fees under Global Advisory) with recurring management fees and service charges across Wealth Management, Asset Management, and Five Arrows. Pricing is bespoke and engagement-based, with multi-year contracts typical for advisory mandates. The group employs approximately 4,800 financial services specialists, is listed on Euronext Paris (ticker: RCO), and remains controlled by the Rothschild family through seven generations of continuous ownership — the modern entity was formed in 2012 when Paris Orléans was restructured and rebranded as Rothschild & Co.\n\nDistribution is wholly direct: 55+ Global Advisory offices, 25 Wealth Management offices across Europe, and 6 Five Arrows offices, with regional referral partners extending coverage into New Zealand, South Korea, Chile, Bulgaria, the Baltics, and the Czech Republic. Technology is not publicly disclosed; the firm presents as a relationship-driven, traditional advisory franchise rather than a technology platform. The group's recent strategic emphasis is on expanding the Global Markets Solutions platform (including the Rothschild & Co Redburn research and sales/trading franchise), growing European wealth management via tuck-in acquisitions (e.g., the announced acquisition of Marcard, Stein & Co in Germany), and deepening its alternatives franchise through Five Arrows.

Name

NM Rothschild & Sons

Legal name

Rothschild & Co

Website

https://rothschildandco.com

Company type

Public

Founded year

1838

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Rothschild & Co is a Paris-headquartered, family-controlled global financial services group operating four divisions — Global Advisory (M&A and financing), Wealth Management, Asset Management, and Five Arrows (alternative assets) — serving large corporations, private equity firms, governments, sovereign wealth funds, and HNW families across 50 countries.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (52394), Management of Companies and Enterprises (55111)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

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

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), High-Net-Worth (HNW) Private Banking (FSABADAB), Independent Venture Debt Funds / Platforms (FSANAIAB)

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Wealth management services
• Asset management solutions
• Alternative asset investments

Headquarters

HQ city

Francescas

HQ country

France

HQ region

Europe

Offices18 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Global Advisory: M&A and strategic advisory services including debt advisory, restructuring, global markets solutions, and equity capital markets. Revenue generated through advisory fees and transaction-based compensation.
2. Wealth Management: Comprehensive wealth management services including investment management, banking, lending, and advisory services to HNW individuals, families, entrepreneurs, and charities. Revenue through management fees and service charges.
3. Asset Management: Innovative, bespoke investment solutions designed around client needs. Five Arrows manages over €23 billion of assets as the alternative assets arm.
4. Five Arrows (Alternative Assets): Corporate Private Equity, Multi Strategies, Direct Lending, and Credit Management. Manages institutional and private investor capital.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Rothschild & Co is an independent financial services group providing M&A and strategic advisory, debt advisory and restructuring, and global markets solutions through its Global Advisory division; comprehensive wealth management services (investment management, banking, lending) for HNW individuals, families and entrepreneurs through Wealth Management; open-architecture investment solutions through Asset Management; and alternative assets investments (corporate private equity, multi-strategies, direct lending, credit management) through Five Arrows.

Product overview

Rothschild & Co operates as a multi-divisional financial services group with four core business lines: Global Advisory (M&A, strategic advisory, debt restructuring, and global markets solutions including Rothschild & Co Redburn), Wealth Management (comprehensive private banking services across Europe and internationally), Asset Management (open-architecture investment solutions), and Five Arrows (alternative assets including corporate private equity, multi-strategies, and direct lending with over €23 billion in assets under management). The firm also operates Arrowpoint Advisory as a transaction-focused sub-brand. Together these divisions serve large corporations, mid-market companies, private equity firms, family offices, entrepreneurs, governments, and sovereign wealth funds across 50 countries.

Differentiator

Problem solved

Functional benefit

Brands

• Five Arrows: The alternative assets arm of Rothschild & Co, deploying the firm's capital alongside that of leading institutional and private investors. Manages Corporate Private Equity, Multi Strategies, Direct Lending, and Credit Management.
• Global Advisory
• Rothschild & Co Redburn

Products and services

• Global Advisory
• Wealth Management
• Asset Management
• Five Arrows (Alternative Assets)

Quantifiable outcome

• 310 M&A deals since 2010 in Nordic region alone
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Business 4 South AfricacoreStrategic or Co-development Partner · 1 January 2019Rothschild & Co played a central role through Business 4 South Africa in the country's COVID-19 pandemic response and economic recovery plan development. This represents a significant government-civil society partnership.
• Cameron PartnersminorChannel Partner/ Reseller/ DistributorAlliance partner in New Zealand providing access to local market expertise and client relationships through referral arrangement
• Samsung Securities Co.minorChannel Partner/ Reseller/ DistributorPartnership arrangement in South Korea for local market access and distribution of advisory services
• RP AdviceminorChannel Partner/ Reseller/ DistributorReferral partner in Chile providing local advisory services to clients
• Entrea CapitalminorChannel Partner/ Reseller/ DistributorPartnership arrangement in Bulgaria for Central and Eastern Europe coverage
• Porta FinanceminorChannel Partner/ Reseller/ DistributorPartnership arrangement in Estonia for Baltic region coverage
• CORPINminorChannel Partner/ Reseller/ DistributorPartnership arrangement in Czech Republic for Central Europe coverage

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Lazard: Lazard is a publicly-traded independent financial advisory and asset management firm with a comparable M&A advisory and wealth/asset management structure, making it the closest publicly listed peer to Rothschild & Co's Global Advisory model.
• Perella Weinberg Partners: Perella Weinberg Partners is an independent advisory firm offering M&A, restructuring, and capital markets advisory, competing directly with Rothschild in the independent advisory segment.
• Jefferies Financial Group: Jefferies is a global investment banking and capital markets firm with a strong mid-market M&A advisory and equity research franchise, competing with Rothschild in independent advisory and equity capital markets.
• Centerview Partners: Centerview Partners is a leading independent advisory boutique that has emerged as a top competitor for large-cap M&A mandates with a senior-only model similar to Rothschild's high-touch advisory approach.
• Evercore: Evercore is an independent investment banking advisory firm competing directly in large-cap M&A advisory, with a similar conflict-free positioning and senior-led coverage model that mirrors Rothschild's Global Advisory franchise.
• Pictet Group: Pictet is a Swiss private banking and asset management group with a comparable European wealth management franchise and independent, family-controlled ownership structure similar to Rothschild.

Broad incumbents

• JPMorgan Chase: JPMorgan is the world's largest bulge bracket bank with extensive M&A advisory, asset management, and private banking operations that overlap with all four of Rothschild's divisions at significantly greater scale.
• Goldman Sachs: Goldman Sachs is a leading global bulge bracket bank with dominant M&A advisory, asset and wealth management divisions, competing with Rothschild across Global Advisory, Wealth Management, and Asset Management lines.
• Morgan Stanley: Morgan Stanley is a global bulge bracket bank with significant M&A advisory, wealth management, and asset management operations that overlap with Rothschild's full-service offering, though it operates at materially larger scale.
• UBS Group: UBS is a global wealth management and investment banking group with extensive European wealth management presence that overlaps with Rothschild's Wealth Management and Global Advisory operations.

Market position

Strengths4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rothschildandco
• Instagraminstagram.com/rothschildandco

Revenue estimate

Valuation estimate

Number of profiles

Profiles27 records

Subsidiaries1 record

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 NM Rothschild & Sons