NM Rothschild & Sons
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.
- Company typePublic
- Founded1838
- HeadquartersFrancescas, France
- Headcount1,001–5,000
- GTM typeB2B
- OfferingServices
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.
NM Rothschild & Sons firmographics
Firmographics- 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
NM Rothschild & Sons industry classification
Industry- 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
Where NM Rothschild & Sons is headquartered
LocationHeadquarters
- HQ city
- Francescas
- HQ country
- France
- HQ region
- Europe
Offices18 records
Markets served
NM Rothschild & Sons business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D
Revenue model
- 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.
- 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.
- Asset Management: Innovative, bespoke investment solutions designed around client needs. Five Arrows manages over €23 billion of assets as the alternative assets arm.
- Five Arrows (Alternative Assets): Corporate Private Equity, Multi Strategies, Direct Lending, and Credit Management. Manages institutional and private investor capital.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke financial services tailored to individual client requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
NM Rothschild & Sons product offering
Product offeringCore 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
Companies that use NM Rothschild & Sons
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
NM Rothschild & Sons technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NM Rothschild & Sons partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Business 4 South AfricacoreRothschild & 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 PartnersminorAlliance partner in New Zealand providing access to local market expertise and client relationships through referral arrangement
- Samsung Securities Co.minorPartnership arrangement in South Korea for local market access and distribution of advisory services
- RP AdviceminorReferral partner in Chile providing local advisory services to clients
- Entrea CapitalminorPartnership arrangement in Bulgaria for Central and Eastern Europe coverage
- Porta FinanceminorPartnership arrangement in Estonia for Baltic region coverage
- CORPINminorPartnership arrangement in Czech Republic for Central Europe coverage
Scale indicators12 records
Recent moves6 records
Expansion highlights5 records
NM Rothschild & Sons competitors and assessment
Company assessmentDirect 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
NM Rothschild & Sons social profiles
Digital presenceNM Rothschild & Sons financial estimates
Financial estimateRevenue estimate
Valuation estimate
NM Rothschild & Sons leadership team
Management profileNumber of profiles
Profiles27 records
NM Rothschild & Sons subsidiaries and ownership
Company hierarchySubsidiaries1 record
NM Rothschild & Sons funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NM Rothschild & Sons M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NM Rothschild & Sons
What does NM Rothschild & Sons do?
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.
Is NM Rothschild & Sons a public or private company?
NM Rothschild & Sons is a public company. It is classified as public and is currently operating.
When was NM Rothschild & Sons founded?
NM Rothschild & Sons was founded in 1838. It employs 1,001 to 5,000 people.
Where is NM Rothschild & Sons based?
NM Rothschild & Sons is headquartered in Francescas, France, in the Europe region.
How does NM Rothschild & Sons make money?
Four revenue lines are on record. Global Advisory is the primary driver. The others are wealth Management, asset Management and five Arrows (Alternative Assets).
Who are NM Rothschild & Sons's main competitors?
Direct peers on record are Lazard, Perella Weinberg Partners, Jefferies Financial Group, Centerview Partners, Evercore and Pictet Group. Broad incumbents are JPMorgan Chase, Goldman Sachs, Morgan Stanley and UBS Group.
Does NM Rothschild & Sons have an API?
No public API is recorded for NM Rothschild & Sons.
What industry is NM Rothschild & Sons in?
NM Rothschild & Sons's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52394 and its SIC code is 6211.