Our services
Our wealth management and trust services span four main areas. Each is available on a stand-alone or an integrated basis. While some clients use Rothschild as their sole wealth manager, others appoint us for a particular area of expertise, such as cross-border wealth structuring or discretionary investment management.
Wealth structuring
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Expert guidance on efficient tax and succession planning
Investment management
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Active portfolio management and advice from experienced investment professionals
Banking
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Discreet banking services for private clients, including lending and custody
Trust
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Ongoing protection of assets through proactive monitoring and administration