Art In Investment

Shaping wealth for

generations
Shaping wealth for generations involves a unique approach and way of
thinking.
The Art of Investment always begin with an investment of time, as we
seek to gain a complete understanding of each client's needs and
objectives.
To shape wealth effectively requires great confidence and experience.
We draw on our heritage to take a long-term perspective on financial
trajectories across many generations.
Crucially, it demands commitment - to provide exceptional service, to
build productive relationships, and to undertake intelligent involvement
over a long period of time.All of these factors contribute to the process
of successfully shaping wealth.

Four guiding principles define the way we work:

Objective advice >We offer objective advice based on unbiased
analysis. We are free to put forward the most appropriate solutions.
As an objective business, we are free to look at options from our clients
perspective. Our recommendations are based on our unbiased analysis
of opportunities, risks, and of each clients individual circumstances.
Because we have no products of our own to promote, we are free to put
forward the most appropriate solutions.
Unlike many of our peers, we are free to work with our clients existing
advisers and investment managers. As a consequence, we can provide
guidance and recommendations on wealth structuring and investment
strategy regardless of where the assets are managed
Personal commitment >Our emphasis is on care and attention to
detail. To each of our clients we are personally committed to providing
an exceptional service. The real value of Rothschild lies in our personal
service. Unlike most banks, our hierarchy has few levels, so our clients
receive individual time and attention from senior specialists and experts

across a range of fields.

Our emphasis is always on care and attention to detail. We seek to
build relationships that last for generations.
Family values >Our international family ownership ensures a long-term
perspective. We emphasize discretion, integrity and continuity. The
Rothschild family motto declares harmony, integrity and industry'. Over
centuries weve remained true to these ideals, even as the nature of our
business has changed.
As a family business, we understand the sensitivities that surround
family governance and succession planning.
We know the key issues that need to be addressed and work closely
and carefully alongside our clients to plan for their future generations.
Intellectual rigour >We have an intellectually rigorous approach to our
clients affairs. Our experienced teams provide expert advice on
structuring and managing wealth.
These principles shape everything we do. Each is integral to our ethos
and at the heart of our commitment to each of our clients. Each of our
clients has access to the unique knowledge and experience of the entire
Rothschild group. This includes senior investment bankers, international
trust lawyers and some of the worlds most sought-after investment
specialists.
Meticulous attention to detail and intellectual prowess is a Rothschild
hallmark. We never cut corners or serve prefabricated solutions.

Wealth Structuring

Our approach
To develop an effective financial strategy for wealth structuring, we
invest time with each of our clients and their advisers.
Unlike many trust companies, the structures we create can protect both
financial and non-financial assets, from businesses and foundations to
yachts, art and property.

Over time, we proactively monitor developments in international

planning, tax and other legislation. This helps to ensure that our clients
wealth structures remain relevant, robust and effective.

Our services
We offer a comprehensive range of wealth structuring services,
including guidance and recommendations on the latest techniques and
opportunities. We can also help with broader issues surrounding family
governance and planning for future generations.
When structuring our clients assets, we use a wide range of vehicles
including trusts, foundations, insurance and corporate vehicles and
specialise in advising international families whose affairs span a range
of domiciles and jurisdictions.
Through our philanthropy service, we also provide our clients with
advice on the most effective ways to give money to charitable causes,
helping them navigate the wide range of available options. Specifically,
we provide independent guidance on legal and accounting vehicles as
well as on setting up a broad framework for charitable giving.
INVESTMENT MANGMENT
We offer a range of investment services covering both traditional and
alternative asset classes, from equities, bonds and cash to
commodities, hedge funds and commercial property.
We focus on constructing diversified asset allocations for our clients.
Their portfolios typically include a blend of direct holdings, active and
passive funds, structured products and derivatives.

Our services
We offer a comprehensive range of investment management services.
Select one of the links below for more information:
Asset allocation >Manager selection and monitoring >
Discretionary >Advisory >