ROTHSCHILD & CO WEALTH MANAGEMENT MONACO products, services and reviews

About ROTHSCHILD & CO WEALTH MANAGEMENT MONACO

Rothschild & Co Wealth Management Monaco is the Monegasque wealth management arm of Rothschild & Co, serving high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, holding companies, and family offices. The firm provides discretionary and advisory portfolio management, execution-only services, and access to an open-architecture platform that includes third-party funds alongside in-house strategies. Capabilities typically cover global equities, fixed income, multi-asset solutions, money markets, FX, structured products, and selected private market opportunities sourced through the wider Rothschild & Co group, subject to eligibility and product availability. Financing solutions such as Lombard lending secured against portfolios may be available, and the firm coordinates wealth planning topics (succession, domicile, governance) with internal specialists and external advisers, without offering tax advice. Accounts are booked in Monaco, with cross-border coordination possible with other Rothschild & Co booking centers where appropriate and legally permitted. The business operates under Monegasque law and supervision, applying standard KYC/AML onboarding, suitability assessments, best execution, and conflicts-of-interest policies, particularly where group products are involved. Reporting is provided through periodic statements and digital channels, with multi-currency custody and consolidated portfolio reporting. Fees generally include management or advisory charges, custody and transaction costs, and, where applicable, performance fees and lending margins; minimum relationship sizes are significant and disclosed during onboarding. The firm does not function as a retail bank, and everyday payment services are limited; product access depends on client residency and regulatory constraints, and certain offerings are not available to U.S. persons. Clients should review legal and risk disclosures, understand the applicable investor and deposit protection frameworks in Monaco, and assess how cross-border tax and regulatory considerations apply to their situation.