ROTHSCHILD & CO Company Rothschild & Co
Equities
ROTH
FR0000031684
Diversified Investment Services
Business description: Rothschild & Co
- financial advisory (62%): advisory services in mergers and acquisitions, strategy and financing (restructuring, private debt and capital markets);
- private banking and asset management (23.6%): EUR 101.6 billion in assets under management at the end of 2022;
- private equity and private debt fund management (13.7%): EUR 22.9 billion in assets under management;
- other (0.7%).
The geographical distribution of net banking revenues is as follows: France (25.9%), the United Kingdom and Channel Islands (28.7%), Luxembourg (9.4%), Switzerland (6.1%), Europe (13%), the United States (10.8%), Asia and Australia (3.1%) and other (3%).
Number of employees: 4,782
Sales by Activity: Rothschild & Co
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
Global Advisory | 1.27B | 1.16B | 1.15B | 1.92B | 1.84B |
Merchant Banking | 175M | 197M | 148M | 398M | 406M |
Wealth & Asset Management | 520M | 498M | 496M | 596M | 703M |
Other Business and Corporate Centre | 21.93M | 24.5M | 10.89M | 14.05M | 19.51M |
IFRS Reconciliation | -16.6M | -13.6M | -9.09M | - | -3.08M |
Geographical breakdown of sales: Rothschild & Co
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
United Kingdom | 572M | 569M | 506M | 849M | 824M |
France | 547M | 545M | 571M | 716M | 769M |
Rest of Europe | 251M | 209M | 201M | 328M | 386M |
North America | 248M | 201M | 273M | 417M | 322M |
Luxembourg | 108M | 113M | 41M | 304M | 278M |
Switzerland | 120M | 110M | 110M | 119M | 181M |
Asia-Pacific and Latin America | 81.1M | 83.2M | 65.2M | 135M | 129M |
Other | 28.7M | 25.1M | 17M | 38.6M | 53.4M |
Channel Islands | 23.9M | 19.7M | 15.1M | 18.9M | 28.6M |
Intercompany Elimination | -4M | -3.3M | -1.1M | -1.1M | -5.4M |
Managers: Rothschild & Co
| Director | Title | Age | Since |
|---|---|---|---|
| Chief Executive Officer | 44 | 2018-05-16 | |
Mark Crump
DFI | Director of Finance/CFO | - | - |
Elsa Fraysse
CMP | Compliance Officer | - | - |
| Compliance Officer | 62 | - | |
| Investor Relations Contact | - | - |
Members of the board: Rothschild & Co
| Manager | Title | Age | Since |
|---|---|---|---|
| Chairman | 81 | 2018-05-16 | |
| Chairman | 84 | 2012-06-07 | |
| Chairman | 72 | 2022-12-31 | |
Sylvain Héfès
CHM | Chairman | 71 | - |
| Director/Board Member | 61 | 2012-06-07 | |
Sipko Schat
BRD | Director/Board Member | 64 | 2012-06-07 |
Carole Piwnica
BRD | Director/Board Member | 66 | 2014-09-24 |
Adam Keswick
BRD | Director/Board Member | 51 | - |
Suet-Fern Lee
BRD | Director/Board Member | 66 | 2017-09-27 |
Peter Estlin
BRD | Director/Board Member | 63 | 2020-03-09 |
Company details: Rothschild & Co
Rothschild & Co. SCA
23 bis, avenue de Messine
75008, Paris
+33 1 40 74 40 74
http://www.rothschildandco.com
Group companies: Rothschild & Co
| Name | Category and Sector |
|---|---|
Rothschild Bank International Ltd.
 Rothschild Bank International Ltd. Major BanksFinance Rothschild Bank International Ltd. provides financial advisory services. It offers fixed deposits, current accounts, Visa cards, internet banking, and foreign exchange facilities. The company is headquartered in Guernsey, the United Kingdom. |
Major Banks
|
K'Développement SAS
 K'Développement SAS Investment ManagersFinance Part of Rothschild Concordia SAS, K'Développement SAS is a financial advisory services company based in Mandelieu-la-Napoule, France. The French company provides financial advisory services. |
Investment Managers
|
Rothschild & Co. Asset Management SCS
 Rothschild & Co. Asset Management SCS Investment ManagersFinance Rothschild & Co. Asset Management SCS (Rothschild & Co. AM) is the asset management subsidiary of Rothschild et CIE Banque SC, ultimately held by Rothschild & Co. SCA (EPA: ROTH) in France. Headquartered in Paris, Rothschild & Co. AM offers a range of asset management services which includes equities, fixed-income, convertible bonds and flexible diversified funds to institutional clients, external distributors and independent financial advisors. |
Investment Managers
|
Montaigne Rabelais
 Montaigne Rabelais Financial ConglomeratesFinance Montaigne Rabelais is an investment fund. The private company is based in Paris, France. The CEO of the French company is Cyril de Mont-Marin. |
Financial Conglomerates
|
Rothschild et CIE Banque SC
 Rothschild et CIE Banque SC Investment Banks/BrokersFinance Rothschild et CIE Banque SC provides investment banking, asset management, and wealth management services. The private company is based in Paris, France and has subsidiaries in the Americas and Europe regions. |
Investment Banks/Brokers
|
Diversified Investment Services
| Change | 5d. change | 1-year change | 3-years change | Capi. ($) | ||
|---|---|---|---|---|---|---|
| -1.24% | -0.13% | +35.12% | +15.39% | 54.77B | ||
| +0.02% | -0.73% | +52.39% | +51.81% | 14.96B | ||
| -1.09% | +6.11% | +25.50% | +35.78% | 8.18B | ||
| +0.17% | -1.10% | +14.49% | +31.65% | 7.89B | ||
| +1.37% | -0.53% | +7.44% | +58.12% | 6.45B | ||
| +1.61% | +1.49% | +45.95% | +23.84% | 5.11B | ||
| -2.41% | +3.85% | +71.43% | +76.09% | 2.71B | ||
| -4.62% | -2.69% | +78.97% | +21.39% | 2.54B | ||
| -3.26% | +27.14% | +66.36% | +24.19% | 2.28B | ||
| Average | -1.05% | +4.68% | +44.18% | +37.58% | 11.65B | |
| Weighted average by Cap. | -0.80% | +1.55% | +36.78% | +28.34% |
