Asset Management
Give meaning to your investments
We are a global, independent multi-specialist asset manager, delivering bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors.
Thanks to our complementary strategies and approaches in all geographical areas and each asset classes, we offer dedicated investment solutions in line with our clients’ needs.
We provide sustainable investment solutions
Our sustainable investment approach is based on two complementary principles: the integration of ESG criteria into financial analysis and an engagement policy that allows us to have an impact on the companies in our investment universe. We wish to encourage companies to adapt their practices and to participate in the orientation of financial flows towards players who integrate ESG challenges into their strategy and provide concrete solutions.
Our philosophy
We actively manage our portfolios with a goal to outperform the indices, whatever the market conditions, and with a controlled level of risk. Our investment strategy is based on three key principles that drive our investment decisions regarding allocation, sector and stock selection.
Our three core investment principles are Conviction, Fundamentals and Convexity.
M&A and Strategic Advisory
Consistently one of the world’s most active M&A advisers, with an exceptional track record across all roles and transaction types
Debt Advisory and Restructuring
Helping our clients obtain the best possible debt products, structure and terms and execute even the most complex restructuring plans
Equity Markets Solutions
Comprehensive advisory services across listed equity, private investment, shareholder engagement and investor intelligence
Sustainability: supporting clients through their transition
Considering environmental, social and governance related risks and opportunities for our clients is an integral part to our tailored advice.
We have a track-record in advising on sustainability-related financing as part of our Debt Advisory services. Our Investor Advisory services provide an expert perspective on ESG strategy and investor engagement, incl. ESG ratings. And our sector specialists are well-equipped to help clients navigate transition to the low carbon economy, benefitting from a market-leading track record in the renewables sector.
Geopolitical Advisory
Elevated geopolitical risk is a growing challenge for companies, sponsors and investors. For Boards it is increasingly impacting strategic decision making on capital allocation, managing global supply chains and engaging with investors.
Our Geopolitical Advisory team provides clients with insights and perspectives to navigate complex risks of an increasingly multi-polar world, a shifting political and regulatory landscape, a race for natural resources and the energy transition. Geopolitical Advisory is chaired by Lord Mark Sedwill, the former UK Cabinet Secretary and National Security Adviser, and brings together a network of Rothschild & Co experts, sector teams, Sovereign Advisory and Redburn Atlantic.
