Perspectives

As Spain's financial landscape becomes increasingly dynamic, so too do the opportunities and challenges in wealth management. In the latest edition of Perspectives, we speak with Hugo Martin, Head of Wealth Management for Spain, to discuss the strategic rationale behind Rothschild & Co's expansion into the Spanish market three years ago. We also explore the Rothschild family's longstanding history in Spain and examine the unique needs of the local market.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?

In the latest episode, host Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central banks, and the upcoming U.S. election. Finally, they discuss what these developments mean for our asset allocation. 

Recorded on September 27th 2024. 

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Wussten Sie, dass der Name „Rothschild“ vom roten Schild stammt, das einst vor dem Haus der Familie in der Judengasse in Frankfurt am Main hing? Hier legte Mayer Amschel Rothschild im späten 18. Jahrhundert den Grundstein für sein Geschäft.

In dieser Folge unseres Podcasts begrüssen wir Henrik Herr, Head von Wealth Management Deutschland. Er spricht darüber, wie unsere Wurzeln weiterhin die Werte von Rothschild & Co prägen, über die Bedeutung langfristiger Beziehungen und die Besonderheiten des deutschen Marktes, einem der grössten Vermögenszentren weltweit. Ausserdem gibt er spannende Einblicke in die Eröffnung unseres neuen Büros in Hamburg und erläutert die Schlüsselfaktoren hinter unserer Expansionsentscheidung.

Verpassen Sie nicht diese Ausgabe und erfahren Sie, wie sich unser deutsches Geschäft seit seinen bescheidenen Anfängen entwickelt hat!

Abkürzungen

GA - General Advisory
Dirk Wehmhöner - Head of Wealth Management Hamburg
Laurent Gagnebin - CEO, Rothschild & Co Bank AG
Gary Powell - Executive Chairman Wealth Management Rothschild & Co

Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century.

In this edition of our podcast, we welcome Henrik Herr, Head of Wealth Management Germany. Henrik discusses how this rich heritage continues to shape the bank’s values, the significance of long-term relationships, and the distinctive features of the German market, one of the world’s largest wealth hubs. He also sheds light on our recent Hamburg office opening and the key factors behind our decision to expand. 

Don’t miss this edition to learn how our German business has evolved from its local beginnings!

Glossary
GA - General Advisory
Dirk Wehmhöner - Head of Wealth Management Hamburg
Laurent Gagnebin - CEO, Rothschild & Co Bank AG
Gary Powell - Executive Chairman Wealth Management Rothschild & Co

This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery.

In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour make sense of these events and their implications for our strategies. 

They also discuss the unwinding of the Japanese yen and its ripple effects through global markets, and analyse what to anticipate from the major central banks in the coming months.

Recorded on August 14, 2024.

Explore our latest Market Perspective and other publications at https://www.rothschildandco.com/en/wealth-management/switzerland/insights/. 

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024. 

In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. Carlos Mejia the main macroeconomic developments and how our strategies have performed. They also explore the outlook for the remainder of 2024 and delve into two of this year's key topics: Artificial Intelligence and the Magnificent Seven.

Recorded on July 17, 2024. 

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As we enter Q3 2024, political developments continue to hold our attention. 

However, what concerns us as citizens does not always align with what affects us as investors: markets often operate impersonally. 

In the latest edition of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner delve into recent European elections and explore their repercussions on financial markets as well as other pivotal economic indicators currently in focus.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

In the intricate landscape of securities markets, identifying reliable short-term inflation hedges is no easy feat. However, certain assets demonstrate the potential to outpace inflation. Tune in to the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, where Laura Künlen and Global Investment Strategist Kevin Gardiner explore these asset classes, their recent performance, and the merits of active investing.

Recorded on June 5th, 2024.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

2024 marks the 25th anniversary of The Rothschild Archive Trust. 

In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the Rothschild family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world. 

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regarding interest rates has returned, and provide an assessment of the ongoing Q1 earnings cycle.

Recorded on May 1, 2024.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/