A timeless investment

Wealth that grows with you
– and for generations to come

Our purpose is to grow your wealth meaningfully over time, through a diversified and resilient global portfolio.

Our performance

Total assets of approximately £4 billion.

10.3%
Annualised share price total return since inception
GBP
Share Price
2,580p
NAV per share, as at 31 August 2024
10.5%
Annualised NAV total return since inception

Purposefully designed. Expertly executed.

Our flexible investment mandate enables us to invest across different asset classes and geographies, with quality and risk tolerance as our only constraints.

Our permanent capital base gives us a time advantage: we make investment decisions based on our assessment of value, selling at the most opportune time.

Above all, our approach is long term. We aim to deliver compelling growth through market cycles, targeting a superior risk/reward to the wider equity market over time.

Meet our team

We work alongside our global network of specialist managers to stay alert to new ideas – and to diligence and add the best of these to our portfolio with speed and rigour.

Our network.
Your advantage.

Access the world’s best investment ideas. We are a partner of choice for even the hardest-to-access funds and opportunities.

As the world moves, we move with it. Always staying true to our core values

Entrepreneurial drive and independence of thought. These principles were instilled in the firm by our founder, Lord Jacob Rothschild, and continue to be part of our DNA. This is our heritage. It guides every decision we make.

Responsible investing is at the heart of our process