Wealth managed in Switzerland. A relationship built in Israel.
Your portfolio is managed by our private bank in Switzerland. Your dedicated Client Adviser is in Israel.
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Rothschild & Co · Wealth Management · Israel
Your wealth deserves over two centuries of financial expertise.
Personal service in Israel. Wealth management through our private bank in Switzerland.
- Entrepreneurial families
- Private clients
- Foundations and institutions
- High-tech entrepreneurs
A conversation worth having
The Representative Office of Rothschild & Co in Israel is not supervised by the Supervisor of Banks at the Bank of Israel, but by the competent banking supervision authority in the overseas country.
Why Rothschild & Co
Opportunities across global markets
We invest across public and private markets, geographies and asset classes, drawing on a global presence in over 50 countries.
Independent advice. A long-term perspective.
As a family-run business in its 7th generation, we make decisions with independence and a long-term perspective, always acting in your best interests.
A Client Adviser focused on you
Your dedicated Client Adviser in Israel is your main point of contact, and takes the time to understand your story, your circumstances and your objectives.
Preserve and grow your wealth for generations to come.
€143bnAssets managed globally across Wealth and Asset Management
50+Countries in which Rothschild & Co operates
4,800Colleagues across the group
15,000Wealth Management client relationships
Figures as at 30 June 2026.
What can we do for you?
Portfolio management
Invest with ease by delegating your investment decisions to our experts, who build a discretionary portfolio around your goals.
Investment advisory
Benefit from ongoing investment advice while retaining full control over your investment decisions.
Wealth planning
Financial planning, wealth structuring and succession planning within a coherent long-term framework.
Private markets
Access a range of private equity and private debt investments through our alternative assets arm.
Banking and financing
Integrated private banking, from current and deposit accounts to Lombard lending and real estate financing.
A dedicated Client Adviser
A dedicated Client Adviser is your main point of contact, supported by a trusted network of specialists.
Rothschild & Co in Israel
Rothschild & Co has been serving clients in Israel through our Global Advisory presence since 2008. Alongside our corporate finance and strategic advisory activities, our Wealth Management business provides investment management and wealth planning solutions for entrepreneurs and private clients, enabling them to address both business and personal wealth matters through a single trusted firm.
Wealth management is not simply about choosing stocks or funds. It is about thinking holistically about the family, the transfer of wealth across generations, managing risk over time, and adapting as life changes.”
Ready to begin your journey with us?
Please complete the form to reach out to a Senior Client Adviser from our Israel office.
The Representative Office of Rothschild & Co in Israel is not supervised by the Supervisor of Banks at the Bank of Israel, but by the competent banking supervision authority in the overseas country.