Inactive Instrument

Company Rothschild & Co

Equities

ROTH

FR0000031684

Diversified Investment Services

Business Summary

Rothschild & Co is the parent company of Rothschild Group which operates in Financial advisory, Wealth and Asset Management and Merchant Banking activities. Net banking revenues break down by activity as follows:

- 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: 4,883

Managers

Managers TitleAgeSince
Chief Executive Officer 43 18-04-26
Director of Finance/CFO - -
Chairman 72 92-12-31
Director/Board Member 71 04-12-31
Compliance Officer - -
Compliance Officer 62 -
Director/Board Member 80 71-12-31
Investor Relations Contact - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 80 71-12-31
Director/Board Member 73 -
Chairman 72 92-12-31
Director/Board Member 66 14-09-24
Director/Board Member 64 12-06-07
Director/Board Member 51 -
Director/Board Member 61 12-06-07
Director/Board Member - -
Director/Board Member - 21-12-13
Director/Board Member - 20-05-13

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 145,040 0 145,040 ( 100.00 %) 11.59 %
Stock B 1 77,102,666 8,953,172 ( 11.61 %) 3,533,785 ( 4.583 %)

Shareholders

NameEquities%Valuation
Allianz Global Investors GmbH (France)
2.182 %
1,686,692 2.182 % 69 M €
DNCA Finance SA
0.7520 %
581,270 0.7520 % 24 M €
Mundane Asset Management Ltd.
0.4442 %
343,317 0.4442 % 14 M €
Génération Vie SA
0.2625 %
202,857 0.2625 % 8 M €
Overseas Asset Management (Cayman) Ltd.
0.1294 %
100,000 0.1294 % 4 M €
HC Capital Advisors GmbH
0.0970 %
75,000 0.0970 % 3 M €
Discover Capital GmbH
0.0647 %
50,000 0.0647 % 2 M €
Skylar France SASU
0.0592 %
45,730 0.0592 % 2 M €
Tocqueville Finance SA
0.0543 %
42,000 0.0543 % 2 M €
Eurinvest Partners SA
0.0524 %
40,483 0.0524 % 2 M €

Company contact information

Rothschild & Co. SCA

23 bis, avenue de Messine

75008, Paris

+33 1 40 74 40 74

http://www.rothschildandco.com
address Rothschild & Co(ROTH)

Group companies

NameCategory and Sector
Investment Managers
Investment Trusts/Mutual Funds
Finance/Rental/Leasing
Rothschild & Co WM SICAV SIF - Mosaique Conservative EUR
Investment Trusts/Mutual Funds
Investment Managers
Investment Managers
Financial Conglomerates
Investment Managers
Investment Managers