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Rothschild & Co — Investor Relations & Filings

Ticker · ROTH ISIN · FR0000031684 LEI · 549300ILF3L0BBIDPZ11 PA Financial and insurance activities
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Filings indexed 548 across all filing types
Latest filing 2021-04-27 Annual Report
Country FR France
Listing PA ROTH

About Rothschild & Co

https://www.rothschildandco.com/en/

Rothschild & Co is a global and independent financial services group with four market-leading business divisions: Global Advisory, Wealth Management, Asset Management, and Merchant Banking. The firm provides a broad range of services, including M&A and strategic advisory, financing advisory, and restructuring for corporations, financial institutions, and governments. Its Wealth and Asset Management divisions offer bespoke investment solutions and advisory services to institutional clients, families, entrepreneurs, and foundations. The Merchant Banking division is the investment arm of the group, managing a series of funds dedicated to private equity and private debt. With a history spanning over 200 years, the firm leverages its global network to offer a distinct, long-term perspective to its clients.

Recent filings

Filing Released Lang Actions
Final Results
Annual Report Classification · 95% confidence The document is titled 'Report of the Directors and Financial Statements' for the year ended 31 December 2020. It contains the Directors' report, the statement of directors' responsibilities, and the Independent Auditor's Report. Although it is a subsidiary entity, it constitutes the full annual financial reporting package for that entity, including audited financial statements. Therefore, it is classified as an Annual Report (10-K). FY 2020
2021-04-27 English
Final Results
Annual Report Classification · 100% confidence The document is titled 'Report of the Directors and Financial Statements' for the year ended 31 December 2020. It includes a Strategic Report, Directors' Report, Statement of Directors' responsibilities, and an Independent Auditor's Report. This constitutes a full annual financial report for the company. While it is distributed via RNS, it is the full report itself, not merely an announcement of the report's availability. Therefore, it is classified as an Annual Report (10-K). FY 2020
2021-04-27 English
Information regarding the organisation of the Combined General Meeting of shareholders to be held on 20 May 2021 and availability of General Meeting documents
AGM Information Classification · 98% confidence The document is titled "Information regarding the organisation of the Combined General Meeting of shareholders to be held on 20 May 2021 and availability of General Meeting documents." It details the logistics (held behind closed doors due to COVID-19), voting procedures (online, mail, proxy), and the availability of related documents for the upcoming General Meeting. This content directly relates to the preparation, announcement, and logistics surrounding the Annual General Meeting (AGM). While it discusses the availability of documents, the primary focus is the organization and rules for the meeting itself, making AGM-R the most appropriate classification over RPA (which is usually just an announcement that a report is available).
2021-04-26 English
Modalités de tenue de l’Assemblée générale mixte des actionnaires du 20 mai 2021 et mise à disposition des documents relatifs à l’Assemblée générale
AGM Information Classification · 100% confidence The document text is a formal announcement dated April 26, 2021, detailing the modalities for holding the Annual General Meeting (Assemblée générale mixte) on May 20, 2021. It specifically discusses holding the meeting 'à huis clos' (without physical attendance) due to COVID-19 restrictions, outlines voting procedures (internet, mail, proxy), and provides information on where related documents ('Document d'Assemblée générale', 'Avis de convocation') can be consulted. The core subject is the logistics and information dissemination related to the upcoming AGM. This directly corresponds to the definition of 'AGM Information' (AGM-R). It is not a full 10-K, an earnings release, or a proxy statement (PSI), but rather the specific communication regarding the meeting itself.
2021-04-26 French
The Rothschild family announces an agreement to acquire Rothschild & Co shares from Jardine Matheson Group
Major Shareholding Notification Classification · 99% confidence The document is a press release announcing a specific corporate transaction: the Rothschild family acquiring shares of Rothschild & Co from the Jardine Matheson Group. This involves a significant change in shareholding and ownership structure, contingent on regulatory approval (AMF derogation) and completion after dividend payment. This type of transaction, involving the acquisition or sale of a block of shares that may trigger takeover rules or significant ownership changes, falls under the scope of M&A Activity (TAR) or potentially Capital/Financing Update (CAP) or Major Shareholding Notification (MRQ). Since it explicitly details an agreement to acquire a block of shares from another major shareholder, it most closely aligns with M&A Activity (TAR), which covers merger proposals or takeover bids, as this is a significant ownership transfer. Given the options, TAR (M&A Activity) is the most appropriate fit for a major block share acquisition agreement between two entities, even if it's not a formal tender offer yet.
2021-04-23 English
La famille Rothschild annonce un accord pour l’acquisition d’actions Rothschild & Co auprès du Groupe Jardine Matheson
M&A Activity Classification · 99% confidence The document is a press release announcing a specific transaction: the Rothschild family holding company acquiring a block of shares from Jardine Matheson, contingent on regulatory approval and a waiver from the AMF (Autorité des Marchés Financiers) regarding a mandatory tender offer obligation. This clearly describes a significant change in share ownership structure and a corporate transaction involving the acquisition of shares. This aligns best with the 'M&A Activity' (TAR) or 'Major Shareholding Notification' (MRQ) categories. Since it involves an agreement to acquire a significant block of shares (1.76%) and mentions the potential need for a mandatory tender offer waiver, it strongly suggests a takeover or major ownership change event, fitting the 'M&A Activity' (TAR) definition, which covers merger proposals or takeover bids, even if it's an internal restructuring of ownership blocks. It is not a simple dividend announcement (DIV) or a general regulatory filing (RNS). Given the nature of acquiring a block of shares that triggers regulatory scrutiny regarding a mandatory offer, TAR is the most precise fit over MRQ (which is usually just reporting crossing a threshold).
2021-04-23 French

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