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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 2023-06-08 M&A Activity
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
Rothschild & Co: Dépôt par Concordia de l’offre publique simplifiée sur Rothschild & Co
M&A Activity Classification · 99% confidence The document is a press release dated June 8, 2023, announcing the filing by Concordia with the AMF (Autorité des marchés financiers) of a simplified public tender offer (Offre Publique d'Achat Simplifiée) for Rothschild & Co shares. This document details the terms of a takeover bid, including pricing, regulatory review status (AMF examination), and implications for US shareholders. This clearly falls under the category of Merger & Acquisition (M&A) activity or takeover proposals. Reviewing the definitions: - 10-K/IR: Not an annual or interim financial report. - ER/MDA: Not an earnings release or management discussion. - CT: Not a call transcript. - The core subject is a takeover bid/tender offer. This aligns perfectly with the definition for M&A Activity (Code: TAR): 'Announcements and documents related to merger proposals or takeover bids.'
2023-06-08 French
Rothschild & Co: Filing by Concordia of the simplified tender offer for Rothschild & Co
M&A Activity Classification · 100% confidence The document is a press release dated June 8, 2023, announcing that Rothschild & Co has been informed that Concordia has filed a draft simplified tender offer for Rothschild & Co shares with the French stock market authority (AMF). This document explicitly discusses a takeover proposal, the offer price, regulatory clearance for the offer, and the subsequent steps involving the Supervisory Board and an independent expert's report. This content directly aligns with the definition of M&A Activity (Takeover/Merger proposal). The relevant code is TAR.
2023-06-08 English
Concordia : PRESS RELEASE DATED 8 JUNE 2023 FILING OF A DRAFT OFFER DOCUMENT RELATING TO THE SIMPLIFIED TENDER OFFER
M&A Activity Classification · 100% confidence The document is explicitly titled "PRESS RELEASE DATED 8 JUNE 2023 FILING OF A DRAFT OFFER DOCUMENT RELATING TO THE SIMPLIFIED TENDER OFFER". It details the terms, price, duration, and regulatory context (AMF review) of a tender offer for Rothschild & Co shares initiated by Rothschild & Co Concordia. This content directly relates to a takeover bid or merger proposal, which aligns with the definition of M&A Activity (TAR). Although it is a press release, the core subject matter is the tender offer itself, not just the announcement of a report's publication (RPA) or a general regulatory filing (RNS). The detailed financial terms and structure of the offer confirm it is a primary document related to a takeover/merger.
2023-06-08 English
Concordia: COMMUNIQUE DU 8 JUIN 2023 DEPOT D’UN PROJET D’OFFRE PUBLIQUE D’ACHAT SIMPLIFIÉE
M&A Activity Classification · 99% confidence The document is titled "COMMUNIQUE DU 8 JUIN 2023 DEPOT D'UN PROJET D'OFFRE PUBLIQUE D'ACHAT SIMPLIFIÉE VISANT LES ACTIONS DE LA SOCIÉTÉ" (Communiqué of June 8, 2023 Filing of a Draft Simplified Public Purchase Offer targeting the Company's shares). It explicitly mentions the initiation of a public takeover bid (Offre Publique d'Achat - OPA) by Rothschild & Co Concordia, details the offer price, duration, and references regulatory articles from the AMF (Autorité des marchés financiers). This content directly relates to a takeover proposal or merger activity. Therefore, the appropriate classification is M&A Activity (TAR).
2023-06-08 French
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Information on the total number of voting rights and shares' and provides a table detailing the 'Number of shares' and 'Total number of voting rights' as of a specific date (31/05/2023). It explicitly references French Commercial Code and AMF (Autorité des marchés financiers) regulations regarding voting rights. This content directly relates to the official disclosure of voting rights and share structure, which aligns best with the Declaration of Voting Results & Voting Rights Announcements (DVA) category, as it is a formal announcement regarding the current voting structure.
2023-06-01 English
Informations relatives au nombre total de droits de vote et d’actions
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'COMMUNIQUE DE PRESSE' (Press Release) and explicitly provides information regarding the 'nombre total de droits de vote et d'actions' (total number of voting rights and shares) as of a specific date (31/05/2023), referencing French commercial code and AMF regulations (Articles L.233-8 II du Code de commerce et 223-16 du Règlement général de l'Autorité des marchés financiers). This type of periodic disclosure, detailing the capital structure and voting power, is typically classified as a regulatory filing or a specific announcement related to share capital/voting rights. Since there is no specific category for 'Total Voting Rights Disclosure' other than the general 'Regulatory Filings' (RNS) or potentially 'Share Issue/Capital Change' (SHA), and given the nature of mandatory periodic disclosure of share capital structure, RNS is the most appropriate general regulatory fallback. However, looking closely at the definitions, this document is a direct disclosure of share count and voting rights, which is a specific type of regulatory update. Since 'SHA' relates to changes (issue/split) and this is a periodic count, and 'DVA' relates to voting results, the best fit among the provided options for a mandatory disclosure about the current share/voting structure, if not fitting elsewhere, is RNS. Given the context of mandatory regulatory reporting on share capital structure, RNS (Regulatory Filings) is the most suitable general classification.
2023-06-01 French

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