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Rothschild & Co — Investor Relations & Filings

Ticker · ROTH ISIN · FR0000031684 LEI · 549300ILF3L0BBIDPZ11 PA Financial and insurance activities
Filings indexed 548 across all filing types
Latest filing 2023-05-04 AGM Information
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
Mise à disposition des documents préparatoires à l’Assemblée générale mixte du 25 mai 2023
AGM Information Classification · 98% confidence The document is a 'COMMUNIQUE DE PRESSE' (Press Release) dated May 4, 2023, titled 'Mise à disposition des documents préparatoires à l'Assemblée générale mixte du 25 mai 2023' (Making available of preparatory documents for the Combined General Meeting of May 25, 2023). It explicitly states that the preparatory documents for the AGM, including the agenda and draft resolutions, are available for consultation on the company website. This document is an announcement about the availability of AGM materials, not the AGM materials themselves or the voting results. Therefore, it fits the definition of AGM Information (AGM-R) as it pertains directly to the upcoming Annual General Meeting and the associated documentation release.
2023-05-04 French
Availability of the preparatory documents for the Combined General Meeting of 25 May 2023
AGM Information Classification · 98% confidence The document is a press release dated May 4, 2023, announcing the availability of preparatory documents for the upcoming Combined General Meeting (AGM) scheduled for May 25, 2023. It explicitly mentions the 'General Meeting Document' and refers to the 'Annual Report 2022' as being available, but the primary purpose of this short release is to inform stakeholders about where to find the materials for the AGM. Since it is an announcement regarding the materials for the AGM, it aligns best with the 'AGM Information' category (AGM-R), which covers presentations and materials shared during the AGM. Although it announces the meeting, the focus is on the preparatory documents being made available, which is a key component of AGM disclosure.
2023-05-04 English
Annual Financial Report
Annual Report Classification · 100% confidence The document is titled 'Report of the Directors and Financial Statements' for the year ended 31 December 2022. It contains 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 an RNS (Regulatory News Service) header, the content itself is the full annual report, not merely an announcement of one. Therefore, it is classified as a 10-K (Annual Report). FY 2022
2023-04-28 English
Annual Financial Report
Annual Report Classification · 95% confidence The document is a comprehensive 'Report of the Directors and Financial Statements' for the year ended 31 December 2022. It includes a Strategic Report, Report of the Directors, Statement of Directors' responsibilities, and an Independent Auditor's Report. While it is an annual financial document, it is specifically for a subsidiary entity ('Rothschild & Co Continuation Finance CI Limited') and functions as the full annual report for that entity. Given the definitions provided, this fits the 'Annual Report' (10-K) category as it covers company activity and full financial performance for the fiscal year. FY 2022
2023-04-27 English
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a short press release dated April 6, 2023, titled 'Information on the total number of voting rights and shares'. It explicitly provides a table detailing the 'Number of shares' and the 'Total number of voting rights' (theoretical and exercisable) as of March 31, 2023. This content directly relates to the official disclosure of voting rights and share capital structure, which aligns perfectly with the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA). It is not a full report (10-K, IR), an earnings release (ER), or a management discussion (MDA).
2023-04-06 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 a 'COMMUNIQUE DE PRESSE' (Press Release) dated April 6, 2023, providing information regarding the total number of voting rights and shares as of March 31, 2023. It explicitly cites French commercial code and AMF (Autorité des marchés financiers) regulations concerning voting rights disclosure. This type of mandatory disclosure, detailing the total share count and voting rights, is a specific regulatory filing requirement, often related to capital structure transparency. While it is a regulatory announcement, it is not a standard 10-K, IR, or ER. It specifically relates to the capital structure and voting rights, which aligns closely with 'Share Issue/Capital Change' (SHA) or a general regulatory filing. Given the specific nature of reporting total voting rights, which is a key component of capital structure transparency, SHA is a strong candidate. However, since it is a formal disclosure of the current share count and voting rights, which is a recurring regulatory requirement often mandated by stock exchanges or financial authorities, and doesn't explicitly announce a new share issue or buyback, it fits best under the general regulatory disclosure category or a specific capital structure update. Since there is no specific code for 'Total Voting Rights Disclosure', and it is a mandatory regulatory update concerning the capital base, I will evaluate the closest fit. It is not a dividend (DIV), director dealing (DIRS), or management change (MANG). It is a formal regulatory update on the share base. 'SHA' (Share Issue/Capital Change) covers changes to the capital structure. 'RNS' (Regulatory Filings) is the fallback. Because this is a mandatory disclosure about the current state of the share capital and voting rights, which is a fundamental aspect of capital structure, SHA is slightly more specific than the general RNS, although RNS is also plausible. Given the context of mandatory disclosure of share count, SHA is the most appropriate specific category for capital structure transparency updates.
2023-04-06 French

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