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Rothschild & Co

Wealth Management Summer Analyst Review

at Rothschild & Co

Internship (1 Month+)

Finance

London

Review Submitted: August 2025

Overall Rating

5 /5

The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!

5/5 - Overview of Role
5/5 - Skills Development
5/5 - Support and Guidance
5/5 - Company Culture
5/5 - Overall Experience
5/5 - Future Career Prospects

Overview of Role

Please give an overview of your role and what this involves on a day-to-day basis.
Rotated across two client adviser teams. I supported the analysts on the team e.g. creating portfolio reviews and suitability reviews. Attended client meetings (prospects and current clients) with client advisers. Carried out several projects such as lending, investments and competitor analysis. Helped the team with prospecting (finding new clients).
Were you given much responsibility during your placement / internship?
Yes, I was able to attend client meetings and given trust to take notes during them.
Please rate how meaningful the work you were doing was
5/5

Skills Development

Have you learnt any new skills, or developed your existing skills?
Learnt new skills such as wealth management software/terminology. Also developed on many existing skills such as confidence and communication.
How would you rate the training provided during your experience?
5/5
How would you rate your development of industry-specific skills during the experience?
5/5
How would you rate your development of personal / soft skills during the experience?
5/5
Please rate how these skills have helped you in your career development
5/5

Support and Guidance

How much support and guidance did you receive during your placement / internship?
Regularly given feedback and guidance to keep me on track.
How would you rate the support and guidance from your line manager?
5/5
How would you rate the support and guidance from the wider team?
5/5

Company Culture

What was the company culture and general atmosphere like?
Culture is great, all ages and types of people. Opportunity is there to do a wide array of things e.g. football, running etc.
How would you rate the inclusiveness of the culture?
5/5
How would you rate the social opportunities?
5/5
How would you rate the diversity initiatives?
5/5
How would you rate the charity, sustainability and corporate social responsibility (CSR) initiatives?
5/5

Overall Experience

To what extent did you enjoy your placement / internship?
I enjoyed it thoroughly and would recommend.
Please rate your level of enjoyment on your placement / internship
5/5
Please rate how your experience met your expectations
5/5

Recommendations & Advice

Would you recommend Rothschild & Co to a friend?
Yes
What advice would you give to others applying to Rothschild & Co
Be yourself in the application process, show enthusiasm and research the role/firm.

Future Career Prospects

Please rate the future employment prospects at Rothschild & Co
5/5
Did you receive an offer to return as a graduate?
Waiting to hear
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