Jacob Rothschild,4th Baron Rothschild ( 29 April 1936, United Kingdom) is a British investment banker and a member of the prominent Rothschild banking family.

He is also Honorary President of the Institute for Jewish Policy Research. He is the eldest son of Victor Rothschild, 3rd Baron Rothschild by his first wife Barbara Judith Rothschild (née Hutchinson). His father was born into a Jewish family, while his mother converted to Orthodox Judaism when they married.

Jacob Rothschild was educated at Eton College and then at Christ Church, Oxford, where he gained a First in history. In 1963 Rothschild worked at the family bank N M Rothschild & Sons in London, before resigning in 1980 due to a family dispute. Jacob Rothschild sold his minority stake in the bank but took independent control of Rothschild Investment Trust (now RIT Capital Partners plc), an investment trust listed on the London Stock Exchange.

In 1980, Jacob Rothschild went on to found J. Rothschild Assurance Group (now St. James’s Place plc) with Sir Mark Weinberg in 1991.

Jacob Rothschild is Chairman of RIT Capital Partners plc, which is one of the largest investment trusts quoted on the London Stock Exchange with a net asset value of approximately £2 billion.

He is Chairman of J Rothschild Capital Management, a subsidiary of RIT Capital Partners plc. He is also a Member of the Council for the Duchy of Cornwall for HRH The Prince of Wales and a member of the International Advisory Board of The Blackstone Group. He also retains many other venture capital and property interests.

Jacob Rothschild’s estate has been a regular venue for visiting heads of state including Presidents Ronald Reagan and Bill Clinton. Margaret Thatcher received French President François Mitterrand there at a summit in 1990.

He hosted the European Economic Round Table conference in 2002, attended by such figures as James Wolfensohn, former president of the World Bank, Nicky Oppenheimer, Warren Buffett and Arnold Schwarzenegger. Jacob Rothschild maintains strong personal and business links with Henry Kissinger.

Jacob Rothschild has played a prominent part in Arts philanthropy in Britain and he has also followed the Rothschild family’s charitable interests in Israel

Jacob Rothschild sold his minority stake in the bank but took independent control of Rothschild Investment Trust (now RIT Capital Partners plc), an investment trust listed on the London Stock Exchange

INVESTMENT STYLE

RIT Capital Partners fund focuses on wealth preservation and growth over a long-term time-frame. It is the slow and steady get rich investing approach in value over the long term. For example, £10,000 invested with RIT Capital at its inception in 1988 would be worth £330,000 today.

Jacob Rothschild’s fund is able to achieve this result through a multi-asset approach, spreading investments across assets ranging from property and gold to shares listed in emerging markets. The RIT Capital portfolio is globally diversified over a wide variety of assets classes ranging from precious metals, currencies, bonds, real estate, and equities.

£10,000 invested with Jacob Rothschild’s RIT Capital at its inception in 1988 would be worth £330,000 today

LEARNING RESOURCES

Jacob Rothschild’s RIT Capital Partners fund is diversified internationally and focuses on long-term growth of its capital across a wide range of assets. The main focus of the fund is to acquires value stocks at a discount. RIT Capital’s half-yearly and annual reports provide investors/traders with an insight into where the fund is investing.

The economy and the environment need not be seen in opposition  – Jacob Rothschildd

CONNECT WITH INVESTOR

Follow this World Top Investor via their various social media channels and read more about their background and current investment interests on their official website:

Jacob Rothschild
www.ritcap.com

TRADING SOFTWARE

Dan Loeb targets Sony. Dan Loeb is an activist investor and founder of Third Point, which oversees about $14.5 billion in assets.

Last year the activist investor viewed Campbell soup as a bargain when Third point reported that the soup maker could fetch a takeover value of $52 to $58 per share.

A year later and the activist investor Dan Loeb targets Sony

Dan Loeb's activist hedge fund Third Point is raising an investment vehicle to generate between $500 million and $1 billion so it can continue to buy Sony shares, according to a recent report in Reuters.