Rothschild & Co
Investment banking (advisory) / wealth management · researched 2026-10-02. Processes change every year, so confirm on the employer's own page.
At a glance
- Dates
- Not confirmed yet. Check the employer's page.
- Pay
- Not published in the sources we found.
- Length
- 4 years
- Degree
- Undergraduate Finance degree (University of Exeter), plus the Investment Management Certificate and CFA Level 1
- Entry
- Entry requirements were not in the summaries we saw; check the apprenticeships page.
- Stages
- 4: Online application, Online tests, First-round interview, Assessment centre
What you'd actually do
- Global Advisory apprentices support bankers who advise companies on buying, selling or merging: researching companies, building spreadsheets of financials and preparing presentation slides.
Our plain-English summary from the firm's adverts, not the firm's own words.
Programmes and entry
- Global Advisory Degree Apprenticeship (4 years: Level 4 Investment Operations Specialist for the first two years, then Level 6 Financial Services Professional. 4 days in the office, 1 day studying) · Undergraduate Finance degree (University of Exeter), plus the Investment Management Certificate and CFA Level 1 · London
- Wealth Management Client Pathways Apprenticeship Programme (Apprenticeship (level not confirmed)) · London
Entry requirements were not in the summaries we saw; check the apprenticeships page. source
2026/27 apprenticeship dates were not found when researched. Check the apprenticeships page and register for alerts. source
Process, stage by stage
1. Online application
Online application.
- Explain why independent advisory appeals to you, not just 'banking'.
Official source source
2. Online tests
Conflicting reports: SHL numerical and logical tests, or a Cappfinity sift. Mostly from internship and graduate reports, not apprentices.
- Practise numerical and logical reasoning; also try a Cappfinity-style test in case that is used.
Several independent reports source
3. First-round interview
Online or in person, about your experiences, skills and motivation.
- Have a clear answer to 'Why Rothschild & Co?' and 'Why advisory?'.
Official source source
4. Assessment centre
A further interview with senior colleagues, a collaborative group exercise and a case study.
- In the group exercise, build on others' ideas and keep the group to time.
- In the case study, give a clear recommendation and the two or three reasons that matter most.
Official source source
Assessment centre
Further interview with senior colleagues, a collaborative group exercise and a case study.
Official source source
Values they assess against
Values wording not found; the firm presents itself as an independent, family-controlled adviser
Questions candidates report
Advice for this firm
- Understand 'independent advice': Rothschild & Co advises companies on mergers, acquisitions and debt restructuring without lending them its own money, so its advice isn't tied to selling loans.
- Read Amelia's apprentice story on the Rothschild & Co site to understand the 4-days-work, 1-day-study pattern.
- Be ready for light technical questions on how companies are valued and what's in financial statements; these are reported for internships and may come up.
- Questions listed here come from internship and graduate reports, not apprentice-specific ones.
Not verified
- 2026/27 apprenticeship dates.
- Entry requirements and salary.
- Online test provider (SHL and Cappfinity both reported).
- Official values wording.
- Facts were read through search summaries of the pages, not the full pages.