Rothschild & Co appoints UK Head of HNW Wealth Management
Rothschild & Co’s UK Wealth Management business has appointed Fernanda Rosset as Head of High Net Worth (HNW) Wealth Management.
Fernanda joined Rothschild & Co as a Managing Director and Head of Client Strategy for the UK Wealth Management business in September 2022. In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
“This new role has been developed in response to significant industry trends identified through my previous client strategy role,” explains Fernanda Rosset, Head of HNW Wealth Management UK, Rothschild & Co. “We are increasingly coming across individuals and families who would have benefited from the right advice sooner and, at the same time, clients are more focused than ever on intergenerational wealth. We have the opportunity to step in and ensure that more HNW clients, including the next generation, can make informed choices at an earlier stage of their wealth creation journey.”
“We are dedicated to providing exceptional client service for all our clients, with the specialist knowledge and understanding to support them at each stage of their wealth journey,” said Helen Watson, CEO of Rothschild & Co’s UK Wealth Management business. “As our business continues to grow, our breadth of experience means we are now in a position to offer best advice and tailored services to a broader client base. We are delighted that Fernanda has agreed to focus on further developing our proposition for those HNW individuals and families still accumulating their wealth.”
Some examples of HNW clients include high earning professionals - lawyers, accountants and consultants - private equity principals, business owners, senior executives, as well as the next generation of existing clients. As Head of HNW Wealth Management UK, Fernanda will focus on refining and developing Rothschild & Co’s proposition to support these individuals and their families’ needs at each stage of their wealth journey, considering the financial commitments, remuneration patterns and bonus arrangements, specific to their sector and situation. Where appropriate, planning and advice will be provided in co-operation with the firm’s close network of third-party professional contacts.
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For further information:
Wealth Management, Rothschild & Co
Emma Rees
Tel: +44 (0) 7703 715 763
emma.rees@rothschildandco.com
About Rothschild & Co, Wealth and Asset Management
Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.4,600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Five Arrows, its alternative assets arm.
Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en- Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf, Hamburg), Belgium (Brussels), Italy (Milan), Israel (Tel Aviv), Spain (Madrid), Luxembourg and Monaco. Wealth and Asset Management assets total more than €100 billion.
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