Client Adviser
Experience
Morten is a Client Adviser at Rothschild & Co Wealth Management UK, having joined the company in the summer of 2017. He currently advises a range of clients from family offices to successful technology entrepreneurs. Prior to joining Rothschild & Co, he worked in foreign exchange with OFX, where he helped companies and high net worth individuals manage their currency exposure efficiently. At OFX he was also a keen FX commentator at various online media outlets.
Education
Morten holds a first-class degree in Mathematics with Management and Finance from King’s College London, the Investment Advice Diploma from the Chartered Institute for Securities and Investments (CISI) and is a CFA Charterholder.
Awards
Insights
There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.