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Global Advisory

Expert M&A and capital markets advice

Wealth Management Italy

Dedicated to helping individuals and families preserve and grow their wealth over the long term

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

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Joe Toomey

Client Adviser

Headshot fo Joe Toomey

Experience

Joe is a Client Adviser at Rothschild & Co Wealth Management. He joined in March 2020, having previously worked at Stonehage Fleming across both investment operations and research. He was part of our investment team for three years as a specialist portfolio manager.

Joe now looks after a range of client relationships from family offices to founders and entrepreneurs with a specific focus on the insurance sector.

Education

Joe holds the Investment Management Certificate (IMC) and is also a CFA charter holder.