Client Adviser
Experience
Alex is a Client Adviser at Rothschild & Co Wealth Management, having joined in 2022. His role is to act as a strategic partner in helping clients preserve and growth their wealth over the long term. Alex has over 12 years of industry experience, having previously spent 10 years at Coutts where he worked as a Wealth Manager, and in the latter years as a dual qualified Wealth Manager and Financial Planner.
Alex is part of our team who specialise in advising City professionals both in the UK and overseas, working predominantly with partners of the major law firms across the City of London. He focused on working with professionals during his time at Coutts and continues this at Rothschild & Co, helping expand our existing networks across this industry.
Education
Alex holds a degree in History & Spanish from the University of Warwick, alongside the Certificate in Mortgage Advice and Practice, the Investment Advice Diploma and the Private Client Investment Advice & Management from the Chartered Institute for Securities and Investments (CISI).
Insights
Professionals have a lot of questions about their finances and often do not have the time to manage them alone. In this article we wanted to discuss some of the questions we are asked most frequently and offer some guidance on the key factors you should consider.