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Ben Wallis

Client Adviser

Headshot of Ben Wallis

Experience

Ben is a Client Adviser at Rothschild & Co Wealth Management, having joined in 2020. Ben advises private individuals and families, with a particular focus on multi-generational families and entrepreneurs.

Education

Ben graduated from University of Leeds with a First-Class degree in Accounting and Finance. Ben is a member of the Chartered Institute for Securities and Investment and holds the Chartered Wealth Manager qualification.

Read more from Ben

Corporate cash: the decision

Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.