Client Adviser
Experience
Charlotte is a Client Adviser at Rothschild & Co Wealth Management, having joined in 2013. Charlotte has more than 11 years’ experience in the financial services industry. Prior to joining Rothschild & Co in 2013, Charlotte worked in Private Wealth Management at Deutsche Bank.
Education
Charlotte holds an MA in Classics from the University of Cambridge. She also holds the Private Client Investment Advice and Management certificate with distinction and is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Insights
Rothschild & Co Wealth Management UK provides globally diversified, preservation-focused wealth management for US clients. Our bottom-up investment approach prioritises prudent growth and long-term security.
Insights
Rothschild & Co Wealth Management UK provides globally diversified, preservation-focused wealth management for US clients. Our bottom-up investment approach prioritises prudent growth and long-term security.