CEO, Wealth Management UK
Helen is CEO of Rothschild & Co’s UK Wealth Management business, a global partner and also sits on the Group’s Executive Committee and Supervisory Board. Helen has spent her entire career working with a wide variety of private clients, including tech entrepreneurs, business owners, film makers, academic institutions, as well as families that made their wealth in previous generations. Her years spent as a portfolio manager and senior client adviser, have provided her with an unusually deep understanding of private clients’ investment needs.
Helen is passionate about improving gender and social diversity in the Wealth Management industry and leads a number of initiatives in this area, most notably as co-chair of Rothschild & Co’s Diversity, Inclusion & Balance Steering Committee.
Helen joined Rothschild & Co in 2010, having worked for almost 20 years in Morgan Stanley’s UK Private Wealth Management business, and was appointed CEO of Rothschild & Co’s UK Wealth Management business in 2015. Outside of work, she sits on the Investment Committee of Winchester College.
Quarterly Letter
Our view of the long term is indelibly shaped by our 200-year history as a business. In this Quarterly Letter, we re-emphasise what 'long term' means to us, and how it shapes our approach to wealth management and investing.
Quarterly Letter
We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.
Quarterly Letter
Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
Quarterly Letter
More than 50 countries will hold an election in 2024, with more than 40% of the world’s population eligible to vote. We examine how elections can come to dominate our conversations and thinking, and how it pays to take a step back and consider the long-term view.
Quarterly Letter
At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.