CEO, Wealth Management UK
Helen Watson is CEO of Rothschild & Co’s UK Wealth Management business and a member of the Group’s Global Executive Committee. She joined Rothschild & Co in 2010 and was appointed CEO of the UK Wealth Management business in 2015.
Helen has spent her entire career working with private clients, charities, foundations and endowments. At Rothschild & Co, these clients include tech entrepreneurs, business owners, film makers, academic institutions, as well as families that made their wealth in previous generations. Rothschild & Co’s wealth management business helps them to protect and grow their wealth to achieve their goals now, in the future and for the next generation.
Helen is passionate about improving and building diverse teams in wealth management to enable the industry to adapt, change and grow – and make good decisions on behalf of clients. As Co-chair of Rothschild & Co’s Balance and Inclusion committee, she leads a number of initiatives in this area.
Before joining Rothschild & Co, Helen worked in Morgan Stanley’s UK Private Wealth Management business. Having joined them in 1991, she was appointed a Managing Director in 2005. Helen has an unusually deep understanding of private clients’ investment needs having been both a private client portfolio manager and a senior client advisor. Helen has won and been nominated for a number of prestigious awards over many years.
Investment / strategy
Mr Market, one of Benjamin Graham’s famous allegories, depicts an imaginary investor who swings wildly from optimism to pessimism. In this Quarterly Letter, we examine how our investment approach can outsmart Mr Market’s mercurial nature and help us make better investment decisions.
Investment / strategy
t As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.
Investment / strategy
Plain sailing. Batten down the hatches. Strong headwinds. When describing markets, it's common to call upon maritime metaphors to convey uncertainty. In the current economic landscape, we find ourselves reaching for them again.
Investment / strategy
While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.
Investment / strategy
At Rothschild & Co, we also look to combine art and science to achieve better results. Investing may seem like it’s all about the numbers, and they are undoubtedly important. But there are also many hard to define, more subjective factors at work.
