CEO, Wealth Management UK
Experience
James is CEO at Rothschild & Co Wealth Management. James joined the firm in 2010 and has over 20 years’ experience in the industry. Prior to his current role, James spent eight years as Head of Front Office, where he was responsible for all client teams. Throughout his career, he has remained focused on advising wealthy families, entrepreneurs and charities, and specialises in complex investment situations.
Prior to joining Rothschild & Co, James spent seven years at Morgan Stanley where his focus was on advising Ultra High Net Worth individuals.
James lives in London with his wife and 3 young children. Most of his non work life revolves around his children, but he does still enjoy reading (particularly history and business stories) and almost all sports.
Education
James has a law degree from Durham University. He also holds the Private Client Investment Advice & Management qualification, and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Quarterly Letter
Markets move in cycles driven by psychology; predicting turns is futile. Disciplined long‑term investing in quality businesses, valuing fundamentals over hype, helps preserve and grow wealth through booms and busts.
Insights
Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.