Client Adviser
Experience
Lewis is a Client Adviser at Rothschild & Co Wealth Management, having joined in 2014. He advises a range of clients in the UK, including successful entrepreneurs who need advice before or after a significant corporate transaction. Lewis worked in the Rothschild & Co London office for over five years before moving back north to help grow the team in Manchester.
Prior to joining the firm, he worked at Barclays and spent time in the London, Manchester and New York offices.
Outside of work, Lewis is a keen sportsman having played football for Blackburn Rovers until the age of 16. He is passionate about sports, technology and travel.
Education
Lewis holds an Economics degree from the University of Warwick and was president of the Men’s Football Club. Lewis is a CFA Charterholder.
Insights
The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.
Insights
Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.
Insights
Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.