Nick Berman

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Client Adviser

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LinkedIn

Experience

Nick is a Client Adviser at Rothschild & Co Wealth Management and has 15 years of experience in the industry. He partners with ultra-high net worth individuals, families and foundations. Prior to joining Rothschild & Co, he was a Director at UBS and began his investment career with Citigroup in the Global Markets Division.

Outside of his professional commitments, Nick dedicates himself to family life, often acting as a taxi service for his children. He has an avid interest in exploring new cultures through travel and enjoys immersing himself in literature across various genres. A sports enthusiast, he actively participates in sports activities both for leisure and community engagement.

Education

Nick is a Chartered Financial Analyst (CFA), Chartered Wealth Manager and holds a first-class degree from the University of Nottingham.

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Our culture, service and people

Insights

We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.

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