Client Adviser
Experience
Sophie is a Client Adviser at Rothschild & Co Wealth Management UK, having joined in 2019. She co-heads one of the client teams and is responsible for advising a wide range of charities, families and individuals and has a growing focus on female wealth holders. She works regularly with female entrepreneurs at all stages of their business and personal journey, helping them build a plan for the future.
Before joining Rothschild & Co, Sophie worked at Seven Investment Management (7IM) as a Private Client Manager for 15 years. While at 7IM, she was a regular commentator on markets on both television (BBC News, BBC World) and radio (BBC Radio 4, BBC Radio 5, BBC World Service, LBC, Monocle).
Education
She holds an MA (Oxon) in Politics, Philosophy and Economics from the University of Oxford. Sophie is a Chartered Fellow of the CISI and also holds the CISI Diploma and the STEP Certificate for Financial Services, Trusts and Estate Planning.
Entrepreneurs
We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.
Insights
Rothschild & Co was proud to welcome dozens of female founders to New Court for a Buy Women Built dinner to celebrate International Women’s Day, bringing together entrepreneurs from the worlds of beauty, fashion, food and drink, and other industries.
Insights
If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term
Insights
Amid a mixed economic outlook, female founders share the biggest challenges and opportunities facing their businesses in the coming year.