Client Adviser
Experience
Tracy is a Client Advisor at Rothschild & Co Wealth Management, having joined in 2013. She advises a broad range of clients including senior corporate executives and trustees.
Prior to joining, she worked at Sarasin & Partners where she spent 3 years as a senior Client Adviser on their Charities Team. Tracy began her investment career at Baring Asset Management in 1997, spending 13 years as an Equities Research Analyst and Investment Manager.
Education
Tracy is a CFA® Charterholder and a member of the Chartered Institute for Securities and Investments (CISI). Tracy holds a degree in Modern Languages from London University, and the Postgraduate Certificate in Education from Oxford University.
Insights
Our wealth framework brings clarity and structure to personal finances by dividing wealth into distinct “pots,”. This approach helps individuals visualise their wealth in a more meaningful way, moving beyond abstract numbers to focus on real-life goals, such as lifestyle needs, long-term security, growth opportunities, and business interests.