Rothschild & Co wins inaugural Client Relationship Award at Spear’s Wealth Management Awards 2021

Photo of a dark oil painting with bright gold frame

Rothschild & Co is delighted to announce that it has won the Client Relationship Award at the Spear's Wealth Management Awards 2021. Charles Costa Duarte, who co-heads a client team in the UK, was also shortlisted as UHNW (ultra-high-net-worth) Wealth Manager of the Year.

The Client Relationship Award, in its inaugural year, recognises the firm or team which has demonstrated an outstanding ability to provide a truly excellent bespoke service to UHNW clients.

James Morrell, Managing Director, Rothschild & Co’s UK Wealth Management business said: “Our clients expect the best and we seek to exceed their expectations. We have very consciously sought to ensure a culture which puts clients and exceptional service at its centre. The Spear’s judging panel are real experts in the private client universe, so their independent recognition of how our service levels set us apart is particularly important. Another way we can judge successful client service is positive feedback from clients themselves. We have enjoyed record levels of referrals from clients in recent years, which is a huge compliment.”

The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective. The panel noted the firm’s inclusion of client service objectives in every individual’s performance review, the establishment of the Exceptional Client Service Committee and ‘adopt-a-client’ initiatives, enabling colleagues to build client relationship strategies together, resulting in impressive retention and referral rates.

Spear’s is a highly regarded wealth management and luxury lifestyle media brand, whose flagship magazine is targeted at UHNW individuals and the financial services community. It’s annual Wealth Management awards, which recognise the best wealth managers, lawyers, property advisers, accountants, family office service providers and private banks servicing wealthy clients, were launched more than ten years ago and attracted a record number of entries this year.

- ENDS -

For further information:

Rothschild & Co 
Wealth Management
Emma Rees
Tel: +44 7703 715 763

Rothschild & Co
Group Communications

Caroline Nico
Tel: +33 1 40 74 43 44 

About Rothschild & Co, Wealth Management

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.  

Rothschild & Co’s Wealth Management business provides investment management services to a wide range of families, entrepreneurs, charities and foundations. The Rothschilds are one of the few families to have successfully preserved their wealth over seven generations, so we understand the issues wealth owners must address. We believe preservation first is the right approach to managing wealth and our distinct, long-term perspective sets us apart, making us a secure home for their assets. Wealth & Asset Management offices are in Aix-en-Provence, Birmingham, Brussels, Dusseldorf, Frankfurt, Geneva, Grenoble, Guernsey, London, Manchester, Marseille, Milan, Monaco, New York, Paris, Toulouse and Zurich. Wealth & Asset Management assets total more than €95 billion across the group.

Read more articles

  • Making the best investment choices


    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.

  • How to choose a wealth manager


    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.

  • G7 Italia 2024


  • Asset Management: Monthly Macro Insights - June 2024

    Market Commentary

    Although the global economy is still experiencing the lagged effects of tighter monetary policy, business confidence has been improving over the past few months, suggesting positive momentum going into the second half of the year. Will central banks be a tailwind or a headwind?

  • Navigating wealth preservation

    Perspectives podcast

    What is our conclusion of the Q1 2024 earnings season? What are the benefits of active investing? And how are different asset classes performing in the current market environment? Listen to our latest Perspectives podcast to find out more.

Back to top