Rothschild & Co wins inaugural Client Relationship Award at Spear’s Wealth Management Awards 2021
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
emma.rees@rothschildandco.com
Rothschild & Co
Group Communications
Caroline Nico
Tel: +33 1 40 74 43 44
caroline.nico@rothschildandco.com
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.
Related Files
Rothschild & Co wins Spear's Client Relationship Award 2021 (PDF)
Read more articles
-
The next mood shift
Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
-
Understanding sustainability risks and opportunities
Insights
Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
-
Should I form a trust?
Insights
Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
-
The defence debate
Strategy Blog
The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.
-
The last mile
Perspectives podcast
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
-
A rebound in corporate earnings?
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.