Rothschild & Co’s UK Wealth Management business wins two PIMFA Diversity & Inclusion Awards

Rothschild & Co is delighted to announce that its UK Wealth Management business has won both the Inclusive Talent Management and Best Diversity & Inclusion Initiative (large firm) categories in the 2022 PIMFA Diversity & Inclusion Awards.

PIMFA (Personal Investment Management & Financial Advice Association) is the trade association for the UK wealth management, investment and financial advice industry. It launched the Diversity & Inclusion Awards last year to demonstrate its continuing commitment to promote diversity and inclusion best practice within the financial services industry. Entries were judged by a group of industry peers, alongside experts in diversity and inclusion.

The Inclusive Talent Management award recognises an organisation which has developed innovative, creative and effective strategies to attract, recruit and retain high performing and diverse talent. Our entry focused on the success of a range of initiatives including direct hires resulting in a more diverse mix of candidates; our Inclusion Curriculum; Balance & Inclusion survey; Shine Programme to empower our senior women; as well as our active networks focused on women, race, LGBT and family. The judges described the entry as a “clear winner” both in activity and evidenced impact.

The Best D&I initiative (large firm) award recognises an organisation that has outstanding strategies to create a truly diverse workforce. This entry presented our Inclusion Curriculum, an ambitious educational initiative aimed at equipping everyone across the organisation with the tools to actively contribute to and promote a truly inclusive workplace, and how diversity and inclusion criteria inform our assessment of how our people manage, lead and are promoted. The judges commended our “clear structure of change and a sustainable commitment to inclusion”.

Helen Watson, CEO, Rothschild & Co’s UK Wealth Management business commented: “We are thrilled to have been recognised as part of PIMFA’s Diversity & Inclusion Awards, with Rothschild & Co winning both Inclusive Talent Management and the Best D&I Initiative (large firm) categories. Creating a team with diversity of background, gender and ethnicity ensures a broader range of perspectives come to the table, so we can deliver exceptional service to our clients – as well as making this a great place to work. I would like to take the opportunity to thank the Balance & Inclusion team and everyone else who has contributed to this achievement. We are proud of the progress we have made and focused on continuing to improve.”

Liz Field, Chief Executive of PIMFA commented: “The business, moral and social case for diversity and inclusion remain clear and incredibly powerful, and the firms and individuals that entered this year’s awards are all excellent examples of how we, as an industry, recognise the talents of individuals from all backgrounds and ensure that all people feel involved, valued, respected, treated fairly, and embedded within the cultures of the organisations they work for. As an industry we know we still have much work to do but it is heartening to see just how much effort is going into making our industry as diverse and inclusive as it can be.”

Rothschild & Co’s UK Wealth Management business has offices in London, Birmingham, Guernsey, Manchester and Leeds.

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For further information:

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

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.3 800 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.  

Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our European offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf), Belgium (Brussels), Italy (Milan), Spain (Madrid), Luxembourg and Monaco as well as from our US office in New York. Wealth and Asset Management assets total some €100 billion.

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