Wealth Management: Rothschild & Co appoints Sophie Kilvert as Client Adviser to UK Wealth Management business
Rothschild & Co has appointed Sophie Kilvert as a Director in its Wealth Management business, based in London.
Sophie has more than 15 years' experience working with a wide variety of high net worth individuals and their families, as well as corporate and charity clients.
She joins Rothschild & Co from Seven Investment Management LLP (7IM), where she was a Private Client Manager, having joined in 2004. Before this, she worked for a firm of solicitors after graduating with an MA in Politics, Philosophy & Economics from Oxford University in 2000. Sophie joins Rothschild & Co with immediate effect.
“Sophie's depth of client experience and portfolio management knowledge, combined with her ability to create long-standing relationships, make her a real asset in meeting the continuing growth in demand for Rothschild & Co's wealth management services from successful individuals, families and foundations,” said Helen Watson, CEO of Rothschild & Co's Wealth Management business in the UK. “Our focus on helping clients to preserve and grow the real value of their wealth through a distinctive investment approach, combined with exceptional client service, has enabled us to double assets under management in the UK to more than £10bn over the last five years. We are delighted that Sophie has chosen to join the team.”
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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.3 500 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, Brussels, Dusseldorf, Frankfurt, Geneva, Grenoble, Guernsey, London, Manchester, Marseille, Milan, Monaco, New York, Paris, and Zurich. Wealth & Asset Management assets total more than €74 billion across the group.