Rothschild & Co is delighted to announce the appointment of Mike Allen as a Senior Adviser to its Wealth Management business, based in Guernsey. This is the third Rothschild & Co hire in Guernsey in recent weeks, following the appointments of Justine Walley and Nathan Long as Client Advisers earlier in the month.
Mike has more than 35 years’ experience in wealth management, corporate and investment banking. He has held a number of key senior positions during his almost 25 years with the SG Kleinwort Hambros Group, where he established its wealth management business in Guernsey; was Executive Director & Head of Wealth Management across Jersey, Guernsey and Gibraltar; CEO of the Channel Islands business; and, most recently, Chairman (Jersey) and Non-Executive Director (Gibraltar).
Commenting on the appointment, David Oxburgh, Managing Director of Rothschild & Co Bank International Limited, Guernsey, said: “Rothschild & Co has a proud 50-year history in Guernsey and Mike’s appointment is indicative of our ongoing commitment to the island. His exceptional track record and skillset will make him a real asset as we continue to expand our presence and deepen our relationships here and in the Channel Islands more broadly.”
Helen Watson, UK CEO and Co-head of Rothschild & Co’s Wealth Management business, said: “I am delighted that our distinctive investment approach and reputation for exceptional client service have led someone with Mike’s obvious experience and credentials to join us as we build momentum in our Guernsey business with our third hire in recent weeks. His contribution will be invaluable as we strive to keep enhancing our offering to clients and developing our business strategy in the Channel Islands and beyond.”
Mike Allen said: “I am delighted to be joining Rothschild & Co and look forward to working with Helen, David and the team in Guernsey to help build on their success and accelerate the growth of this thriving Wealth Management firm.”
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Mike Allen began his banking career at Lloyds Bank Group / LBI (1981-1991) holding various positions in London, Paris, Lisbon, Brazil and PNG. He then worked for Banco Bilbao Vizcaya (BBV) Group (1991-1996) in Portugal, Spain and Germany.
His career at SG Kleinwort Hambros Group (1997-2021) included Head of Wealth Management, Guernsey (1997-2000), establishing the wealth management business there; Executive Director & Head of Wealth Management, Jersey & Guernsey (2000-2010); Executive Director & Head of Wealth Management, Gibraltar (2007-2010), including the acquisition and integration of ABN Amro Gibraltar; CEO of SG Kleinwort Hambros CI Group (2011 - 2019) and Chairman and Non-Executive Director, SG Kleinwort Hambros CI Group (2019 - 2021).
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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.3 600 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, and Zurich. Wealth & Asset Management assets total more than €84 billion across the group.