Rothschild & Co continues UK growth by appointing Alison Probert to establish new Wealth Management office in Leeds
Rothschild & Co has appointed Alison Probert as a director in its UK Wealth Management business, to establish its office in Leeds. Alison’s appointment is the latest in a number of client-facing hires and office openings across Rothschild & Co’s UK Wealth Management business in the last 12 months, which include establishing a Birmingham office in 2021.
Alison joins Rothschild & Co with immediate effect from Barclays Wealth & Investment Management, where she spent 11 years working closely with wealthy individuals and families with substantial assets across the North of England, most recently focused on the Leeds and Yorkshire area. Before joining the wealth management industry in 2011, Alison worked as a corporate lawyer for Pannone LLP for just over seven years, providing legal advice on many aspects of corporate finance including company acquisitions and disposals and private equity transactions.
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years. As the Global Advisory business guides business owners and shareholders through the successful sale of their companies, Alison and the Wealth Management team will be available to advise these clients on how best to protect and grow the proceeds for their families’ security, through long-term investment and wealth structuring strategies.
Helen Watson, CEO of Rothschild & Co’s UK Wealth Management business, said: “The momentum we are experiencing across our UK Wealth Management business, combined with the success of our existing offices in Manchester and Birmingham, makes opening an office in Leeds an obvious next step.
“We are thrilled that Alison has agreed to join us to support this expansion. She has spent more than a decade working closely with wealthy families and entrepreneurs, drawing on her previous experience as a corporate lawyer, to solve often complex investment management and wealth structuring situations. This skillset, combined with her local knowledge and contacts, make her the ideal person to meet the growing demand from clients for our services in Leeds and across the region.”
Recent hires include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; and Holly Jennings, Donald Nartey and Joanna Livesey in London. James Fenwick was also appointed a Senior Adviser to the UK Wealth Management business earlier in the year, focusing on clients in the North East.
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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 and 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, Bordeaux, Brussels, Dusseldorf, Frankfurt, Geneva, Grenoble, Guernsey, Leeds, London, Madrid, Manchester, Marseille, Milan, Monaco, New York, Paris, Toulouse and Zurich. Wealth & Asset Management assets total more than €95 billion across the group.