Rothschild & Co appoints David Kilshaw as Head of Private Client Wealth Solutions in UK Wealth Management business
Rothschild & Co is delighted to announce the appointment of David Kilshaw as a Managing Director and Head of Private Client Wealth Solutions, in a full-time role in its UK Wealth Management business. He joins with immediate effect, based in London.
David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions and joins from specialist private client advisory firm Rawlinson & Hunter. Previously he had been Head of Private Client Tax at KPMG and Head of Family Office at EY. He has been the recipient of many industry accolades, including the STEP Lifetime Achievement Award in 2018.
As Head of Private Client Wealth Solutions, David’s role will focus on two key areas. Working in partnership with the existing team of Client Advisers, he will provide guidance for clients who have complex personal financial and business requirements and identify gaps where Rothschild & Co can introduce its close network of leading lawyers and accountants. In addition, he will build on the firm’s internal knowledge of and expertise in key aspects of the fast-moving private client tax environment, including training for colleagues and providing thought leadership.
Commenting on the appointment, Helen Watson, UK CEO and Co-head of Rothschild & Co’s Wealth Management business, said: “David’s reputation in the industry is second to none and I am thrilled that he is joining us. While we do not offer tax advice, David will sit alongside our Client Advisers, enabling them to have more meaningful conversations with our clients. This will ensure that we ask the right questions and identify opportunities through which we can guide clients in implementing more effective, early planning in partnership with their tax, accountancy and legal advisers.”
Nick Barran, Head of Business Development for Rothschild & Co’s UK Wealth Management business said: “David’s exceptional expertise will further strengthen relationships with our valued community of professional intermediaries. I look forward to working with him to identify ways to generate more mutual opportunities to assist clients in preserving and growing their families’ wealth.”
David Kilshaw said: “The opportunity to provide an additional wealth planning advisory perspective to Rothschild & Co’s clients is very exciting. I am delighted to be joining Helen, Nick and the excellent team.”
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Notes to Editors
David Kilshaw has over 35 years’ experience as an adviser working on all aspects of personal taxation. His clients have included entrepreneurs, family offices and non-doms. David started his career as a solicitor with a leading London law firm and then spent over 20 years as a partner with two of the Big 4 accountancy firms. He joined Rawlinson & Hunter in 2019 where he has continued to act for a number of high-profile clients. He won the STEP Lifetime Achievement Award in 2018 and in 2016 won the “Leading Individual Award” at the WealthBriefing European Awards. He is listed in e-private clients top 50 private client advisers for 2022.
Rothschild & Co, Wealth Management
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.
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 €100 billion across the group.