Rothschild & Co appoints Fernanda Neumann Rosset as Head of Client Strategy for UK Wealth Management

Rothschild & Co has appointed Fernanda Neumann Rosset as a Managing Director and Head of Client Strategy in its UK Wealth Management business. Fernanda joins Rothschild & Co from Goldman Sachs, where she has spent the last 14 years.

As Head of Client Strategy, Fernanda will work closely with Client Adviser teams, focused on optimising relationships with clients. She will have a key role in growing and developing front office talent and lateral hiring, as well as providing additional support in the day-to-day management of the front office.

Helen Watson, CEO of Rothschild & Co’s UK Wealth Management business, said: “Our business has grown substantially in the last couple of years, with a number of key Client Adviser hires and new regional offices. We are delighted that Fernanda has agreed to join us to provide additional strategic capability to our front office as we continue to expand.”

James Morrell, Managing Director, Rothschild & Co’s UK Wealth Management business, said: “More than a decade working with wealthy families and entrepreneurs, combined with her more recent experience in Client Adviser business development and hiring, make Fernanda perfectly placed to support our front office teams and ensure that we maintain exceptional client service as we achieve our growth plans.”

Fernanda began her career in the Global Markets Division of Goldman Sachs in 2008, first in Brazil and then in New York. For the last ten years, she has worked in the Private Wealth Management division in London both as a Client Adviser and, more recently, as part of the management team with responsibility for the successful onboarding and business development of new Client Adviser hires across EMEA.

Rothschild & Co’s UK Wealth Management business has offices in London, Birmingham, Guernsey, Manchester and Leeds. Recent hires include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; Alison Probert in Leeds; and Holly Jennings, Donald Nartey and Joanna Livesey in London.

- ENDS -

For further information:

Wealth Management, Rothschild & Co
Emma Rees
Tel: +44 7703 715 763
emma.rees@rothschildandco.com

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.

Read more articles

  • Growth Equity Update

    Insights

    In September’s edition we take a deep dive into Insurtech. We explore the landscape and how its VC backed companies are facing the growth challenges against a backdrop of annual global VC funding for Insurtech fluctuating from highs of $16.6bn in 2021 to just $0.8bn in Q1 2024. As Julian Teicke , founder of wefox observes ‘Insurance is so slow moving, there’s no urgency to change, and that’s why it’s not easy to build a new disruptive player in insurance.’

  • Journey to Success: Scaling, exiting and benefiting from your business

    Entrepreneurs

    In the Journey to Success report, we speak to the inspiring founders of Bare Biology, Two Chicks and Seraphine about their businesses and consider how founders should approach their corporate and personal finances along the way.

  • A conversation with the Head of Wealth Management Germany

    Perspectives podcast

    Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century.

  • August: a short-lived panic?

    Monthly Market Summary

    Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).

  • The US labour market: cause for concern?

    Strategy Blog

    Following last months disappointing report, and the market volatility which has since followed, we look ahead to Friday's highly anticipated US jobs report and discuss whether there is any cause for concern.

  • The Sick Man of Europe

    Strategy Blog

    Germany’s economy shrank in the second quarter – and is currently little bigger than it was in 2019. Two big negative supply shocks will have played a major part, but is something more fundamental at play? In this strategy blog we explore the reasons why.

Back to top