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

  • 'Greedflation'

    Strategy Blog

    Many companies have increased their prices recently, but have they raised them more than is 'fair'? In this blog we examine whether firms are using inflation as an excuse to boost their profit margins.

  • Rothschild & Co to open third Wealth Management office in Germany

    Press releases

    Rothschild & Co’s Wealth Management business is continuing its growth trajectory in Germany with an office opening in Hamburg in Spring 2024.

  • Reducing the impact of capital gains tax

    Insights

    The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.

  • Global supply chains

    Strategy Blog

    In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

  • Transaction R&Co strengthens its regional presence with the opening of an office in Bordeaux

    General

    Following the opening of the Lyon office last year, Transaction R&Co, a team dedicated (within Global Advisory) to SMEs and Mid-Caps with a strong expertise in M&A advisory operations, is setting up in Bordeaux.

  • Perspectives podcast: A conversation with our Head of Private Banking, Zurich

    Market Perspective

    In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking, Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.

Back to top