Rothschild & Co adds client adviser to its Wealth Management team in Spain

Rothschild & Co’s Wealth Management business in Spain continues to grow steadily. José Luis Muñoz joins with immediate effect to meet increasing demand from clients.

Rothschild & Co’s Wealth Management business has appointed José Luis Muñoz as a Client Adviser in Madrid, responding to growing client demand amid the firm’s continued expansion. He joins after 25 years with Bankinter, where he held various management positions, most recently as Private Banking Director. In this role, he led client-focused teams and managed operations, developing his considerable wealth management expertise.

Rothschild & Co offers independent advice, discretionary investment management and advisory services in Spain to UHNW families, entrepreneurs, charities and foundations. The launch of the Wealth Management business in Madrid in 2021 is aligned with the group’s strategy of investing in markets where it already has a solid network and reputation. Since its inception, the Wealth Management team in Madrid has successfully expanded its presence and enhanced its services for both existing and prospective clients across Spain, working closely with its Global Advisory business, which has been established in Madrid since 1988.

Hugo Martin, Country Head for Rothschild & Co’s Wealth Management business in Spain, said: "We are extremely pleased with the progress of our Wealth Management business in Spain. Our presence on the ground here has enabled us to deepen existing relationships with clients, as well as forming new ones. We believe that there is significant potential for continued steady growth for the business through attracting talented and connected individuals like José Luis. We are delighted to welcome him to the team and are confident that with his extensive experience, he will make a meaningful contribution to our success.”

José Luis Muñoz joined Bankinter in 1998 and prior to becoming Private Banking Director in 2020 held various regional business development roles and managed multidisciplinary teams. He holds a degree in Law from UCLM, as well as an Executive MBA from ESADE and a Management Programme from IESE.

- ENDS -

For further information:

Rothschild & Co Wealth Management
Emma Rees / Kilian Borter
Tel: +44 (0) 7703 715 763
Tel: +41 (0) 44 295 90 73
emma.rees@rothschildandco.com
kilian.borter@open-up.ch

About Rothschild & Co, Wealth and Asset 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.4,600 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 Five Arrows, its alternative assets arm.

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 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, Hamburg), Belgium (Brussels), Italy (Milan), Israel (Tel Aviv), United Arab Emirates (Dubai), Spain (Madrid), Luxembourg and Monaco. Wealth and Asset Management assets total €124 billion.

Related files

Rothschild & Co adds client adviser to its Wealth Management team in Spain (PDF).