Wealth Management Leeds
Rothschild & Co Wealth Management Leeds office - get in contact to find out more
About our Leeds office
Rothschild & Co launched its Wealth Management business in Leeds in 2022 to help entrepreneurs, business owners and families across Yorkshire and the North East grow and preserve their wealth. It became Rothschild & Co’s fourth UK office, joining Manchester, London and Birmingham.
Led by Alison Probert, the Leeds Wealth Management team sits alongside the existing Global Advisory team, which has operated in the city for over 25 years.
How to get to our Leeds office
Located in the heart of Leeds city centre, our office is less than a five minute walk from Leeds railway station and less than 10 miles from Leeds Bradford Airport. Our office is situated near the Met Hotel Leeds and sits on the corner of Quebec Street and King Street. Car parking is available at Trinity Leeds (LS1 4AG), Sovereign Square (LS1 4AG) and Wellington Place (LS1 4AJ).
Advice & planning
Managing your money can be a difficult task. That’s why Rothschild & Co is here to help.
We act as a financial sounding board for families, entrepreneurs and charities to ensure you are making the most of your wealth. In addition to our wealth management services, we can connect you with a network of experts to ensure your money is being managed properly and will grow for generations to come.
The Rothschild family has been managing money for centuries. Our objective today is to help clients preserve wealth for future generations and grow this money sustainably.
We believe in investing in high-quality, trustworthy businesses and avoiding short-term distractions to ensure your money grows for decades to come.
Banking & lending
Our clients can benefit from more than simply wealth management. Rothschild & Co offers in-house banking services that are tailored to your personal circumstances.
We offer lending against investment portfolios, giving clients the flexibility and speed needed to make successful decisions. We specialise in high-value mortgages ranging from £5 million to £100 million and also offer a range of banking services, including current accounts, fixed deposit accounts and more.
Entrepreneurs are good at managing their company’s finances but too often neglect their own personal wealth. However, advice is available to help you grow your nest egg while running your business, and also to invest the proceeds of any subsequent sale.
Our wealth advisers can help you with pre-exit planning, managing your company at point of sale, managing your assets after a sale completes and making long-term investing decisions to preserve your wealth.
Our Client Advisers are here to help you meet your long-term investment objectives.
Families spend decades building up their wealth, but it can quickly disappear without proper management. For more than 200 years we have been helping families preserve their wealth and pass it on to future generations.
Every family is different and our Client Advisers can help you create a plan for the future, and pair you with the best experts to meet your financial needs.
We work with charities to help preserve and grow your funds. Our clients are charities looking to invest for the long term, ensuring that the good work your organisation does today can continue for years to come.
Our services include forecasting future spending and achieving funding targets, and we can help charities meet their environmental, social and governance goals. We can also act as a sounding board on wider financial matters.
Alison is a Director and leads the Wealth Management office based in Leeds. Alison joined Rothschild & Co in 2022 and has specialised in wealth management since 2011, working with private individuals and their associated businesses.
Prior to her career in wealth management, Alison practiced corporate law for seven years focussing on mergers and acquisitions, and private equity transactions. She has a Law with European Law degree from the University of Nottingham and holds the Certificate in Private Client Investment Advice and Management.
Our other Wealth Management offices in the UK and Channel Islands
St Swithin's Lane
Tel: +44 207280 5000
67 Temple Row
Tel: +44 121 6005252
82 King Street
Tel: +44 161 8273800