Client Adviser
Experience
Annick is a Director at Rothschild & Co Wealth Management, having joined in 2007. Annick has worked in the wealth management industry for over 20 years, as a Client Adviser for most of that time. Annick advises and works with successful entrepreneurs, business owners, families, charities and foundations to help them manage, preserve and grow their wealth.
Her role is to act as a sensible sounding board for clients, to help them with their plans and challenges, and to navigate the world of investments. Prior to joining Rothschild & Co, Annick worked as an investment product specialist at Fidelity International and Barclays Wealth.
Outside of work, Annick loves to spend time with her family at home in Hertfordshire – principally juggling a taxi service, chief parental negotiator (self appointed) and pets! When time permits, she also loves to travel.
Education
Annick has a Batchelor’s degree in Politics and International Relations from Durham University and the Certificate d’Études Politique from the Institute d’Études Politiques in Aix-en-Provence. She also holds the Private Client Investment Advice & Management qualification with distinction, and is a member of the Chartered Institute for Securities and Investments.
Insights
No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.