Charles Costa Duarte

Experience

Charles is a Managing Director at Rothschild & Co Wealth Management, having joined in 2013.

Prior to joining Rothschild & Co, Charles was a senior client adviser within the Key Clients team at Lloyds Private Bank. He started his financial services career at Citi Private Bank where he spent six years, before moving to Quinlan Private Capital, a European private equity and real estate investment company.

Charles serves on the Board of Trustees of BRAC (UK), a leading International NGO with a focus on International Development.

In 2018, Charles won ‘UHNW Asset Manager of the Year’ at the Spears Wealth Management Awards and has been in the Spears Top Ten recommended UHNW Wealth Mangers since 2019.

Education

Charles graduated from the University of London with a BSc (Hons) in Geology and then served for six years as an officer in the British Army (Household Cavalry). He holds the Investment Management Certificate from the UK Society of Investment Professionals and is a Chartered Fellow of the Securities and Investment Institute (CISI).