Skip to main content
Contacto

Global Advisory

Asesoramiento experto en fusiones y adquisiciones y mercados de capitales (Solo en inglés)

Wealth Management

Una visión a largo plazo para acompañar a los clientes privados en la preservación y el crecimiento de su patrimonio

Asset Management

Soluciones y servicios de inversión a medida para clientes institucionales, intermediarios financieros y asesores de patrimonio (Solo en inglés)

Five Arrows

Nuestra división de activos alternativos, especializada en capital privado y deuda privada (Solo en inglés)

Sobre nosotros

En el centro de los mercados financieros desde hace más de 200 años (Solo en inglés)

Carrera

Una firma que impulsa el talento, el espíritu emprendedor y el crecimiento profesional (Solo en inglés)

Región e idioma

Cambiar región Seleccionar idioma

James Morrell

CEO, Wealth Management UK

Headshot of James Morrell

Experience

James is CEO at Rothschild & Co Wealth Management. James joined the firm in 2010 and has over 20 years’ experience in the industry. Prior to his current role, James spent eight years as Head of Front Office, where he was responsible for all client teams. Throughout his career, he has remained focused on advising wealthy families, entrepreneurs and charities, and specialises in complex investment situations.

Prior to joining Rothschild & Co, James spent seven years at Morgan Stanley where his focus was on advising Ultra High Net Worth individuals. 

James lives in London with his wife and 3 young children. Most of his non work life revolves around his children, but he does still enjoy reading (particularly history and business stories) and almost all sports.

Education

James has a law degree from Durham University. He also holds the Private Client Investment Advice & Management qualification, and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Read more from James

How to choose a wealth manager

Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.