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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)

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

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Tracy Collins

Client Adviser

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Experience

Tracy is a Client Advisor at Rothschild & Co Wealth Management, having joined in 2013. She advises a broad range of clients including senior corporate executives and trustees.

Prior to joining, she worked at Sarasin & Partners where she spent 3 years as a senior Client Adviser on their Charities Team. Tracy began her investment career at Baring Asset Management in 1997, spending 13 years as an Equities Research Analyst and Investment Manager.

Education

Tracy is a CFA® Charterholder and a member of the Chartered Institute for Securities and Investments (CISI). Tracy holds a degree in Modern Languages from London University, and the Postgraduate Certificate in Education from Oxford University.

Read more from Tracy

Building wealth one pot at a time

Our wealth framework brings clarity and structure to personal finances by dividing wealth into distinct “pots,”. This approach helps individuals visualise their wealth in a more meaningful way, moving beyond abstract numbers to focus on real-life goals, such as lifestyle needs, long-term security, growth opportunities, and business interests.