Joe Toomey

Experience

Joe is a Client Adviser at Rothschild & Co Wealth Management. He joined in March 2020, having previously worked at Stonehage Fleming across both investment operations and research. He was part of our investment team for three years as a specialist portfolio manager.

Joe now looks after a range of client relationships from family offices to founders and entrepreneurs with a specific focus on the insurance sector.

Education

Joe holds the Investment Management Certificate (IMC) and is also a CFA charter holder.