Client Adviser
Morten is a Client Adviser at Rothschild & Co Wealth Management UK, having joined the company in the summer of 2017. Prior to joining Rothschild & Co, he worked in foreign exchange with OFX, where he helped companies and high net worth individuals manage their currency exposure efficiently.
Morten holds a degree in Mathematics with Management and Finance from King’s College London, the Investment Advice Diploma from the Chartered Institute for Securities and Investments (CISI) and CFA level 1.
Insights
There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.