Rothschild & Co appoints Fernanda Neumann Rosset as Head of Client Strategy for UK Wealth Management

Rothschild & Co has appointed Fernanda Neumann Rosset as a Managing Director and Head of Client Strategy in its UK Wealth Management business. Fernanda joins Rothschild & Co from Goldman Sachs, where she has spent the last 14 years.

As Head of Client Strategy, Fernanda will work closely with Client Adviser teams, focused on optimising relationships with clients. She will have a key role in growing and developing front office talent and lateral hiring, as well as providing additional support in the day-to-day management of the front office.

Helen Watson, CEO of Rothschild & Co’s UK Wealth Management business, said: “Our business has grown substantially in the last couple of years, with a number of key Client Adviser hires and new regional offices. We are delighted that Fernanda has agreed to join us to provide additional strategic capability to our front office as we continue to expand.”

James Morrell, Managing Director, Rothschild & Co’s UK Wealth Management business, said: “More than a decade working with wealthy families and entrepreneurs, combined with her more recent experience in Client Adviser business development and hiring, make Fernanda perfectly placed to support our front office teams and ensure that we maintain exceptional client service as we achieve our growth plans.”

Fernanda began her career in the Global Markets Division of Goldman Sachs in 2008, first in Brazil and then in New York. For the last ten years, she has worked in the Private Wealth Management division in London both as a Client Adviser and, more recently, as part of the management team with responsibility for the successful onboarding and business development of new Client Adviser hires across EMEA.

Rothschild & Co’s UK Wealth Management business has offices in London, Birmingham, Guernsey, Manchester and Leeds. Recent hires include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; Alison Probert in Leeds; and Holly Jennings, Donald Nartey and Joanna Livesey in London.

- ENDS -

For further information:

Wealth Management, Rothschild & Co
Emma Rees
Tel: +44 7703 715 763
emma.rees@rothschildandco.com

About Rothschild & Co, Wealth Management

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 800 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.  

Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our European offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf), Belgium (Brussels), Italy (Milan), Spain (Madrid), Luxembourg and Monaco as well as from our US office in New York. Wealth and Asset Management assets total some €100 billion.

Read more articles

  • Macro update: polls, populists, policy and portfolios

    Strategy Blog

    In this strategy blog, we look at how polls, populists, policies and portfolios are affected by recent, and upcoming macro events.

  • Our culture, service and people

    Insights

    We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.

  • Sportonomics and the winners away from the arena

    Thematic Insights

    The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.

  • Making the best investment choices

    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.

  • How to choose a wealth manager

    Insights

    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.

Back to top