Charles Costa Duarte
Client Adviser
Email: Charles.costaduarte@rothschildandco.com
Phone: +44 20 7280 5699
Mobile: +44 7921 684 531
Charles is a Director at Rothschild & Co Wealth Management UK, having joined in 2013.
Prior to joining Rothschild & Co, Charles was a senior Client Adviser within the Key Clients team at Lloyds Private Bank. He started his financial services career at Citi Private Bank where he spent six years, before moving to Quinlan Private Capital, a European private equity and real estate investment company.
Charles graduated from the University of London with a BSc (Hons) in Geology and then served for six years as an officer in the British Army (Household Cavalry). He holds the Investment Management Certificate from the UK Society of Investment Professionals and is a Chartered Member of the Securities & Investment Institute (CISI). In 2018, Charles won ‘UHNW Asset Manager of the Year’ at the Spears Wealth Management Awards.