Company

Rothschild & Co

Index

UHNW Wealth Managers

Advice type

Wealth planning

Wealth preservation

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Dominic Epton

Dominic Epton has spent more than 13 years within Rothschild & Co’s wealth management and investment banking departments. The former Ashurst lawyer brings both his legal and corporate finance expertise to the firm which enhances its private client offering.

Epton, who specialises in looking after entrepreneurial UHNWs, tells Spear’s that a common thread among his clients is that ‘they have worked hard to create their wealth’. He therefore sees it as his duty to ‘protect and grow’ this wealth by setting out a clear strategy, which includes transparency and honesty about the risks and rewards they can expect from their investments. Portfolios are carefully crafted to ‘cope with uncertainty, preserve wealth and deliver inflation-beating real returns over the long term’.

‘As a business, we always aim to do the right thing, working collaboratively and assembling the right team of people around clients and their families to meet their specific needs, with an eye on relationships across generations.’

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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