Company

Rothschild & Co

Index

UHNW Wealth Managers

Location

London

Client Types

Entrepreneurs

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

James Morrell

Spear's Review

James Morrell, a managing director and senior client adviser at the family firm Rothschild & Co, works on some of the firm’s largest client relationships, specialising in what the firm calls ‘complex situations’ involving UHNW clients.

Morrell believes in long-term relationships, having told Spear’s that wealth management, to him, is all about ‘adapting to each generation’s requirements’.

‘There’s no such thing as a typical client, but there are some commonalities. They’re often first or second-generation wealthy, entrepreneurs, and looking to us to preserve and grow the real value of their wealth.’

He also acts as a team leader for Rothschild & Co’s client-facing teams, and focuses on delivering ‘exceptional client service, ensuring that everyone is empowered to put clients at the centre of everything they do’.

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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