Company

Rothschild & Co

Index

UHNW Wealth Managers

Location

London

Advice type

Investment management

Client Types

Families

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

James Peterson

Spear's Review

When off-the-clock as managing director of Rothschild & Co’s Wealth Management arm, James Peterson is a keen sportsman and has even served as the acting chair of the Eastside Educational Trust.

Off the field, he remains a top player in Rothschild & Co’s £11 billion AuM UK wealth management business which continues to expand. He works closely with ‘a wide network of entrepreneurs across the country’ and has a particular focus on the technology and insurance sectors according to the firm.

Passionate about building enduring relationships, Peterson explains that expanding the network of contacts he can introduce to clients is a key driver behind working with global advisory colleagues.

Experience gained across the private client industry enables him to offer a comprehensive service. ‘[He] works closely with clients to offer integrated, innovative advice even before they have sold their business,’ Rothschild & Co tells us.

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