Company

Rothschild & Co

Position

Managing director

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Impact investing

Investment management

Private banking

Client Types

Business owners

Charities

Entrepreneurs

Trusts

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Richard Brass

Spear’s Review

Richard Brass moved from Berenberg, where he was head of wealth and asset management, to lead the client adviser team at Rothschild & Co in late 2022. 

He looks after a range of UHNWIs, entrepreneurs and business owners, as well as philanthropists, charities and trusts. Brass is active in impact investment – making social objectives part of an investment strategy alongside financial return – and is keen to expand that practice with his new colleagues.

He told Spear’s: ‘Responsible investment principles are embedded into our investment approach. Sharing many of the same values makes Rothschild an excellent fit for clients.’

Rank: Top Recommended

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