Company

Rothschild & Co

Position

Director

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Wealth management

Wealth preservation

Client Types

Charities

Entrepreneurs

Trusts

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

Sophie Kilvert

Spear’s Review

Sophie Kilvert, a director at Rothschild & Co, joined the firm at the end of 2019 with more than 15 years in the investment management industry under her belt, having previously been a relationship manager at Seven.

She is commended by the firm for her dedicated service to UHNWs, and has been praised for ‘ably supporting clients through the financial challenges created over the past few years’.

She has also hosted a number of podcasts and investment briefings for Rothschild & Co, which is part of the firm’s strategy to ‘provide exceptional client service’. She currently looks after a growing UHNW client base which includes several multi-generational families, to whom the firm says she ‘provides holistic service’.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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