Director
UHNW Wealth Managers
Wealth & Investing
London
Wealth management
Wealth preservation
Charities
Entrepreneurs
Trusts
UHNW families
Financial Services
Wealth Management & Private Banking
Private banker
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
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