Company

Rothschild & Co

Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Manager

Tracy Collins

Spear’s Review

Tracy Collins is a director at Rothschild & Co who one senior industry peer praised for being ‘a most competent and attentive CRM – I would trust her at all times’. The former Sarasin & Partners senior associate joined Rothschild & Co in 2013 and has more than a decade of experience in private client service.

Collins’s business revolves around trust, and she tells Spear’s her goal is to be seen as a trusted adviser to her UHNW clients. She says that while Rothschild & Co’s wealth managers do advise on investment strategy and portfolio management, ‘we definitely see our role extending beyond this to offer broader financial advice – whether this is on investment objectives, income and cashflow, sustainability and ESG, borrowing or acting as a “sounding board”’ on other matters.’

Outside work, Collins is a corporate member of The Fore, a seed funder for the charity sector, which the firm supports.

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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