Company

Rothschild & Co

Position

Managing director

Index

UHNW Wealth Managers

Location

London

Advice type

Wealth management

Wealth planning

Wealth preservation

Client Types

Business owners

Trusts

UHNW

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Dominic Epton

Spear’s Review

Dominic Epton began his career at law firm Ashurst before joining Rothschild & Co’s investment banking arm. By 2011 he had brought his legal and corporate finance expertise to the wealth management side. 

For Epton, there are obvious benefits to a family-run business that not only understands intimately what it is to create and preserve wealth, but which also has the patience to pursue a far-sighted strategy.

Epton believes that it is vital to communicate when markets are volatile, so that clients understand the decisions being made; his clients often include successful business owners, private equity principals, management teams, large families and trusts.

Rank: Recommended

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