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Company

Rothschild & Co

Index

UHNW Wealth Managers

Location

London

Advice type

Portfolio management

Client Types

Business owners

Sector Focus

Financial Services

Customer Type

Wealth adviser

Helen Watson

Spear's Review

When Helen Watson says that she ‘puts the client first in every aspect of the business’, she knows exactly what that entails. Rothschild & Co’s UK wealth management CEO joined the firm in 2010 after almost two decades at Morgan Stanley. She presides over a team serving a clientele from all walks of life from filmmakers to tech entrepreneurs.

The firm's ‘low’ client-to-adviser ratio allows it to leverage considerable expertise while maintaining flexibility. ‘When things are uncertain, clients value personal relationships more than ever,’ says Watson.

It’s an approach that clients clearly value, too. Retention and referral rates at the firm are impressively high.

Adviser Profile

Helen Watson is CEO of Rothschild & Co’s UK Wealth Management business, which provides discretionary investment management services to clients as diverse as filmmakers, tech entrepreneurs, foundations, business owners, and wealthy families. Watson has made it her priority as CEO to ‘put the client first in every aspect of the business’, empowering the team to use their initiative to make decisions that always seek to benefit clients.

‘We are well-known in the industry for our exceptional client service and strong personal relationships with clients, which become more valuable than ever when things are uncertain,’ she says. This approach is reflected in exceptionally high client retention and referral rates, with both existing and new clients committing additional assets according to the firm.

‘We spend our time and energy building portfolios which will increase in value over time and outpace inflation. Our investment performance is top quartile over one, five and ten years, but we also build portfolios to withstand market extremes and are always transparent with clients about the risks, as well as the rewards, they might experience,’ Watson says.

The firm’s comprehensive and detailed approach was evidenced recently when a UHNW family switched to Rothschild & Co, changing investment strategy and reducing costs compared to the previous manager. ‘Working closely with their family office and legal tax advisers, we ensured that the family’s complex tax, investment management and ethical guidelines were accommodated, as well as establishing a new relationship with an external global custodian,’ Watson explains.

Investing responsibly has always been central to the firm’s approach. ‘We’re constantly striving to improve how we integrate sustainability in our investment process as we’re convinced it’s the best way for us to deliver long-term returns for clients.’

Rank: Top Recommended

Top Recommended 2022, UHNW Wealth Managers

Address

New Court, St Swithin's Lane, London, EC4N 8AL

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