Company

Rothschild & Co

Position

Director

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment strategy

Wealth management

Wealth preservation

Client Types

Charities

Entrepreneurs

Families

Family offices

UHNW

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: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

Share on
Network Connections

Top Flight

Article image

Helen Watson

Rothschild & Co

Power List

London

Top Flight 2023 Power List

Top Flight

Article image

Charles Costa Duarte

Rothschild & Co

UHNW Wealth Managers

London

Top Flight 2024 UHNW Wealth Managers

Top Recommended

Article image

Richard Brass

Rothschild & Co

UHNW Wealth Managers

London

Top Recommended 2024 UHNW Wealth Managers

Top Recommended

Article image

Joanna Livesey

Rothschild & Co

UHNW Wealth Managers

London

Top Recommended 2024 UHNW Wealth Managers

Top Recommended

Article image

Sidd Kapila

Rothschild & Co

UHNW Wealth Managers

London

Top Recommended 2024 UHNW Wealth Managers

Top Recommended

Article image

James Morrell

Rothschild & Co

UHNW Wealth Managers

London

Top Recommended 2024 UHNW Wealth Managers

Top Recommended

Article image

Justine Walley

Rothschild & Co

HNW Wealth Managers

Guernsey

Top Recommended 2024 HNW Wealth Managers

Top Recommended

Article image

Laurent Gagnebin

Rothschild & Co

UHNW Wealth Managers

Switzerland

Top Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Nathan Long

Rothschild & Co

UHNW Wealth Managers

Guernsey

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

James Peterson

Rothschild & Co

UHNW Wealth Managers

London

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

Katharine Taylor

Rothschild & Co

UHNW Wealth Managers

London

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

Dominic Epton

Rothschild & Co

UHNW Wealth Managers

London

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

Peter Hindle

Rothschild & Co

UHNW Wealth Managers

Manchester

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

Sophie Kilvert

Rothschild & Co

UHNW Wealth Managers

London

Recommended 2024 UHNW Wealth Managers

Recommended

Article image

Andreas Feller

Rothschild & Co

UHNW Wealth Managers

Switzerland

Recommended 2024 UHNW Wealth Managers