Rothschild & Co’s UK Wealth Management business has appointed Fernanda Rosset as Head of High Net Worth (HNW) Wealth Management.
Fernanda joined Rothschild & Co as a Managing Director and Head of Client Strategy for the UK Wealth Management business in September 2022. In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
“This new role has been developed in response to significant industry trends identified through my previous client strategy role,” explains Fernanda Rosset, Head of HNW Wealth Management UK, Rothschild & Co. “We are increasingly coming across individuals and families who would have benefited from the right advice sooner and, at the same time, clients are more focused than ever on intergenerational wealth. We have the opportunity to step in and ensure that more HNW clients, including the next generation, can make informed choices at an earlier stage of their wealth creation journey.”
“We are dedicated to providing exceptional client service for all our clients, with the specialist knowledge and understanding to support them at each stage of their wealth journey,” said Helen Watson, CEO of Rothschild & Co’s UK Wealth Management business. “As our business continues to grow, our breadth of experience means we are now in a position to offer best advice and tailored services to a broader client base. We are delighted that Fernanda has agreed to focus on further developing our proposition for those HNW individuals and families still accumulating their wealth.”
Some examples of HNW clients include high earning professionals – lawyers, accountants and consultants – private equity principals, business owners, senior executives, as well as the next generation of existing clients. As Head of HNW Wealth Management UK, Fernanda will focus on refining and developing Rothschild & Co’s proposition to support these individuals and their families’ needs at each stage of their wealth journey, considering the financial commitments, remuneration patterns and bonus arrangements, specific to their sector and situation. Where appropriate, planning and advice will be provided in co-operation with the firm’s close network of third-party professional contacts.
