Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment strategy
Wealth management
Wealth preservation
Discretionary Portfolios
Diversification of assets
Investment management
Client type
Charities
Entrepreneurs
Families
UHNW
Billionaires
International UHNWs
Business owners
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Investments and Asset Management
Tracy Collins
Spear’s Review
Tracy Collins is a director at Rothschild & Co who one senior industry peer praised for being ‘competent and attentive ... I would trust her at all times’. The former Sarasin & Partners senior associate joined Rothschild & Co in 2013.
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, who benefit from her decade-plus experience in private client service.
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.’
Rank: Top Recommended
Top Recommended 2025, UHNW Wealth Managers