Company
Position
Managing director
Head of department
Index
UHNW Wealth Managers
Location
London
Advice type
Impact investing
Investment management
Wealth management
Discretionary Portfolios
Diversification of assets
Client type
Business owners
Charities
Entrepreneurs
Trusts
UHNW
Billionaires
International UHNWs
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Richard Brass
Spear’s Review
Richard Brass moved from Berenberg, where he was head of wealth and asset management, to lead a team of client advisers at Rothschild & Co in early 2023.
He looks after a range of UHNWs, entrepreneurs and business owners, as well as philanthropists, charities and trusts. Also co-head of sustainable capital at the firm, Brass advises clients on impact investing – making social objectives part of an investment strategy alongside financial return – and has taken steps to expand Rothschild’s offering in the space.
He tells Spear’s: ‘Responsible investment principles are embedded into our investment approach. Sharing many of the same values makes Rothschild an excellent fit for clients.’
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