Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Impact investing
Investment management
Private banking
Client type
Business owners
Charities
Entrepreneurs
Trusts
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
United Kingdom
Customer type
Wealth adviser
Richard Brass
Spear’s Review
Richard Brass moved from Berenberg, where he was head of wealth and asset management, to lead the client adviser team at Rothschild & Co in late 2022.
He looks after a range of UHNWIs, entrepreneurs and business owners, as well as philanthropists, charities and trusts. Brass is active in impact investment – making social objectives part of an investment strategy alongside financial return – and is keen to expand that practice with his new colleagues.
He told Spear’s: ‘Responsible investment principles are embedded into our investment approach. Sharing many of the same values makes Rothschild an excellent fit for clients.’
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
Network Connections
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Power List