Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Wealth management
Client type
Business owners
Entrepreneurs
Families
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
James Peterson
Spear’s Review
James Peterson, a managing director at Rothschild & Co, is a keen sportsman when off the clock, and has even served as the acting chair of the Eastside Educational Trust.
Off the field he remains a top player in Rothschild & Co’s wealth management business, which continues to expand. He works closely with ‘a wide network of entrepreneurs across the country’ and has a particular focus on the technology and insurance sectors, according to the firm.
Passionate about building enduring relationships, Peterson explains that expanding the network of contacts he can introduce to clients is a key driver behind working with global advisory colleagues.
Experience gained across the private client industry enables him to offer a comprehensive service. ‘[He] works closely with clients to offer integrated, innovative advice even before they have sold their business,’ Rothschild & Co tells us.
Rank: Recommended
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Network Connections
Top Flight
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Charles Costa Duarte
Rothschild & Co
UHNW Wealth Managers
London
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Richard Brass
Rothschild & Co
UHNW Wealth Managers
London
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Tracy Collins
Rothschild & Co
UHNW Wealth Managers
London
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Sidd Kapila
Rothschild & Co
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London
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Joanna Livesey
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James Morrell
Rothschild & Co
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Justine Walley
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Peter Hindle
Rothschild & Co
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Manchester
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Sophie Kilvert
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