Spear’s Review

James Peterson, a managing director and co-head of client relationships at Rothschild & Co, is a top player in the firm’s wealth management business, which continues to expand. Passionate about building enduring relationships, he works closely with ‘a wide network of entrepreneurs across the country’ as well as those ‘at all stages of the business cycle’. 

Peterson has a particular interest in technology and fast-growth businesses, and often works with founders and leadership teams where their business and personal wealth intersect. This includes liaising with global advisory colleagues in order to expand the network of contacts he can introduce to clients.

Prior to joining Rothschild & Co in 2012, Peterson spent nearly 10 years at UBS.