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Company

Rothschild & Co

Position

Managing director

Head of department

Index

UHNW Wealth Managers

Location

London

Advice type

Wealth management

Wealth planning

Wealth preservation

Client type

Billionaires

Business owners

Entrepreneurs

Families

International UHNWs

UHNW

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

James Peterson

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.

Rank: Top Recommended

Top Recommended 2026, UHNW Wealth Managers

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