Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Wealth management
Wealth planning
Wealth preservation
Investment management
Diversification of assets
Discretionary Portfolios
Client type
Business owners
Trusts
UHNW
UHNW families
Billionaires
International UHNWs
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Dominic Epton
Spear’s Review
Dominic Epton began his career at silver circle firm Ashurst before joining Rothschild & Co’s investment banking arm. By 2011, he had brought his legal and corporate finance expertise to the wealth management side and now serves as co-head of client relationships and is a managing director at the firm.
Clients often include successful business owners, private equity principals, management teams, large families and trusts. Epton believes that it is vital to communicate when markets are volatile, so that clients understand the decisions being made.
In his work with family-run businesses in particular, Epton has observed that they not only understand intimately what it is to create and preserve wealth, but they also have the patience to pursue a far-sighted strategy.
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