Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Wealth management
Wealth planning
Wealth preservation
Client type
Business owners
Trusts
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Dominic Epton
Spear’s Review
Dominic Epton began his career at law 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.
For Epton, there are obvious benefits to a family-run business that not only understands intimately what it is to create and preserve wealth, but which also has the patience to pursue a far-sighted strategy.
Epton believes that it is vital to communicate when markets are volatile, so that clients understand the decisions being made; his clients often include successful business owners, private equity principals, management teams, large families and trusts.
Rank: Recommended

Recommended 2024, UHNW Wealth Managers
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