Spear’s Review

Charles Costa Duarte, a managing director at Rothschild & Co, has resided within the ranks of the Spear’s wealth management indices for several years and was crowned UHNW Asset Manager of the Year at the Spear’s Awards in 2018. The former household cavalryman’s measured, affable manner keeps clients’ emotions and financial affairs on an even keel.

Rothschild & Co’s commitment to the long term marks the firm out, he says, adding that rather than ‘predicting the regular twists and turns’ in the market, it ‘builds portfolios to cope with uncertainty, preserve wealth and deliver inflation-beating real returns’.

Costa Duarte began his financial services career at Citi Private Bank, before moving to Quinlan Private Capital and, latterly, Lloyds as a senior key client adviser. He joined Rothschild & Co in 2013.

Adviser Profile

‘We often work with entrepreneurs who may be considering an exit or dealing with a sudden change of circumstance or succession issue,’ says Charles Costa Duarte. ‘I aim to know my clients well enough that I’m the person that they will call.’

Rothschild & Co works with a variety of UK and international families, often with complex cross-border financial situations. ‘A lot of these families have got to know us through our leading Global Advisory business and are attracted to our distinctive wealth management and investment approach, which aims to protect and grow their family’s wealth, drawing on the experience of a family business that has thrived for two centuries,’ he says.