Charles Costa Duarte

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.