Company
Position
Director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Wealth management
Wealth preservation
Client type
Charities
Entrepreneurs
Trusts
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Private banker
Sophie Kilvert
Spear’s Review
Sophie Kilvert, a director at Rothschild & Co, joined the firm at the end of 2019 with more than 15 years in the investment management industry under her belt, having previously been a relationship manager at Seven.
She is commended by the firm for her dedicated service to UHNWs, and has been praised for ‘ably supporting clients through the financial challenges created over the past few years’.
She has also hosted a number of podcasts and investment briefings for Rothschild & Co, which is part of the firm’s strategy to ‘provide exceptional client service’. She currently looks after a growing UHNW client base which includes several multi-generational families, to whom the firm says she ‘provides holistic service’.
Rank: Recommended

Recommended 2024, UHNW Wealth Managers
Network Connections
Top Flight

Charles Costa Duarte
Rothschild & Co
UHNW Wealth Managers
London

Top Flight 2024
UHNW Wealth Managers
Top Recommended

Richard Brass
Rothschild & Co
UHNW Wealth Managers
London

Top Recommended 2024
UHNW Wealth Managers
Top Recommended

Tracy Collins
Rothschild & Co
UHNW Wealth Managers
London

Top Recommended 2024
UHNW Wealth Managers
Top Recommended

Sidd Kapila
Rothschild & Co
UHNW Wealth Managers
London

Top Recommended 2024
UHNW Wealth Managers
Top Recommended

Joanna Livesey
Rothschild & Co
UHNW Wealth Managers
London

Top Recommended 2024
UHNW Wealth Managers
Top Recommended

James Morrell
Rothschild & Co
UHNW Wealth Managers
London

Top Recommended 2024
UHNW Wealth Managers
Top Recommended

Justine Walley
Rothschild & Co
HNW Wealth Managers
Guernsey

Top Recommended 2024
HNW Wealth Managers
Recommended

Dominic Epton
Rothschild & Co
UHNW Wealth Managers
London

Recommended 2024
UHNW Wealth Managers
Recommended

Andreas Feller
Rothschild & Co
UHNW Wealth Managers
Switzerland

Recommended 2024
UHNW Wealth Managers
Recommended

Peter Hindle
Rothschild & Co
UHNW Wealth Managers
Manchester

Recommended 2024
UHNW Wealth Managers
Recommended

Nathan Long
Rothschild & Co
UHNW Wealth Managers
Guernsey

Recommended 2024
UHNW Wealth Managers
Recommended

James Peterson
Rothschild & Co
UHNW Wealth Managers
London

Recommended 2024
UHNW Wealth Managers
Recommended

Katharine Taylor
Rothschild & Co
UHNW Wealth Managers
London

Recommended 2024
UHNW Wealth Managers
Notable

Laurent Gagnebin
Rothschild & Co
Power List
Switzerland

Notable 2024
Power List
Top 100

Helen Watson
Rothschild & Co
Power List
London

Top 100 2024
Power List