Have the short, sharp Spear's newsletter delivered to your inbox each week
Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Next generation

Wealth management

Wealth preservation

Discretionary Portfolios

Diversification of assets

Investment management

Client type

Charities

Entrepreneurs

Trusts

UHNW families

Billionaires

International UHNWs

Business owners

Sector Focus

Financial Services

Wealth Management & Private Banking

Sophie Kilvert

Spear’s Review

Sophie Kilvert, a director at Rothschild & Co, joined the firm at the end of 2019, bringing more than 15 years in the investment management industry to the firm.

Previously a relationship manager at Seven, Kilvert is commended by Rothschild for her dedicated service to UHNW entrepreneurs and their families, and has been praised for ‘ably supporting clients through the financial challenges created over the past few years’.

She currently advises a growing client base of multi-generational families, charities and trusts, and has developed a specialism in supporting female entrepreneursShe 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’. 

Rank: Recommended

Recommended 2025, UHNW Wealth Managers

Share on

A Spear’s 500 Verified Introduction

Submit your details and we will pass your enquiry directly to the adviser for a response.

Thank you

Your enquiry has been sent to the adviser.