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Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Investment strategy

Next generation

Wealth management

Wealth preservation

Client type

Billionaires

Business owners

Charities

Entrepreneurs

International UHNWs

Trusts

UHNW families

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 15 years in the investment management industry to the firm.

Previously a relationship manager at investment manager 7IM, 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 multigenerational families, charities and trusts, and has developed a specialism in supporting female entrepreneurs. 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’. 

Rank: Recommended

Recommended 2026, UHNW Wealth Managers

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