Company

Rothschild & Co

Position

Managing director

Index

UHNW Wealth Managers

Location

Manchester

Advice type

Business succession planning

Investment strategy

Wealth management

Client Types

Business owners

UHNW

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Peter Hindle

Spear’s Review

Rothschild & Co managing director Peter Hindle was recruited in 2015 to set up and grow the firm’s wealth management business across the north west of England.

Clients tend to be entrepreneurs. ‘They might have had private equity backing and realised wealth from a number of transactions or are family-owned businesses where the current generation wants to realise the value and exit,’ Hindle tells Spear’s.

The former Credit Suisse banker and former corporate solicitor emphasises the importance of encouraging clients to think about long-term investment and wealth planning strategies. He notes: ‘We guide them to use the wealth they’ve generated to reach the goals that are the most important to them, to achieve their individual objectives and the things they are passionate about.’

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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