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Company

Rothschild & Co

Index

UHNW Wealth Managers

Wealth Managers

Location

London, United Kingdom

Advice type

Investment management

Client types

Families

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

James Peterson

Description

When not working as managing director of Rothschild & Co’s Wealth Management, James Peterson is a keen sportsman and acting chair of the Eastside Educational Trust.

Off the field, he remains a top player in Rothschild & Co’s £11 billion AuM UK wealth management business which continues to expand. He works closely with ‘a wide network of entrepreneurs across the country’ and has a particular focus on the technology and insurance sectors according to the firm.

Passionate about building enduring relationships, Peterson explains that expanding the network of contacts he can introduce to clients is a key driver behind working with global advisory colleagues.

Experience gained across the private client industry enables him to offer a comprehensive service. ‘[He] works closely with clients to offer integrated, innovative advice even before they have sold their business,’ Rothschild & Co tells us.

Rank: Top Recommended

Top Recommended 2021, UHNW Wealth Managers

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