Company

Rothschild & Co

Index

UHNW Wealth Managers

Location

London

Advice type

Wealth planning

Wealth preservation

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Dominic Epton

Spear’s Review

Dominic Epton began his career at law firm Ashurst before joining Rothschild & Co’s investment banking arm. By 2011 he had brought his legal and corporate finance expertise to the wealth management side. For Epton, there are obvious benefits to a family-run business that not only understands intimately what it is to create and preserve wealth, but also has the patience to pursue a far-sighted strategy.

Epton believes that it is vital to communicate when markets are volatile, so that clients understand the decisions being made. He previously told Spear’s that the firm’s portfolios ‘behaved as we would have expected’ and that ‘the diversifying assets we hold (the house insurance, so to speak)’ helped protect on the downside.

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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