New Office
Rothschild & Co Taps Barclays Wealth Manager For New UK Office
Rothschild & Co has tapped a Barclays wealth manager to establish a new wealth management office – the latest in a number of client-facing hires.
Rothschild
& Co, which is opening a new wealth management office in
Leeds to continue its UK growth, has appointed former Barclays
wealth manager Alison Probert to establish it.
The appointment is the latest in a number of client-facing hires
and office openings across the firm’s UK wealth management
business in the last 12 months, which include establishing a
Birmingham office in 2021.
Probert will work with Rothschild & Co’s global advisory
business, established in Leeds for more than 25 years. As the
global advisory business guides business owners and shareholders
through the sale of their companies, Probert and the wealth
management team will advise these clients on the best way to
protect and grow the proceeds for their families’ security
through long-term investment and wealth structuring
strategies.
Probert has joined Rothschild & Co with immediate effect
from Barclays Wealth & Investment Management, where she spent 11
years working with wealthy individuals and families with assets
across the north of England – most recently focused on
the Leeds and Yorkshire area. Before joining the wealth
management industry in 2011, she worked as a corporate lawyer for
Pannone for seven years, providing legal advice on aspects of
corporate finance including company acquisitions and disposals
and private equity transactions.
“The momentum we are experiencing across our UK Wealth Management
business, combined with the success of our existing offices in
Manchester and Birmingham, makes opening an office in Leeds an
obvious next step,” Helen Watson, chief executive officer of
Rothschild & Co’s UK wealth management business, said.
“We are thrilled that Alison has agreed to join us to support this expansion. She has spent more than a decade working closely with wealthy families and entrepreneurs, drawing on her previous experience as a corporate lawyer, to solve often complex investment management and wealth structuring situations. This skillset, combined with her local knowledge and contacts, make her the ideal person to meet the growing demand from clients for our services in Leeds and across the region.”
Rothschild & Co’s UK wealth management’s business has offices in London, Birmingham, Guernsey, Manchester and now Leeds. Recent hires include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; and Holly Jennings, Donald Nartey and Joanna Livesey in London. James Fenwick was also appointed as a senior advisor to the business earlier in the year, focusing on clients in the north east.
The private banking and investment house has been busy of late, naming banking veteran Naina Lal Kidwai as senior advisor for India last week.