Rothschild & Co’s UK Wealth Management business has appointed Daniela Jaume as Director of Strategic Relationships. In this newly created role, Daniela will work closely with the business’s Client Adviser teams to develop relationships and referrals with a network of lawyers, accountants, consultants, and other professional advisers, ensuring clients get the right advice when they need it.
Helen Watson, CEO, Rothschild & Co’s UK Wealth Management business, said: “Our long-standing relationships and network across the wider wealth management industry are integral to our success. We are delighted that Daniela has joined us in this key role, which supports our commitment to deepen relationships with third-party professional advisers and to help us deliver exceptional client service.”
Matthew James, Managing Director and Head of Marketing & Business Development, Rothschild & Co’s UK Wealth Management business, said: “Daniela will drive even greater engagement with our existing network of leading lawyers, accountants and consultants, as well as helping forge new strategic relationships. Her significant business development expertise and industry experience will help us draw on our connections to better support clients where needed along with generating new referrals to and from our valued professional adviser community.”
Daniela has extensive marketing, corporate strategy and business development experience. She joins from James Hambro & Partners where she was Business Development Director, having joined in 2018. Prior to this she has worked in both Business Development and Investment Manager roles within Financial Services.
Rothschild & Co has invested significantly in its UK Wealth Management business which has resulted in AUM doubling in the last five years and an industry-leading reputation for client service. To further support growth in the business, James Morrell was recently appointed as Deputy CEO of the business and Fernanda Rosset was appointed Head of UK HNW Wealth Management in May.
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For further information
Wealth Management, Rothschild & Co
Emma Rees
Tel: +44 (0) 7703 715 763
emma.rees@rothschildandco.com
About Rothschild & Co, Wealth and Asset Management
Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.4,600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Five Arrows, its alternative assets arm.
Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en- Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf, Hamburg), Belgium (Brussels), Italy (Milan), Israel (Tel Aviv), Spain (Madrid), Luxembourg and Monaco. Wealth and Asset Management assets total more than €100 billion.
