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Financial services giant sets up wealth office in Leeds

By Robbie Lawther, 8 Feb 22

It is the company’s fifth WM operation in the UK business

Rothschild & Co has appointed Alison Probert as a director in its UK wealth management business to establish an office in Leeds.

Probert’s appointment is the latest in a number of hires and office openings across Rothschild & Co’s UK wealth management business in the last 12 months, which include setting up an Birmingham office in 2021.

She joins Rothschild & Co from Barclays Wealth & Investment Management, where she spent 11 years working closely with wealthy individuals and families with substantial assets across the north of England, most recently focused on the Leeds and Yorkshire area.

Probert will work closely with Rothschild & Co’s global advisory business, established in Leeds for more than 25 years.

Helen Watson, chief excutive of Rothschild & Co’s UK Wealth Management business, said: “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.

“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 business has offices in London, Birmingham, Guernsey, Manchester and now Leeds.

Tags: Rothschild | UK Adviser

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.