Helen is CEO of Rothschild & Co Wealth Management UK and Co-Head of the global Wealth Management business at Rothschild & Co.
She has spent her entire career working with private clients, charities, foundations and endowments.
Before joining Rothschild & Co, Helen worked in Morgan Stanley’s UK Private Wealth Management business. Having joined them in 1991, she was appointed a Managing Director in 2005. Helen has an unusually deep understanding of private clients’ investment needs having been both a private client portfolio manager, and since 2003, a senior client advisor.
Helen joined Rothschild & Co in 2010 and was appointed CEO of the UK Wealth Management business in 2015. In 2018, Helen took on joint leadership of the global Wealth Management business and became a member of the Group Executive Committee. She is passionate about improving gender and social diversity at Rothschild & Co and leads a number of initiatives in this area including being Co-Chair of the Balance & Inclusion Committee alongside one of the Managing Partners.