Top Recommended UHNW Wealth Managers
An investment manager with 17 years’ experience in wealth management and private equity under his belt, Charles Costa Duarte still finds working with UHNW clients ‘unbelievably interesting’.
‘Portfolio management is at the core of what we do and our unashamedly long-term approach is focused on wealth preservation,’ he says.
A Rothschild man since 2013, he often acts as a trusted adviser, assembling the optimal team for a client, drawing on expertise both internally and externally, working with investment bankers, legal advisers and accountants to co-ordinate a plan of action. This ranges from arranging loans to refinance properties and provide liquidity for restructuring assets, to working with his investment banking colleagues to provide strategic business advice, as well as making introductions to specialists in philanthropy, real estate and art.
Succession planning is frequently an area of concern for wealthy clients, and as a family firm itself Rothschild is uniquely placed to assist, says Costa Duarte.
‘We are often called on to help with multi-generational planning,’ he says. ‘Ways we can help include educational retreats for individual families and small groups in similar situations, work experience to help the younger generation to gain practical exposure to managing their wealth, and assistance in drafting family constitutions.’