Company

Rothschild & Co

Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

ESG

Family businesses

Investing for growth

Next generation

Portfolio management

Private equity advisory

Wealth management

Wealth preservation

Asset Class

Equities

Client Types

Business owners

Charities

Entrepreneurs

Philanthropists

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Belgium

Ireland

Italy

United Kingdom

Customer Type

Wealth adviser

Charles Costa Duarte

Spear’s Review

Charles Costa Duarte, a director at Rothschild & Co, has resided within Spear’s Top 10 ranks for several years and was crowned UHNW Asset Manager of the Year at the Spear’s Wealth Management Awards in 2018. The former Household Cavalryman’s measured, affable manner keeps clients’ emotions and financial affairs on an even keel.

Rothschild & Co’s commitment to the long term marks the firm out, he says, adding that rather than ‘predicting the regular twists and turns’ in the market, it ‘builds portfolios to cope with uncertainty, preserve wealth and deliver inflation-beating real returns’.

He graduated from the University of London with a BSc in geology and then moved on to serve as an officer in the British Army for six years. He began his financial services career at Citi Private Bank, before moving to Quinlan Private Capital and latterly, Lloyds Private Bank as a senior key client adviser. He joined Rothschild & Co in 2013.

Rank: Top Flight

Top Flight 2023, UHNW Wealth Managers

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