Top Recommended UHNW Wealth Managers
Dominic Epton has made a zigzag journey into wealth management, beginning his career at law firm Ashurst before joining Rothschild’s investment banking arm. By 2011 he had moved across to the wealth management side.
No doubt Epton is helped by his corporate finance background. A recent highlight was winning (over) a new client with a shared vision of long-term business ownership, after he had previously been told ‘in quite colourful language, what [the client] thought of the wealth management industry’.
For Epton, who is also a keen cyclist (‘Having now hit 40, I have to confess to a love of lycra’), there are obvious benefits to a family-run business which not only understands intimately what it is to have wealth, but also has the patience to pursue a far-sighted strategy: ‘We can invest time building individual client relationships and ensuring that trust in our firm is maintained for the future.’
It’s also clear that Epton is a wealth manager with a good heart. ‘I’m training for a big charity ride for Duchenne muscular dystrophy, an awful disease affecting young boys, which doesn’t get enough publicity or funding,’ he tells Spear’s.