Citywealth Forum 2025 – Speaker

Date: 01 Aug 2024

Citywealth

David Kilshaw
Rothschild & Co Wealth Management 
Managing Director

David is the Head of Private Client Wealth Solutions at Rothschild & Co, in which role I provide guidance for clients with complex financial and business requirements . This enables me to find opportunities to refer clients to, work with, lawyers, accountants and trustees etc to ensure clients have the most appropriate solutions and structures for their needs. I was previously a tax partner with KPMG, EY and Rawlinson & Hunter.

His experience with these firms enables me to help clients understand how to address issues such as succession planning, investment structures, and the tax matters relevant to life events like the sale of a company or providing for children. I am a qualified lawyer and in 2018 was honoured to receive the STEP lifetime achievement award.


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