Rothschild’s Wealth Management business opens office in Milan

Date: 23 Jun 2014


Italy, says Rothschild, represents an important growth opportunity for Rothschild’s Wealth Management business. The firm has hired a team from Morgan Stanley who have worked together for over 10 years. In addition to the Co-Heads of Private Clients, Paolo Lenzi and Gabriele D’Agosta, the team includes Andrea Battilani, who joins as Branch Manager and COO, and Francesca Speroni who joins Rothschild as Senior Client Adviser. Further team members include a Head of Operations, two Analysts and a Sales Assistant.

Mark Kary, Head of Rothschild’s UK Wealth Management business, said: “Rothschild’s Wealth Management business has been growing steadily in its key onshore markets ‚Äì the UK, Germany and Switzerland ‚Äì in recent years. Our new office in Milan will enable us to open up a further market where we see considerable potential for growth going forward. As in the other markets in which we already operate, in Italy we will be seeking to benefit from close collaboration with Rothschild’s Global Financial Advisory business.‚Äù

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