Rothschild & Co has appointed Daniela Jaume as director of strategic relationships for the UK wealth management business.
Jaume will work with the firm’s client adviser teams to develop relationships and referrals with a network of lawyers, accountants, consultants, and other professional advisers.
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In addition, she joins Rothschild in the UK from James Hambro & Partners where she was business development director.
Helen Watson, CEO, Rothschild & Co’s UK Wealth Management business, said: “Our long-standing relationships and network across the wider wealth management industry are integral to our success. We are delighted that Daniela has joined us in this key role, which supports our commitment to deepen relationships with third-party professional advisers and to help us deliver exceptional client service.”
Matthew James, Managing Director and Head of Marketing & Business Development, Rothschild & Co’s UK Wealth Management business, added: “Daniela will drive even greater engagement with our existing network of leading lawyers, accountants and consultants, as well as helping forge new strategic relationships. Her significant business development expertise and industry experience will help us draw on our connections to better support clients where needed along with generating new referrals to and from our valued professional adviser community.”
In July 2024, James Morrell was been named deputy CEO of Rothschild & Co.’s UK wealth management division.
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By GlobalDataMorrell joined wealth management in 2010 as a client adviser and has been the UK head of front office for the past seven years.
The newly formed position of deputy CEO will support long-term, strategic succession planning and management stability while also offering enhanced senior capacity to help fulfil the growing demand for Rothschild & Co.’s services from current and potential clients.
Morrell is going to report to Helen Watson, CEO of UK wealth management, with whom he previously worked at Morgan Stanley and Rothschild & Co. for nearly 20 years.
