Rothschild Wealth Management opens office in Milan

Rothschild Wealth Management has announced the opening of an office in Milan, aimed at offering wealth management services to private investors.

The new office will work alongside the already existing Global Financial Advisory unit in Milan.

To lead the new office, Rothschild WM built out a team of eight professionals coming from Morgan Stanley, where they have already been working as a team for the last 10 years.

Paolo Lenzi and Gabriele D’Agosta, heads of Rothschild Private Clients Italy, highlighted that the company benefits from its long-standing family history, which provides its professionals with a “unique perspective and vision”.

Francesca Speroni and Andrea Battilani will also join the team from Morgan Stanley as senior client adviser and branch manager and COO respectively.

The team issued a note highlighting RWM’s characteristics: “We don’t have any conflict of interests, neither we have the short-term type of pressure that large banks normally have.

“Our model is simple. We follow a rigorous and disciplined investment process and we benefit from the work of high-level professionals, who our clients have deep trust in.”



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