Nandu Patel is known for his charities work — making him very well placed at Rothschild Wealth Management, which boasts 80 charity clients. ‘Most of our charities are trying to achieve inflation plus three to four per cent per annum returns,’ he says. His charity clients are increasingly engaged on the subject of socially responsible and impact investing. ‘Charities’ investment managers need to be even more active on ESG matters, as well as documenting their voting decisions,’ says Patel. The Liverpool FC fan relishes being part of a family-owned firm: ‘Our 200-year heritage and family-controlled ownership enables us to take a long-term view,’ he says.
UHNW Wealth Managers