Lewis Treacy, CFA

I work with successful entrepreneurs and families to help them make better financial decisions. As a starting point, I work with clients to understand their specific needs and help them develop a bespoke wealth framework to ensure their investment objectives are appropriate and aligned with their business and personal goals. Once this framework is in place, my clients have time to focus on what is important to them. I advise on areas such as: Discretionary investment portfolios Managing large cash balances Passing assets to the next generation Lending An important part of my role is to bring the expertise of the wider Rothschild & Co group to my clients. Our firm's broader capabilities include M&A, Debt and Equity Advisory, Merchant Banking and Lending.

I worked with the fixed income portfolio management team in the Barclays New York office. A large part of my role involved using financial modelling and other analytical tools to influence interest rate strategy. The fixed income securities that were covered include municipal bonds and global corporate bonds invested across a wide range of strategies. All of these strategies were available to Barclays' high net worth investors.

I was a member of the graduate programme at Barclays Wealth and Investment Management. I assisted private bankers with the wealth management needs of high net worth individuals. The proposition included tailored banking and lending services, wealth structuring, trust & estate planning and investment management advice.