Lewis Treacy
Director @Rothschild & Co
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WORK HISTORY
Director @Rothschild & Co
Manchester, GB
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 portfoliosManaging large cash balancesPassing assets to the next generationLendingAn 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.
EDUCATION
University of Warwick
BSc, Economics
SKILLS
ABOUT LEWIS TREACY
Behind every successful entrepreneur is a strategy that consistently builds wealth while they focus on making an impact with their business.I’ve spent over a decade crafting those strategies for the UK’s top business owners.During my time in London, I worked with Rothschild & Co\'s most complex relationships - helping clients navigate big changes in their life while achieving their long-term goals. In 2020, I moved to the North West to bring that expertise to business owners across the North of England.My focus remains the same: helping entrepreneurs achieve lasting financial security while they focus on what matters most.Please connect or message if you’re interested in how Rothschild & Co and I can help you.
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