Rothschild & Co has named Ilga Haubert as head of investments for its UK Wealth Management business.
Haubert will be responsible for the investment strategy and for overseeing the delivery of the firm’s investment proposition for clients, the firm said in a statement.
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She will report to UK Wealth Management CEO James Morrell and join the UK Wealth Management Committee.
Haubelt said: “I am excited to be joining Rothschild & Co and to play a part in supporting its UK Wealth Management clients and shaping investment strategy, building on the strong foundations already in place.”
The company said she will also take on Senior Managers & Certification Regime (SMCR) responsibilities for the investment team.
Haubert has more than 20 years of experience across investment research, portfolio management and senior oversight of global investment teams.
Most recently, she was head of equities at Fidelity, where she led the firm’s Europe-based portfolio management team.
The role had been held by Mark Wallace, one of the co-heads of UK portfolio management. He will now focus on portfolio management on a full-time basis.
Haubert’s appointment is the first senior hire made by Morrell since he was confirmed as CEO of the UK Wealth Management business, effective January 2026.
Morrell succeeded Helen Watson, who has become chair after a decade as CEO and more than 20 years working with him.
Morrell said: “As we continue to invest in our business, appointing a dedicated head of investments was one of our key priorities for 2026.
“I am delighted that we have appointed someone of Ilga’s calibre and deep experience. I look forward to working with her as we continue to enhance our investment capability, always focused on our core objective to preserve and grow our clients’ real wealth over time.”
