Lewis Treacy, CFA

Experience

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  Country and Commercial Insurance Brokers

  Jul 2010 - Sept 2010

  Analyst
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  Bank of America Merrill Lynch

  Jun 2011 - Aug 2011

  Intern
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  Barclays Wealth and Investment Management

  Aug 2012 - Jun 2014

  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.

  • Graduate Analyst

    Oct 2013 - Jun 2014

  • Graduate Analyst

    Aug 2012 - Oct 2013
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  Rothschild & Co

  Jun 2014 - now

  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. Show less

  • Director

    Apr 2023 - now

  • Assistant Director

    Apr 2020 - Apr 2023

  • Associate

    Jun 2016 - Apr 2020

  • Analyst

    Jun 2014 - Jun 2016