Rothschild and Co Wealth Management UK Limited

RIASEC Registered

Total AUM

$28.5B

Discretionary

$28B

98% of AUM

Avg account

$6.4M

Accounts

4,441

Employees

304

Advisory reps

Firm details

Headquarters: London,
CRD number: 158022
Registered since: October 4, 2011
Website: www.rothschildandco.com
Custodians: ROTHSCHILD & CO BANK INTERNATIONAL LIMITED
Fee structure: Percentage of AUM, Commissions
Client types: Pooled Investment Vehicles59.02%
HNWI38.39%
Charitable Organizations2.22%
Pension & Profit Sharing Plans0.18%
Corporations / Businesses0.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rothschild and Co Wealth Management UK Limited is the UK arm of the Rothschild private wealth franchise operating as an independent registered investment adviser. The firm is SEC-registered (registration recorded in 2011) and positions itself as a capital allocator serving wealthy individuals and families as well as institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Fees are charged primarily as a percentage of assets under management, with some business activities generating commission-based revenue. The firm is not identified as an active ESG investor in the available data.