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ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED
CRD 158022 · SEC 801-72759
NEW COURT, ST SWITHIN'S LANE, LONDON, EC4N 8AL, United Kingdom
Phone
+44 20 7280 5000
Fax
+44 20 7280 1514
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$28.47B
Discretionary AUM
$28.03B
Team
304 total employees; 46 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4220 | $10.93B |
| Pooled investment vehicles | 27 | $16.81B |
| Pension/profit sharing plans | 60 | $51.8M |
| Charitable organizations | 96 | $633.2M |
| Corporations/business entities | 27 | $51.5M |
All web addresses on file
Official SEC filing: View on IAPD