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Rothschild and Co Wealth Management UK Limited

● SEC registered since 2011CRD 158022SEC# 801-72759London
Export (members)
Reg. AUM
$28.47B
Employees
304
Accounts
4,441
Location
London

Rothschild and Co Wealth Management UK Limited assets under management

Rothschild and Co Wealth Management UK Limited operates as an SEC-registered investment adviser based in London. The firm has been registered since 2011. It reports $28.5 billion in regulatory assets under management and employs 304 people.

Rothschild and Co Wealth Management UK Limited owners & executives

15 reported
NameTitleOwnershipSince
Alexander Arnold MacPhee ControlDirectorUnder 5%2020
Benedict John Stephen Cullen ControlDirectorUnder 5%2024
Christian Louis Rene Bouet ControlDirectorUnder 5%2019
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Frequently asked questions

How much does Rothschild and Co Wealth Management UK Limited manage?

Rothschild and Co Wealth Management UK Limited reports $28.5 billion in regulatory assets under management on its Form ADV.

How many employees does Rothschild and Co Wealth Management UK Limited have?

Rothschild and Co Wealth Management UK Limited reports 304 employees.

Where is Rothschild and Co Wealth Management UK Limited located?

Rothschild and Co Wealth Management UK Limited is based in London and has been SEC-registered since 2011.

Does Rothschild and Co Wealth Management UK Limited disclose fund performance?

Rothschild and Co Wealth Management UK Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressNew Court, St Swithin's Lane, London EC4N 8AL
Phone+44 20 7280 5000
Fax+44 20 7280 1514
Office hours9.00a.m. - 5.00p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$28.47B▲ 16%
Mar '25 — $24.45BApr '25 — $24.45BMay '25 — $24.45BJun '25 — $24.45BJul '25 — $24.45BAug '25 — $24.45BSep '25 — $24.45BOct '25 — $24.45BNov '25 — $24.45BDec '25 — $24.45BJan '26 — $24.45BFeb '26 — $24.45BMar '26 — $28.47BApr '26 — $28.47BMay '26 — $28.47BJun '26 — $28.47B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$28.47Bregulatory AUM
Discretionary $28.03BNon-discretionary $444.6M