Rothschild and Co Wealth Management Uk Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $28.5B in regulatory assets under management, 304 employees, and 4,441 accounts.
Assets Under Management
$28.5B
Employees
304
Offices
--
Total Clients
4,430
Primary office
LONDON
NEW COURT, ST SWITHIN'S LANE, LONDON, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.3% of total clients.
Top client categories% of clientsClients
1
HNWI
95.3%
4,220
2
Charitable
2.2%
96
3
Pension Plans
1.4%
60
4
Pooled Investment Vehicles
0.6%
27
5
Corporations
0.6%
27
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28.5Bas of March 30, 2026
Discretionary98.4%
$28.0B
98% of total RAUM98.4%
Non-discretionary1.6%
$445M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28.5B
Total Accounts4,441
10Y AUM Change+$17.3B (+155.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees304
Clients per Employee15:1
10Y Employee Change+214 (+237.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.