Clients
Rothschild and Co Wealth Management Uk Limited serves 4,430 clients, 4,220 of them high-net-worth individuals. The average client has about $6.4 million with the firm, and high-net-worth clients hold 38% of its $28.5 billion in assets.
- High-net-worth individuals4,220 clients38%
- Pooled investment vehicles27 clients59%
- Charitable organizations96 clients2%
- OtherPension and profit-sharing plans, Corporations and other businesses0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 4,220 | $10,932,582,951 | 38.4% | $2.59M |
| Pooled investment vehicles | 27 | $16,805,580,585 | 59.0% | $622.4M |
| Pension and profit-sharing plans | 60 | $51,773,424 | 0.2% | $863K |
| Charitable organizations | 96 | $633,160,223 | 2.2% | $6.60M |
| Corporations and other businesses | 27 | $51,534,949 | 0.2% | $1.91M |
| Total | 4,430 | $28,474,632,132 | 100% | $6.43M |
- Clients
- 4,220
- Regulatory AUM
- $10,932,582,951
- Share
- 38.4%
- Avg. per client
- $2.59M
- Clients
- 27
- Regulatory AUM
- $16,805,580,585
- Share
- 59.0%
- Avg. per client
- $622.4M
- Clients
- 60
- Regulatory AUM
- $51,773,424
- Share
- 0.2%
- Avg. per client
- $863K
- Clients
- 96
- Regulatory AUM
- $633,160,223
- Share
- 2.2%
- Avg. per client
- $6.60M
- Clients
- 27
- Regulatory AUM
- $51,534,949
- Share
- 0.2%
- Avg. per client
- $1.91M
Total
- Clients
- 4,430
- Regulatory AUM
- $28,474,632,132
- Share
- 100%
- Avg. per client
- $6.43M
What it does
Rothschild and Co Wealth Management Uk Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and commissions.
Rothschild and Co Wealth Management Uk Limited advises no private funds.
98.4% of assets ($28.03B across 4,426 accounts) are managed with discretion; $444.6M across 15 accounts are not. 99% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks36%
- Funds25%
- Bonds19%
- Sovereign bonds16%
- U.S. government and agency bonds3%
- Cash20%
Custodians
Rothschild and Co Wealth Management Uk Limited’s client accounts are held mainly at Rothschild & Co Bank International Limited, with 27% of managed assets. Rothschild and Co Wealth Management Uk Limited does not have custody of client assets.
- Rothschild & Co Bank International LimitedRothschild & Co Bank International Limited · ST Peter Port · $7.55B27%
- All other custodians$20.93B73%
Ownership and leadership
Rothschild & Co Wealth & Asset Management Sas owns 75% or more of Rothschild and Co Wealth Management Uk Limited, and James Morrell is its CEO.
- Owns 75% or more of Rothschild and Co Wealth Management Uk Limited
Rothschild & Co Wealth & Asset Management Sas
Control person · since March 2022
- Owns 75% or more of Rothschild & Co Wealth & Asset Management Sas
Rothschild & Co Sca
Control person · since March 2022
Alexandre De Rothschild
Elected manager · Control person · since October 2023
Leadership
- James MorrellChief Executive Officer
- Tara O'HaganChief Compliance Officer
- Christian BouetDirector
- Christopher ColemanDirector
- Benedict CullenDirector
- Susan HudsonDirector
- John KingDirector
- Alexander MacpheeDirector
- James MorrellDirector
- Gary PowellDirector
- Helen WatsonDirector
- Jonathan WestcottDirector
Staff
- 304 employees
- 46 in advisory functions
Reported holdings
Rothschild and Co Wealth Management Uk Limited’s reported 13F holdings total $6.93B across 25 positions, and the ten largest make up 92.4% of it.
- $6.93B
- Reported 13F value
- 25
- Positions
- 92.4%
- In the 10 largest
- +6.0%
- Value vs. prior quarter
- American Express CO13.9%
- Booking Holdings Inc.11.0%
- Deere & CO10.7%
- Berkshire Hathaway Inc. Del · CL B New10.5%
- Mastercard Incorporated · CL A10.0%
- Sunbelt Rentals Holdings Inc.9.2%
- S&P Global Inc.7.8%
- Moodys Corp.7.2%
- Canadian Pacific Kansas City6.5%
- Texas Instrs Inc.5.5%
Together, the ten largest are 92.4% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $6.93B is not its $28.47B in regulatory assets and does not represent any individual client's portfolio.
Fees
Rothschild and Co Wealth Management Uk Limited is paid through a percentage of assets under management and commissions.
Rothschild and Co Wealth Management Uk Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Rothschild and Co Wealth Management Uk Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Rothschild and Co Wealth Management Uk Limited
- Headquarters
- New Court, ST Swithin'S Lane, London, United Kingdom EC4N 8AL
- Phone
- 442072805000
- Website
- www.rothschildandco.com
- SEC file
- 801-72759
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Rothschild and Co Wealth Management Uk Limited have?
Rothschild and Co Wealth Management Uk Limited has 4,430 clients and manages $28.5 billion for them, as of July 2026. They include 4,220 high-net-worth individuals, 96 charitable organizations and 60 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Rothschild and Co Wealth Management Uk Limited offer?
Rothschild and Co Wealth Management Uk Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Rothschild and Co Wealth Management Uk Limited use?
Rothschild and Co Wealth Management Uk Limited’s separately managed account assets are held at Rothschild & Co Bank International Limited (ST Peter Port), with $7,548,921,316. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Rothschild and Co Wealth Management Uk Limited have?
Rothschild and Co Wealth Management Uk Limited has 0 investment adviser representatives registered with state securities authorities, out of 304 employees, and 46 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rothschild and Co Wealth Management Uk Limited invest in?
At the end of its last fiscal year, Rothschild and Co Wealth Management Uk Limited’s separately managed accounts held 36% exchange-traded equities, 25% pooled vehicles (private funds and similar), 20% cash and equivalents, 16% sovereign bonds and 3% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rothschild and Co Wealth Management Uk Limited?
Rothschild and Co Wealth Management Uk Limited’s direct owner is Rothschild & Co Wealth & Asset Management Sas (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Rothschild and Co Wealth Management Uk Limited get paid?
Rothschild and Co Wealth Management Uk Limited is paid through a percentage of assets under management and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file