AdvisorCensus / Financial advisors / Rothschild and Co Wealth Management UK Limited
Rothschild and Co Wealth Management UK Limited
Filed as ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED
Rothschild and Co Wealth Management UK Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Rothschild and Co Wealth Management UK Limited compensated?
On its Form ADV (Item 5.E, October 2026), Rothschild and Co Wealth Management UK Limited reports these compensation arrangements: a percentage of assets under its management; commissions.
How much does Rothschild and Co Wealth Management UK Limited charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Rothschild and Co Wealth Management UK Limited located?
Rothschild and Co Wealth Management UK Limited's principal office is in London, United Kingdom, according to its Form ADV.
Is Rothschild and Co Wealth Management UK Limited registered with the SEC or a state?
Rothschild and Co Wealth Management UK Limited is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158022.
How much does Rothschild and Co Wealth Management UK Limited manage?
Rothschild and Co Wealth Management UK Limited reports $28,474,632,132 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (98% discretionary).
How have Rothschild and Co Wealth Management UK Limited's assets and staff changed since 2021?
In the Form ADV data for Rothschild and Co Wealth Management UK Limited: Regulatory assets under management: $16,721,747,005 in the October 2021 data and $28,474,632,132 in the October 2026 data, up 70%. Total employees: 150 in October 2021 and 304 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rothschild and Co Wealth Management UK Limited serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (4,220); charitable organizations (96); pension and profit sharing plans (but not the plan participants or government pension plans) (60).
Which custodians does Rothschild and Co Wealth Management UK Limited use?
Rothschild and Co Wealth Management UK Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Rothschild & Co Bank International Limited (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.
Does Rothschild and Co Wealth Management UK Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158022
Does Rothschild and Co Wealth Management UK Limited state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum client relationship size is $10,000,000, although we may accept smaller investments at our discretion."
What changed in Rothschild and Co Wealth Management UK Limited's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 44 to 46. Regulatory assets under management went from $24,447,122,599 to $28,474,632,132 (+16%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
Our fees are charged as a percentage of assets under management. The standard management fee is 1% per annum (plus VAT, if applicable).
Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum client relationship size is $10,000,000, although we may accept smaller investments at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$28,474,632,132 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (14 years)
- Employees
- Total: 304. Performing investment advisory functions: 46.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $28,474,632,132 | 304 | July 30, 2026 |
| October 2025 | $24,447,122,599 | 264 | March 28, 2025 |
| October 2024 | $22,659,691,826 | 274 | March 18, 2024 |
| October 2023 | $18,476,112,358 | 209 | June 29, 2023 |
| October 2022 | $20,124,706,204 | 150 | June 7, 2022 |
| October 2021 | $16,721,747,005 | 150 | March 26, 2021 |
Regulatory assets under management: $16,721,747,005 in the October 2021 data and $28,474,632,132 in the October 2026 data, up 70%.
Total employees: 150 in October 2021 and 304 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 44 to 46.
- Regulatory assets under management went from $24,447,122,599 to $28,474,632,132 (+16%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Rothschild and Co Wealth Management UK Limited (CRD 158022): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rothschild-and-co-wealth-management-uk-limited-london-158022