# 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.

- CRD: 158022
- Filed as: ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158022
- AdvisorCensus page: https://advisorcensus.com/firm/rothschild-and-co-wealth-management-uk-limited-london-158022

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1% of assets a year

> 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 minimum client relationship size is $10,000,000, although we may accept smaller investments at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Rothschild & Co Bank International Limited (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $28,474,632,132
- Discretionary: $28,030,028,420
- Non-discretionary: $444,603,712

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 4,220 | $10,932,582,951 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $16,805,580,585 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 60 | $51,773,424 |
| Charitable organizations | 96 | $633,160,223 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 27 | $51,534,949 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 304 total, 46 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rothschildandco.com](https://rothschildandco.com)
- Instagram @rothschildandco
- LinkedIn @rothschildandco

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,721,747,005 | 150 | March 26, 2021 |
| October 2022 | $20,124,706,204 | 150 | June 7, 2022 |
| October 2023 | $18,476,112,358 | 209 | June 29, 2023 |
| October 2024 | $22,659,691,826 | 274 | March 18, 2024 |
| October 2025 | $24,447,122,599 | 264 | March 28, 2025 |
| October 2026 | $28,474,632,132 | 304 | July 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rothschild and Co Wealth Management UK Limited (CRD 158022): Form ADV filing data as of October 2026.