Rothschild and Co Wealth Management Uk Limited

Registered investment adviser · London · CRD #158022

Form ADV data as of 2026-09-01

Regulatory assets

$28.47 billion

Total accounts

4,441

Employees

304

Disclosure events

Firm details

Website: http://www.rothschildandco.com
Telephone: +44 20 7280 5000
SEC file number: 801-72759
Most recent Form ADV filing: 2026-07-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$28.03 billion
Non-discretionary regulatory assets under management	$444.6 million
Total regulatory assets under management	$28.47 billion
Discretionary accounts	4,426
Non-discretionary accounts	15
Total accounts	4,441
Regulatory assets under management attributable to non-U.S. persons	$28.09 billion

People

Total employees (excluding clerical)	304
Employees performing investment advisory functions (including research)	46
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementCommissions

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Other investment adviser (including financial planners)Banking or thrift institution

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Brokers or dealers selected under 8.C.(3) are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
High net worth individuals	4,220	$10.93 billion
Pooled investment vehicles (other than investment companies and BDCs)	27	$16.81 billion
Pension and profit sharing plans (not the participants or government plans)	60	$51.8 million
Charitable organizations	96	$633.2 million
Corporations or other businesses not listed above	27	$51.5 million