Rothschild And Co Wealth Management Uk Limited
- Regulatory AUM
- $28.5B
- Discretionary
- $28.0B
- Clients
- 4,430
- Avg AUM / client
- $6.4M
- Accounts
- 4,441
- Employees
- 304
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 4,220 | $10.9B | 38.4% |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 27 | $16.8B | 59.0% |
| Pension and profit sharing plans | 60 | $51.8M | 0.18% |
| Charitable organizations | 96 | $633M | 2.22% |
| Corporations and other businesses | 27 | $51.5M | 0.18% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Powell, Gary, Alan | Director | Jan 2013 (14y) | Less than 5% | |
| Watson, Helen, Janet | Director, Ceo | Sep 2015 (11y) | Less than 5% | |
| Coleman, Christopher, Lewis | Director | Aug 2016 (10y) | Less than 5% | |
| Bouet, Christian, Louis Rene | Director | Nov 2019 (7y) | Less than 5% | |
| Macphee, Alexander, Arnold | Director | Jan 2020 (7y) | Less than 5% | |
| Westcott, Jonathan | Director | Jan 2020 (7y) | Less than 5% | |
| King, John, Andrew | Director | Mar 2022 (4y) | Less than 5% | |
| O'hagan, Tara, Kristen | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Hudson, Susan, Beverly | Director | Jul 2023 (3y) | Less than 5% | |
| De Rothschild, Alexandre, Guy Francesco | Elected Manager | Oct 2023 (3y) | GP / trustee / elected manager of Rothschild & Co Sca (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rothschild & Co Wealth & Asset Management Sas | Direct Owner | Mar 2022 | A | 75% or more |
| Rothschild & Co Sca | Shareholder | Mar 2022 | B | ≈ 56.25% – 100% via Rothschild & Co Wealth & Asset Management Sas |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rothschild & Co Sca: 75% – 100% of Rothschild & Co Wealth & Asset Management Sas × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Rothschild Bank Ag Zurich $7.7B (55% of AUM) Dec 2020
- Rothschild & Co Bank International Limited $7.5B (27% of AUM) Mar 2026
- Northern Trust $1.2B (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗