Hottinger & Co Limited
- Regulatory AUM
- $1.5B
- Discretionary
- $762M
- Clients
- 234
- Avg AUM / client
- $6.3M
- Accounts
- 637
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $26.3M | 1.79% |
| High net worth individuals | 110 | $973M | 66.1% |
| Pension and profit sharing plans | 11 | $22.8M | 1.55% |
| Insurance companies | 8 | $43.3M | 2.94% |
| Corporations and other businesses | 17 | $358M | 24.3% |
| Other | 14 | $49.5M | 3.36% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sharp, Timothy, Nicholas | Director, Ceo, Cco, Senior Pm | Jan 2010 (17y) | Less than 5% | |
| Robertson, Mark, James | Director, Mlro | Oct 2016 (10y) | ≈ 14.06% – 50% via Hottinger Group Limited | |
| Byrne, Conor, Joseph | Coo, Cfo | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hottinger Private Office Limited | Shareholder | Jul 2016 | A | 75% or more |
| Hottinger Group Limited | Shareholder | Jun 2022 | B | ≈ 56.25% – 100% via Hottinger Private Office Limited |
| Edmond De Rothschild Holding S.A. | Shareholder | Dec 1971 | B | ≈ 10.55% – 50% via Edmond De Rothschild Suisse S.A. |
| Estate Of Baron Benjamin De Rothschild | Shareholder | Jan 2021 | B | ≈ 7.91% – 50% via Edmond De Rothschild Holding S.A. |
| Gf Archo Limited | Shareholder | Jul 2016 | B | 50% – 75% of Archo Limited (indirect) |
| Edmond De Rothschild Suisse S.A. | Shareholder | Jun 2022 | B | ≈ 14.06% – 50% via Hottinger Group Limited |
| Archo Limited | Shareholder | Jul 2016 | B | GP / trustee / elected manager of Hottinger Private Office Limited (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robertson, Mark, James: 25% – 50% of Hottinger Group Limited × 75% – 100% of Hottinger Private Office Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Hottinger Group Limited: 75% – 100% of Hottinger Private Office Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Edmond De Rothschild Holding S.A.: 75% – 100% of Edmond De Rothschild Suisse S.A. × 25% – 50% of Hottinger Group Limited × 75% – 100% of Hottinger Private Office Limited × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Estate Of Baron Benjamin De Rothschild: 75% – 100% of Edmond De Rothschild Holding S.A. × 75% – 100% of Edmond De Rothschild Suisse S.A. × 25% – 50% of Hottinger Group Limited × 75% – 100% of Hottinger Private Office Limited × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Edmond De Rothschild Suisse S.A.: 25% – 50% of Hottinger Group Limited × 75% – 100% of Hottinger Private Office Limited × 75% – 100% direct ≈ 14.06% – 50% 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) | 03/31/2026 | 1.16 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Edmond De Rothschild (Europe) S.A. $311M (21% of AUM) Mar 2026
- Edmund De Rothschild (Suisse) Sa Geneva $300M (29% of AUM) Jun 2022
- Banque Julius Baer Et Cie Sa $271M (18% of AUM) Mar 2026
- Edmund De Rothschild $212M (35% of AUM) Feb 2022
- Pershing $169M (14% of AUM) Mar 2024
- Credo $137M (9% of AUM) Mar 2026
- J.P. Morgan $132M (11% of AUM) Mar 2024
- Bank Julius Baer & Co Ltd Guernsey Branch $61.9M (10% of AUM) Feb 2022
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗