Overview
Assets Under Management: $22.7 billion
High-Net-Worth Clients: 3,891
Average Client Assets: $3 million
Frequently Asked Questions
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158022), ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED is subject to fiduciary duty under federal law.
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED serves 3,891 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED manages $22.7 billion in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3,891
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,646
Discretionary Accounts: 3,632
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 158022
Last Filing Date: 2024-03-18 00:00:00
Website: https://rothschildandco.com