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Building 2ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED

Map pinLONDON
Phone+44 20 7280 5000
NotebookSEC #801-72759
Total AUM
$28.5B
Employees
304
Clients
4,432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
NEW COURT
ST SWITHIN'S LANE
LONDON
EC4N 8AL
United Kingdom
Operating Hours
9.00AM - 5.00PM
Monday - Friday
Phone
+44 20 7280 5000

ReceiptFinancials

Total AUM
$28.5B
Accounts
4,441
Discretionary
$28B
Accounts
4,426
Non-Discretionary
$444.6M
Accounts
15

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
4,220
AUM
$10.9B
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
27
AUM
$16.8B
Pension/Profit Sharing Plan Clients
60
AUM
$51.8M
Charitable Organization Clients
96
AUM
$633.2M
Corporation or Business Clients
27
AUM
$51.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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