Rothschild And Co Wealth Management UK Limited

Overview

Rothschild And Co Wealth Management UK Limited is an independent registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and provides portfolio management across individual and pooled vehicles as well as mandates for businesses and institutions. Compensation sources include percentage-of-AUM fees and commissions. Filings indicate the firm does not position itself as an active ESG investor and it is not organized as a multi-state or newly formed adviser. Regulatory and industry affiliations link the business to other investment advisers and banking or thrift institutions. The adviser operates with a blend of discretionary and non-discretionary mandates and offers separately managed account capability as well as management for pooled investment vehicles.

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Location & Offices