Rothschild & Co Wealth Management UK Ltd
London, X0 · CIK 1784260 · 13F filing filed 2026-07-28
SEC-registered investment adviser since 2011 · corporation
- Assets managed$28.5bn
- Staff304 · 46 in investment roles
- Main clients (by assets)Private funds 59%, High net worth individuals 38%, Charities 2%
- Websiterothschildandco.com
- Form ADV · 2026-07-30SEC adviser record
- Legal entityROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED (GB)
- Part of ROTHSCHILD & CO (FR)
- Kindprivate equity, structured credit, FCA fund manager
- Others nearbyLondon, New York, NY, Manhattan Beach, CA, Luxembourg, Daly City, CA
- FamilyROTHSCHILD & CO · 6 related pages
As an employer
- UK employer size500 to 999
- Offices in1 country
In the UK
- FCA-authorised companies3
- Manages investmentsyes
- Retail clientsyes
6 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.
| Company | Staff |
|---|---|
| N. M. ROTHSCHILD & SONS LIMITED Private Limited CompanyFCA: Authorised · advises | |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals, custody | |
| FIVE ARROWS MANAGERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, advises, deals |
| Gender pay gap report | Size | Hourly gap |
|---|---|---|
| N. M. ROTHSCHILD & SONS LIMITED2025 | 500 to 999 | 44.0% |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED2025 | 250 to 499 | 29.6% |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$6.9bn
reported value
+6.0% vs Q1 2026
25positions
92.4%in top 10
0 new
5 added
19 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| AMERICAN EXPRESS CO AXP | $960.0m13.86% | Reduced -5.9k |
| BOOKING HOLDINGS INC BKNG | $764.7m11.04% | Reduced -7.1k |
| DEERE & CO DE | $738.0m10.65% | Reduced -30.5k |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $729.8m10.53% | Reduced -8.0k |
| MASTERCARD INCORPORATED MA | $693.0m10.00% | Reduced -3.3k |
| SUNBELT RENTALS HOLDINGS INC SUNB | $634.5m9.16% | Added +142.0k |
| S&P GLOBAL INC SPGI | $543.4m7.84% | Reduced -8.2k |
| MOODYS CORP MCO | $500.4m7.22% | Reduced -4.0k |
| CANADIAN PACIFIC KANSAS CITY CP | $452.6m6.53% | Reduced -40.8k |
| TEXAS INSTRS INC TXN | $384.0m5.54% | Reduced -51.9k |
| COMCAST CORP NEW CMCSA | $277.5m4.01% | Reduced -191.1k |
| CHARTER COMMUNICATIONS INC N CHTR | $81.1m1.17% | Added +7.2k |
| WAYFAIR INC W | $32.4m0.47% | Added +53.0k |
| VISA INC V | $30.9m0.45% | Added +13.6k |
| LIBERTY BROADBAND CORP LBRDK | $30.7m0.44% | Reduced -13.4k |
| VERSANT MEDIA GROUP INC VSNT | $15.9m0.23% | Reduced -5.9k |
| CABLE ONE INC CABO | $14.7m0.21% | Reduced -3.5k |
| CANADIAN NATL RY CO CNI | $11.0m0.16% | Added +14.7k |
| ISHARES TR EWU | $8.0m0.12% | Reduced -60.2k |
| RYANAIR HOLDINGS PLC RYAAY | $7.2m0.10% | Reduced -1.3k |
| GCI LIBERTY INC GLIBK | $5.4m0.08% | Reduced -3.5k |
| ISHARES TR AAXJ | $5.3m0.08% | Reduced -5.7k |
| ISHARES TR IVV | $3.7m0.05% | Unchanged |
| ISHARES INC IEMG | $2.5m0.04% | Reduced -32.6k |
| VANGUARD INTL EQUITY INDEX F VGK | $767.3k0.01% | Reduced -15.8k |