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Rothschild & Co Wealth Management UK
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED is a London-based SEC-registered investment adviser since 2011. The firm manages $28.5 billion in assets, with...
Rothschild & Co Wealth Management UK
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED is a London-based SEC-registered investment adviser since 2011. The firm manages $28.5 billion in assets, with $28.0 billion on a discretionary basis. It has 304 employees and 46 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
New Court, St Swithin's Lane, London, EC4N 8AL, United Kingdom
Additional offices
Manchester · Edinburgh · Channel Islands · Switzerland · Luxembourg
Principals
Nigel Higgins
Chairman, Rothschild & Co
Alexander de Rothschild
Executive Chairman, Rothschild & Co
David Benz
CEO, Rothschild & Co Wealth Management UK
Sector focus
Frequently asked questions
Who manages investment decisions at Rothschild & Co Wealth Management UK?
David Benz serves as CEO of Rothschild & Co Wealth Management UK, overseeing the wealth management operations. The firm's investment committee, comprising senior professionals, allocates capital across asset classes including private equity, real estate, and hedge funds (per Rothschild & Co, 2024).
How does the firm source proprietary deal flow?
The firm leverages Rothschild & Co's global advisory network, which includes M&A, restructuring, and asset management divisions. This gives its wealth management clients access to deal flow that originates from the group's investment banking activities, particularly in European mid-market transactions.
Does the firm invest through fund commitments or only direct deals?
The firm uses both channels — it commits capital to external private equity, real estate, and hedge fund vehicles, and also participates in direct co-investments. The balance depends on client mandates and the availability of proprietary opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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