# Rothschild & Co Wealth Management UK

Rothschild & Co Wealth Management UK is a Multi Family Office based in London, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** New Court, St Swithin's Lane, London, EC4N 8AL, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** rothschildandco.com

## Regulatory record

- **CRD number:** 158022
- **SEC file number:** 801-72759
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158022

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Fixed Income
- Infrastructure
- Private Credit

## Offices

- Manchester
- Edinburgh
- Channel Islands
- Switzerland
- Luxembourg

## People

- Nigel Higgins — Chairman, Rothschild & Co
- Alexander de Rothschild — Executive Chairman, Rothschild & Co
- David Benz — CEO, Rothschild & Co Wealth Management UK

## 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.

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Last updated: 2026-07-06T01:24:24.654Z

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