Rothschild Wealth Management (Uk) Ltd. is a large advisory firm based in London. It manages $10.52 billion of regulatory assets for 1,746 client accounts. It has been registered with the SEC as an adviser since 2012.
Rothschild Wealth Management (Uk) provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rothschild Wealth Management (Uk) Ltd. is $10.52 billion. The firm's AUM has grown by 100% since the beginning of its operation, and $10.51 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rothschild Wealth Management (Uk) Ltd. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Alexander Arnold Macphee is high net worth individuals with 1,655 clients and $9.04 billion of assets under management. Among the 11 most similar advisory firms, Rothschild Wealth Management (Uk) has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $10.52 billion for 1,746 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.
Rothschild Wealth Management (Uk) also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 96 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alexander Arnold Macphee has been acting as President since 1 Jan 2009. Anna Frances Grace O'shaughnessy joined the executive team most recently as the Head Of Compliance.
The principal office where Rothschild Wealth Management (Uk) Ltd. performs its advisory services is located at New Court, London, Ec4 N 8 Al, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 20 7280 5000 or by fax +44 20 7280 1514. The normal business hours are 9.00am - 5.00pm on Monday - Friday. You can find more information about the New York firm at rothschild.com.