Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Rothschild and Co

  • Min. account size

    £1,000,000
  • Company type

    Investment Manager
  • Ownership

    Part of a listed group
  • Size of wealth manager

    National
  • Size

    Global
  • Founded

    1811

Rothschild and Co Factfile

Rothschild & Co’s Wealth Management business provides a range of services to some of the world’s most successful families and entrepreneurs. We advise our clients on all their financial and non-financial wealth, constructing portfolios to grow in value over time, outpacing inflation and avoiding large losses along the way. Our ‘wealth preservation’ approach, coupled with the stability and independence that comes with two centuries of family-controlled ownership, makes us an enduring home for our clients’ assets.

Portfolio types Mixed, Sustainable / ethical portfolios
Composition Equities, Funds, Bonds, Derivatives
Min. account size £1m
Contact Relationship manager
Outsourced
Inheritance Planning
Pension
Trusts
Offshore Structures
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1m
Other finance
Timezones UK/Europe
Ethical Investing

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