ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED

CRD 158022File 801-72759

APPROVED

Retail clients

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$28.47B

Top 10% of cohort (national)

Discretionary AUM

$28.03B

Non-discretionary $444.6M

Clients

4,430

4,441 accounts

Employees

304

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Oct 4, 2011
Principal office: NEW COURT, ST SWITHIN'S LANE, LONDON, EC4N 8AL
Phone: +44 20 7280 5000
Website: HTTP://WWW.ROTHSCHILDANDCO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $28.47B
Discretionary AUM: $28.03B
Non-discretionary AUM: $444.6M
Discretionary accounts: 4,426
Non-discretionary accounts: 15
Total accounts: 4,441
AUM per client: $6.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	27	$51.5M
Charitable organizations	96	$633.2M
High net worth individuals	4,220	$10.93B
Pooled investment vehicles	27	$16.81B
Banking or thrift institutions	Fewer than 5	$0
Pension and profit sharing plans	60	$51.8M
Individuals (other than high net worth individuals)	Fewer than 5	$0

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.