ROTHSCHILD & COMPANY WEALTH MANAGEMENT UK LTD

HTTP://WWW.ROTHSCHILDANDCO.COM LONDON, X0 How do I update this listing?

Rothschild & Company Wealth Management UK LTD is based out of London. Rothschild & Company Wealth Management UK LTD is a registered investment advisory firm with 1044 clients and discretionary assets under management (AUM) of $9,876,833,788 (Form ADV from 2019-04-01). Their last reported 13F filing for Q2 2019 included $1,393,437,000 in managed 13F securities and a top 10 holdings concentration of 99.42%. Rothschild & Company Wealth Management UK LTD's largest holding is S&P Global Inc. (McGraw-Hill Inc.) with shares held of 1,600,229. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time


Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ROTHSHILD & CO WEALTH MANAGEMENT UK LIMITED
NEW COURT ST SWITHIN'S LANE
LONDON    EC4N 8AL
Country: United Kingdom

Business Phone: +44 20 7280 5000
Fax: +44 20 7280 1514
Professional Investment Advisor Data
SEC Registration as : Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 132
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Commissions
Amount of client funds and securities:
Total Number of Clients: 1044
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments