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Rothschild & Co. Wealth Management UK LTD
Rothschild & Co Wealth Management UK Ltd is part of the Rothschild & Co group, headquartered at New Court, St Swithin's Lane, London. Founded in 2002, the firm serves wealthy families, entrepreneurs, foundations, and charities, offering comprehensive wealth management and advisory services. The London office is a historic financial hub for the firm, part of a multi-office footprint in the UK, and focuses on long-term wealth preservation and growth strategies for high-net-worth clients. The company employs a team of professionals as part of the larger Rothschild & Co network, which has had a presence on the site since 1809.
Investment Strategy
Rothschild & Co Wealth Management UK Ltd focuses on preserving and growing wealth for clients over generations. Their investment philosophy is centred on long-term, sustainable growth by investing in high-quality, trustworthy businesses and steering clear of short-term distractions. The firm offers advice, planning, and investment management, acting as a financial sounding board for clients and leveraging a global expert network. They tailor portfolios to each client’s goals, emphasizing risk management, structural advice, and sustainable value creation.
Latest 13F Filing Activity
Rothschild & Co. Wealth Management UK LTD filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $7B. The fund increased holdings in Union Pac Corp., Booking Holdings Inc., American Express Co. among other positions. Rothschild & Co. Wealth Management UK LTD reduced exposure to Berkshire Hathaway Inc. Del, Cable One Inc., Comcast Corp. New among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AXP | AMERICAN EXPRESS CO | 13.35% | $898.0M | 2,815,114 | $99.01 | $318.98 | +$151.2M |
B BKNG | BOOKING HOLDINGS INC | 11.88% | $799.2M | 138,056 | $1887.79 | $5789.24 | +$171.3M |
M MA | MASTERCARD INCORPORATED | 11.20% | $753.3M | 1,340,512 | $247.86 | $561.94 | +$31.6M |
| BERKSHIRE HATHAWAY INC DEL | 10.27% | $690.9M | 1,422,305 | $171.47 | $485.77 | -$52.8M | |
D DE | DEERE & CO | 8.91% | $599.4M | 1,178,858 | $141.62 | $508.49 | +$54.8M |
Industry Allocation
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