ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-10-28 (in 5mo)
Last made up 2025-10-14
Watchouts
None on the register
Cash
£42M
-2.4% vs 2023
Net assets
£31M
+0.9% vs 2023
Employees
260
+10.6% vs 2023
Profit before tax
£30M
+11% vs 2023
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £113,117,000 | £127,739,000 | |
| Operating profit | £25,869,000 | £28,766,000 | |
| Profit before tax | £27,403,000 | £30,412,000 | |
| Net profit | £21,124,000 | £22,465,000 | |
| Cash | £43,505,000 | £42,446,000 | |
| Total assets less current liabilities | £34,150,000 | £38,155,000 | |
| Net assets | £31,114,000 | £31,379,000 | |
| Equity | £31,114,000 | £31,379,000 | |
| Average employees | 235 | 260 | |
| Wages | £42,405,000 | £47,499,000 | |
| Directors' remuneration | £4,266,000 | £3,812,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+12.9%
£113,117,000 £127,739,000
-
Cash
-2.4%
£43,505,000 £42,446,000
-
Net assets
+0.9%
£31,114,000 £31,379,000
-
Employees
+10.6%
235 260
-
Operating profit
+11.2%
£25,869,000 £28,766,000
-
Profit before tax
+11%
£27,403,000 £30,412,000
-
Wages
+12%
£42,405,000 £47,499,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 22.9% | 22.5% | |
| Net margin | 18.7% | 17.6% | |
| Return on capital employed | 75.8% | 75.4% | |
| Gearing (liabilities / total assets) | 57.8% | 58.3% | |
| Current ratio | 1.76x | 1.82x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 4 times since incorporation
- ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED 2018-10-31 → present
- ROTHSCHILD WEALTH MANAGEMENT (UK) LIMITED 2011-08-01 → 2018-10-31
- ROTHSCHILD PRIVATE MANAGEMENT LIMITED 2002-11-06 → 2011-08-01
- WILLIAM STREET WEALTH MANAGEMENT LIMITED 2002-05-13 → 2002-11-06
- FOCUSROTOR LIMITED 2002-04-15 → 2002-05-03
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors are satisfied that, at the time of approving the financial statements, there is a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future and, as a result, the Directors continue to adopt the going concern basis in preparing the financial statements.”
Significant events
- “It is proposed that an interim dividend of £7.5m is paid on 6 March 2025 out of the 2024 profits.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 30 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| N M ROTHSCHILD & SONS LIMITED | Corporate Secretary | 2003-01-28 | — | — |
| BOUET, Christian Louis Rene | Director | 2019-11-15 | Dec 1960 | French |
| COLEMAN, Christopher Lewis | Director | 2016-08-16 | Jun 1968 | British |
| CULLEN, Benedict John Stephen | Director | 2024-05-07 | Feb 1984 | British |
| HUDSON, Susan Beverley | Director | 2023-07-21 | Sep 1964 | British |
| KING, John Andrew | Director | 2022-03-01 | Oct 1964 | British |
| MACPHEE, Alexander Arnold | Director | 2007-02-21 | Jan 1961 | British |
| MORRELL, James Kent | Director | 2025-02-26 | Jul 1982 | British |
| POWELL, Gary Alan | Director | 2013-01-21 | Jun 1968 | British |
| WATSON, Helen Janet | Director | 2015-06-09 | Jul 1966 | British |
| WESTCOTT, Jonathan | Director | 2016-08-16 | Feb 1962 | British |
Show 30 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ROTHSCHILD ASSET MANAGEMENT UK HOLDINGS LIMITED | Corporate Secretary | 2002-05-03 | 2003-01-28 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 2002-04-15 | 2002-05-03 |
| BAXTER, Isobel Mary | Director | 2003-01-28 | 2005-10-20 |
| BUSSEY, Michael Adrian | Director | 2002-11-25 | 2006-09-26 |
| CARTER, Burr Noland | Director | 2006-07-27 | 2007-06-11 |
| DE ROTHSCHILD, Eric Alain Robert David, Baron | Director | 2003-02-26 | 2007-01-23 |
| DIDHAM, Andrew | Director | 2005-11-02 | 2007-01-23 |
| GOODWIN, Ian | Director | 2002-05-03 | 2002-12-20 |
| HARRIS, David Laurence | Director | 2003-01-28 | 2005-07-21 |
| HUNT, Michael Gordon | Director | 2007-02-21 | 2010-11-22 |
| JENKINS, Neil Patrick | Director | 2003-09-16 | 2006-07-27 |
| JOHNSON, Gareth Edward Morgan | Director | 2012-07-04 | 2018-03-08 |
| KARY, Mark Robert | Director | 2012-05-15 | 2015-04-27 |
| LUSH, Dean Anthony | Director | 2002-05-23 | 2007-01-23 |
| MACPHEE, Alexander Arnold | Director | 2002-05-03 | 2002-12-20 |
| MADDALENA, Veit De | Director | 2006-09-21 | 2007-01-23 |
| MALIK, John Kumar | Director | 2019-02-27 | 2023-04-26 |
| MANDUCA, Paul Victor Sant | Director | 2002-05-03 | 2002-11-30 |
| MARTIN, Peter James Lawrence | Director | 2003-01-28 | 2007-01-23 |
| MONTANI, Matthias Johannes | Director | 2011-01-14 | 2012-10-25 |
| NEWBURY, Warwick John | Director | 2021-01-18 | 2023-11-21 |
| NICOLAI, Marcel Dominique | Director | 2004-03-01 | 2007-01-23 |
| POWELL, Gary Alan | Director | 2006-12-04 | 2012-05-21 |
| ROBERTS, Malcolm John Binyon | Director | 2002-05-23 | 2007-01-23 |
| SKELLY, Stephen Thomas | Director | 2005-07-21 | 2007-01-23 |
| SMITH, Peter Alan | Director | 2003-01-28 | 2007-01-23 |
| TUCKWELL, Paul Hamilton | Director | 2003-01-28 | 2006-02-28 |
| TULLY, Martin Andrew | Director | 2003-02-26 | 2006-09-13 |
| WAIS, Guy Cesar Martin | Director | 2003-04-22 | 2006-06-30 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 2002-04-15 | 2002-05-03 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Alexandre Guy Francesco De Rothschild | Individual | Significant influence | 2023-10-11 | Active |
| Rothschild & Co Sca | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2023-10-11 |
Filing timeline
Last 20 of 205 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-31 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2025-10-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-06-30 | AA | accounts | Accounts with accounts type group | |
| 2025-03-04 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-15 | AAMD | accounts | Accounts amended with accounts type full | |
| 2024-06-24 | AA | accounts | Accounts with accounts type full | |
| 2024-05-07 | AP01 | officers | Appoint person director company with name date | |
| 2023-11-27 | TM01 | officers | Termination director company with name termination date | |
| 2023-10-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-10-24 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-10-24 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-08-02 | AP01 | officers | Appoint person director company with name date | |
| 2023-07-03 | AA | accounts | Accounts with accounts type full | |
| 2023-04-28 | TM01 | officers | Termination director company with name termination date | |
| 2022-10-26 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2022-09-12 | CH01 | officers | Change person director company with change date | |
| 2022-05-16 | AA | accounts | Accounts with accounts type full | |
| 2022-03-09 | AP01 | officers | Appoint person director company with name date | |
| 2021-10-14 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.