ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED
Company Information
- Company Number
- 04416252
- Registered Address
- New Court, St Swithin's Lane, London, EC4N 8AL
- Status
- Active
- Employee Count
- 260
- Turnover
- £127,739,000
- EBITDA
- £29,126,000
Additional Details
- Website
- https://rothschild.com
- Company Type
- Private limited Company
- Incorporated On
- 15 April 2002
- Nature of Business
- 64999 - Financial intermediation not elsewhere classified
- Industries
- Financial Services
- Region
- London
Time to Pay
Payment Timeline
Payment Features
Payment Score History
Performance Reports History
| Reporting Period | Filing Date | Average Time to Pay (days) | Paid within 30 days | Paid 31-60 days | Paid after 60 days | Not Paid within Terms |
|---|---|---|---|---|---|---|
| 01 Jan 2025 - 30 Jun 2025 | 15 Jul 2025 | 35 | 75% | 17% | 8% | 25% |
| 01 Jan 2024 - 30 Jun 2024 | 17 Jul 2024 | 40 | 74% | 15% | 11% | 26% |
| 01 Jul 2023 - 31 Dec 2023 | 23 Jan 2024 | 47 | 73% | 14% | 13% | 27% |
| 01 Jan 2023 - 30 Jun 2023 | 23 Jan 2024 | 56 | 65% | 19% | 16% | 35% |
| 01 Jul 2022 - 31 Dec 2022 | 23 Jan 2024 | 39 | 66% | 20% | 14% | 42% |
| 01 Jan 2022 - 30 Jun 2022 | 19 Jul 2022 | 40 | 72% | 17% | 11% | 34% |
| 01 Jul 2021 - 31 Dec 2021 | 19 Jul 2022 | 58 | 64% | 19% | 17% | 41% |
| 01 Jan 2021 - 30 Jun 2021 | 28 Jul 2021 | 49 | 67% | 19% | 14% | 37% |
| 01 Jul 2020 - 31 Dec 2020 | 20 Jan 2021 | 44 | 72% | 14% | 14% | 34% |
| 01 Jan 2020 - 30 Jun 2020 | 29 Jul 2020 | 41 | 69% | 15% | 16% | 42% |
| 01 Jul 2019 - 31 Dec 2019 | 28 Jan 2020 | 36 | 75% | 16% | 9% | 34% |
| 01 Jan 2018 - 30 Jun 2018 | 24 Jul 2018 | 48 | 74% | 14% | 12% | 27% |
Payment Time Trends
Payment Distribution Trends
Invoice Payment Practices
This information is as reported by the business, and responses are in their own words.
Payment Terms
Standard payment terms
Rothschild & Co Wealth Management UK Limited agrees appropriate terms of payment with suppliers for each transaction or series of transactions, and abides by those terms based on the timely submission of valid invoices. In the absence of agreed terms with a supplier, the Company’s policy is to pay within 30 days of receipt of a valid invoice. The most frequently agreed term with suppliers is 30 days from receipt of a valid invoice.
Were there any changes to the standard payment terms in the reporting period?
No information available
Any other information about payment terms
N/A
Maximum contractual payment period agreed
60
Dispute Resolution Process
All invoices issued to R&Co Wealth Management UK Limited are sent in the first instance to the appropriate individual / team that ordered the goods or services for approval and authorisation. In the event of any dispute, R&Co Wealth Management UK Limited will aim to resolve as quickly as possible. As a result, the initial attempt to resolve any dispute will be by the individual / team who ordered the goods or services and they will enter into a formal discussion with the supplier. In the rare event that resolution is not agreed then it is escalated to senior management and Accounts Payable for resolution. Once the dispute has been resolved, the invoice will be paid in the next payment run.
Other Payment Information
Has this business signed up to a code of conduct or standards on payment practices?
For example, signatories to The Prompt Payment Code must commit to paying 95% of their invoices within 60 days.
❌
Does this business offer e-invoicing in relation to qualifying contracts?
This is where suppliers can electronically submit and track invoices. It's not just allowing suppliers to email them an invoice.
❌
Does this business offer supply chain finance?
This is where a supplier who has submitted an invoice can be paid by a third-party finance provider earlier than the agreed payment date. The business would then pay the finance provider the invoiced sum.
❌
Under its payment practices and policies, can this business deduct sums from payments under qualifying contracts as a charge for remaining on a supplier list?
❌
During the reporting period, did the business deduct sums from payments as a charge for remaining on a supplier list?
No information available
Company Summary
ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED is a leading wealth management firm based in the United Kingdom. They offer a range of services and products to help individuals and families manage and grow their wealth.
Their sustainability program focuses on responsible investing, with a commitment to integrating environmental, social, and corporate governance (ESG) factors into their investment decisions. They also have a strong focus on diversity and inclusion, both within their own company and in their investment strategies.
Their products and services include investment management, financial planning, and wealth advisory services. They work closely with their clients to understand their individual needs and goals, and provide tailored solutions to help them achieve their financial objectives.
Some key people at ROTHCHILD & CO WEALTH MANAGEMENT UK LIMITED include Oliver Bolitho, the CEO, and Andrew Gordon, the Head of Wealth Management. They have a team of experienced and knowledgeable wealth managers and advisors who work with clients to provide personalized and comprehensive financial solutions.
Their registered office address is 71 Queen Victoria Street, London, EC4V 4AY. Their website, www.rothschildandco.com/uk/wealth-management, provides more information about their services, sustainability program, and team members. They also have contact information available on their website for individuals interested in learning more about their services or becoming a client.
