Rothschild & Co Bank Ag
$651M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$297M
$331M
2024
2025
Same-firm comparison: 1 firms that reported Rothschild & Co Bank Ag in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2023.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nevastar Finance Ltd | $331M | $1.7B | 19.7% | 03/24/2026 |
| Gam London Limited | $320M | $9.4B | 3.4% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.