HOTTINGER & CO LIMITED
DBA: HOTTINGER
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.47B |
| Discretionary | $762.2M52% of AUM |
| Non-Discretionary | $710.1M |
| Client Accounts | 637 |
| Avg Account Size | $2.3M |
| Employees | 24 |
| Peak AUM | $1.47BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +23.6% | +14.2% | +22.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.47B |
| Discretionary | $762.2M |
| Employees | 24 |
| Client Accounts | 637 |
Contact & Location
Address
4 CARLTON GARDENS, ST. JAMES'S
LONDON SW1Y 5AA
United Kingdom
Phone
44 207 227 3400
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$762M
51.8% of AUM
Non-Discretionary
$710M
48.2% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
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