Hottinger Group
Hottinger Group is a London-based international wealth management and multi-family office serving high-net-worth individuals and families across 16+ countries, offering bespoke discretionary investment management, family office, outsourced CIO, private market access, and credit services. Since February 2025 it has operated as an Edmond de Rothschild company following a 70% majority acquisition.
- Company typePrivate
- Founded1981
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Hottinger Group does
Hottinger Group is a London-based international wealth management and multi-family office, headquartered at 4 Carlton Gardens in St James's, serving wealthy individuals and families across more than 16 countries. Founded in 1981 and tracing its lineage to the historic Hottinger European banking dynasty, the firm delivers bespoke discretionary investment management, multi-generational family office services, outsourced CIO solutions, US Persons cross-border services, credit/portfolio lending brokerage, and access to private market opportunities via the subscription-based Hottinger Investment Circle. It is authorised and regulated by the FCA (registration 208737) and registered with the SEC as an investment adviser.
The firm's core technology stack is modest: it operates client-facing portals (Hottinger Portal, Investment Circle on Delio Online, Cash Management Service powered by Insignis Cash) but has no proprietary technology platforms, no public APIs, and no disclosed AI/ML capabilities. Revenue is generated primarily through recurring fees as a percentage of assets under management on discretionary mandates, supplemented by retainer fees for family office, Outsourced CIO, and Investment Circle subscriptions, plus transaction-based credit brokerage fees.
Since February 2025, Hottinger has operated as an Edmond de Rothschild company following the Swiss private banking group's acquisition of a 70% majority stake, an evolution of a minority partnership that began in 2021. The change in ownership brought new leadership, with Penny Lovell appointed Group CEO and Mark Robertson transitioning to Chairman, while founding partners retained minority equity and advisory roles. The Edmond de Rothschild parent manages CHF 163bn in assets and employs 2,600 professionals across New York, London, Geneva, Zurich, Luxembourg, and the Channel Islands, providing Hottinger with materially expanded institutional resources, manager access, and cross-border distribution potential.
Hottinger Group firmographics
Firmographics- Name
- Hottinger Group
- Legal name
- Hottinger & Co. Limited
- Website
- https://hottinger.co.uk
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Hottinger Group is a London-based international wealth management and multi-family office serving high-net-worth individuals and families across 16+ countries, offering bespoke discretionary investment management, family office, outsourced CIO, private market access, and credit services. Since February 2025 it has operated as an Edmond de Rothschild company following a 70% majority acquisition.
- Ownership category
- akta.pro rank
Hottinger Group industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industry
- Lifestyle, Concierge & Personal Services Management (FSAAADAJ)
Keywords
Where Hottinger Group is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Hottinger Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Management Fees: Discretionary portfolio management services where Hottinger manages client investments with complete discretion within agreed guidelines. Fees are typically charged as a percentage of assets under management.
- Family Office Services: Comprehensive multi-generational family investment charter development, private investment committee services, and ongoing portfolio monitoring and reporting. Revenue derived from advisory and management fees.
- Hottinger Investment Circle: Annual retainer fee for access to a dedicated online platform displaying direct private investment opportunities. Members typically invest in shares or debt securities of unlisted entities or secured lending to such entities.
- Credit Brokerage Services: Portfolio lending facilitation where private banks provide lending facilities secured against investment portfolios. Also includes capital raising and distribution of syndicated debt/loan opportunities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Annual retainer fee for access to Hottinger Investment Circle private investment platform |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Hottinger Group product offering
Product offeringCore offering
Hottinger Group is an international wealth management and multi-family office providing independent, bespoke discretionary investment management and advisory services to wealthy individuals and families. Core offerings include discretionary portfolio management, family office and multi-generational wealth planning, outsourced CIO services, portfolio lending/credit brokerage, US persons cross-border wealth services, and the Hottinger Investment Circle private-markets platform. The firm operates as an Edmond de Rothschild company, regulated by the FCA and registered with the SEC.
Product overview
Hottinger Group is an international wealth management and multi-family office offering a comprehensive suite of investment services. The core offering centers on Discretionary Investment Management with bespoke portfolio construction, supplemented by specialized services including the AIM Portfolio Service for IHT mitigation, ETF Portfolio Service for passive implementation, and Execution Only Brokerage. The Family Office Services provide multi-generational wealth planning through private investment committees and Outsourced CIO Services. Additional services include Treasury/Cash Management (powered by Insignis Cash), Portfolio Lending through credit brokerage, and the Hottinger Investment Circle for private market access. US Persons Services cater to cross-border wealth management needs. The firm operates as an Edmond de Rothschild company with an endowment-style investment approach.
Differentiator
Problem solved
Functional benefit
Brands
- Hottinger Investment Circle: A dedicated online platform displaying direct investment opportunities for private investors, involving shares or debt securities of unlisted entities or secured lending.
- Outsourced CIO Services
Products and services
- Family Office Services
Companies that use Hottinger Group
Customer profileSegments3 records
Ideal customer profiles3 records
Hottinger Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Hottinger Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
Hottinger Group competitors and assessment
Company assessmentDirect peers
- Stonehage Fleming: International multi-family office providing discretionary investment management, family office, and intergenerational wealth planning to UHNW families across multiple jurisdictions. Direct competitor offering comparable family-office, outsourced CIO, and private-markets solutions to similar HNW/UHNW client base.
- Hoxton Capital Management: UK-based wealth management firm specializing in cross-border financial planning for US expatriates and internationally mobile clients. Direct competitor in the US-persons/expat wealth management niche.
- Cazenove Capital (Schroders): UK-based multi-family office within the Schroders group, providing bespoke investment management, family office, and wealth planning services to wealthy families and individuals. Closest UK direct peer in the multi-family office segment.
- Kleinwort Hambros (BNY Mellon): UK private bank and wealth manager serving HNW and UHNW clients with investment management, credit, and family-office services. Direct competitor offering comparable cross-border wealth advisory services through BNY Mellon's global infrastructure.
Regional players
- Quintet Private Bank: European private bank headquartered in Luxembourg serving HNW/UHNW clients with discretionary wealth management, family office, and credit services across continental Europe. Comparable European boutique private bank serving internationally mobile wealthy families.
Broad incumbents
- Coutts: Iconic UK private bank serving HNW and UHNW clients with discretionary investment management, lending, and family office-adjacent services. Broader incumbent in the same UK private wealth segment, competing for similar client relationships.
- Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and trust services to HNW individuals and charities. Broader UK wealth incumbent competing for similar UHNW/HNW mandates.
- BNY Mellon Wealth Management: Global wealth manager providing investment management, trust and estate planning, and family office services to UHNW families. Broader incumbent in the global private wealth segment with overlapping service offerings.
- Evelyn Partners (formerly Tilney Smith & Williamson): UK wealth management and professional services firm offering investment management, financial planning, and family office services to HNW clients. Comparable boutique-to-mid-market UK wealth manager with similar multi-generational advisory focus.
- Seven Investment Management (7IM): UK wealth manager providing discretionary portfolio management, model portfolios, and platform services to HNW clients and advisers. Broader UK incumbent competing in the discretionary investment management segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Hottinger Group social profiles
Digital presenceHottinger Group compliance and trust
Trust signalCompliance6 records
Hottinger Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hottinger Group leadership team
Management profileNumber of profiles
Profiles8 records
Hottinger Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hottinger Group M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hottinger Group
What does Hottinger Group do?
Hottinger Group is an international wealth management and multi-family office providing independent, bespoke discretionary investment management and advisory services to wealthy individuals and families. Core offerings include discretionary portfolio management, family office and multi-generational wealth planning, outsourced CIO services, portfolio lending/credit brokerage, US persons cross-border wealth services, and the Hottinger Investment Circle private-markets platform. The firm operates as an Edmond de Rothschild company, regulated by the FCA and registered with the SEC.
Is Hottinger Group a public or private company?
Hottinger Group is a private company. It is classified as corporate owned and is currently operating.
When was Hottinger Group founded?
Hottinger Group was founded in 1981. It employs 11 to 50 people.
Where is Hottinger Group based?
Hottinger Group is headquartered in London, United Kingdom, in the Europe region.
How does Hottinger Group make money?
Four revenue lines are on record. Investment Management Fees are the primary driver. The others are family Office Services, hottinger Investment Circle and credit Brokerage Services.
Who are Hottinger Group's main competitors?
Direct peers on record are Stonehage Fleming, Hoxton Capital Management, Cazenove Capital (Schroders) and Kleinwort Hambros (BNY Mellon). Quintet Private Bank is listed as a regional player. Broad incumbents are Coutts, Rathbones Group, BNY Mellon Wealth Management, Evelyn Partners (formerly Tilney Smith & Williamson) and Seven Investment Management (7IM).
Does Hottinger Group have an API?
No public API is recorded for Hottinger Group.
What industry is Hottinger Group in?
Hottinger Group's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAJ, Lifestyle, Concierge & Personal Services Management. Its NAICS code is 523940.