Windmill Hill Asset Management Limited (Waddesdon)


Windmill Hill Asset Management Limited is a large advisory firm based in Waddesdon. It manages $3.24 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013.

Windmill Hill Asset Management Limited provides portfolio management for pooled investment vehicles and portfolio management for endowments, charities and other business entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Windmill Hill Asset Management Limited: assets under management

The assets under management (AUM) of Windmill Hill Asset Management Limited is $3.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.5 million each.
Windmill Hill Asset Management Limited has custody of $3.24 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Windmill Hill Asset Management Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Windmill Hill Asset Management Limited

Nathaniel Charles Jacob Rothschild has been acting as President since 1 Nov 1999. Magnus James Goodlad joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Nathaniel Charles Jacob Rothschild Chairman 1 Nov 1999 Other 6246743
Craig Christian Armstrong Investment director 1 Mar 2007 Other 6247202
Adam Edward Spencer Bennett Chief compliance officer 1 Apr 2009 Other 6246744
Leslie Jane Ferrar Director 1 Jan 2013 Other 6246741
Jonathan Andrew Kestenbaum Director 1 Jan 2013 Other 6246757
Hannah Mary Rothschild Director 1 Jan 2013 Other 6246755
Eli Jean Muraidekh Investment director 1 Jan 2013 Other 2083295
Eli Sean Muraidekh Investment director 1 Jan 2013 Other 2083295
Fondation Berma Shareholder 1 May 2013 75% - 100% 13-3068203
The Rothschild Foundation Shareholder 1 May 2013 Other 00-0000000
Rothschild Foundation (Hanadiv) Europe Shareholder 1 May 2013 Other 00-0000000
Ron Yedidia Tabbouche Investment director 1 Jul 2013 Other 6246748
Denis Graham Raeburn Deputy chairman 1 Sep 2013 Other 6246740
Daniel Fadlun Investment director 1 Nov 2013 Other 6270504
Magnus James Goodlad Director 1 Nov 2014 Other 6039818

Based in Waddesdon

The principal office where Windmill Hill Asset Management Limited performs its advisory services is located at Windmill Hill, Silk Street, Waddesdon, Hp18 0 Jz, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 0044-203-588-1807 or by fax 0044-845-834-0352. The normal business hours are 9:00 am - 5:30pm on Monday - Friday.