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The Hottinger Group

Multifamily office listing in London, United Kingdom.

  • SEC-registered
Headquarters
London, United Kingdom
Regulatory AUM
$1.5 billion
Employees
24
SEC CRD
316515

London-based international wealth manager and multi-family office serving wealthy individuals and families.

Overview

Hottinger provides bespoke advice and investment management for complex financial, investment and generational planning needs. Its core services include traditional wealth management, private investment placement and family office services.

History

The group says it was established in 1981 and serves multigenerational families in more than 16 countries.

Leadership

Penny Lovell is CEO. Andrew Butler-Cassar is Head of Private Clients, Rob Cloete is Chief Investment Officer, and Tim Sharp is Chief Compliance Officer and Money Laundering Reporting Officer. Mark Robertson is Chairman and Group CEO; he joined in 2013 and also serves as a director of group entities.

Rob Cloete joined Hottinger in April 2024 and specializes in global, multi-asset-class advice and investment management.

Services

Hottinger offers wealth management, private investment placement and family office services through an integrated suite of banking and private client offerings. The firm says these services are supported by a global team of around 50 staff.

What the firm offers

  • Investment management

Client Focus

The firm serves wealthy individuals, families and multigenerational families internationally. Its work is designed for clients managing complex financial, investment and generational planning needs.

Approach

Hottinger’s investment process uses fundamental economic analysis, a disciplined top-down approach and globally diversified strategies. The firm seeks investable opportunities with fundamental and enduring characteristics and aims to preserve capital and income through consistent performance.

Portfolio strategies are designed around each client’s specific needs and objectives, with risks explained and understood. Hottinger says its approach brings founding families and executives together through shared infrastructure and aligned commercial and legacy interests.

By the numbers

Regulatory AUM by year$0K$405M$810M$1.2B$1.6B2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 316515. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2022$1.0 billion$419 million$600 million
2023$989 million$558 million$431 million
2025$1.2 billion$613 million$579 million
2026$1.5 billion$762 million$710 million
Average AUM per client by year$0K$2M$3M$5M$7M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 316515. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2022$5 million
2023$4 million
2025$4 million
2026$6 million
Clients by type (2026)High net worth individuals110Individuals74Corporations17Other14Pension plans11Insurance companies8
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 316515. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals74
High net worth individuals110
Pension plans11
Insurance companies8
Corporations17
Other14
Employees by year071421282022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 316515. As of .
Employees reported on Form ADV
YearEmployees
202214
202320
202525
202624

FAQs

What does Hottinger do?

Hottinger provides wealth management, private investment placement, family office services and related banking and private client offerings.

Where does Hottinger operate?

The group is based in London and says it serves multigenerational families in more than 16 countries.

Is Hottinger regulated?

Hottinger & Co Limited reports authorization and regulation by the UK Financial Conduct Authority under reference number 208737. It is also registered with the U.S. Securities and Exchange Commission as an investment adviser under SEC file number 801-122761 and CRD number 316515.

  • LocationMultifamily offices in London

    This London focused page helps a family or business owner place Hottinger within the local multifamily office market. It can clarify which firms serve wealthy clients in the city and provide context for assessing investment management needs, geographic preferences, and the type of relationship expected from a London based adviser.

  • GuideMultifamily office services

    This overview outlines the services multifamily offices may provide to wealthy individuals and families. Use it to consider how investment management fits with broader needs such as planning, reporting, governance, or coordination with other professional advisers when reviewing Hottinger's offering.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides resources and a community for single family offices and wealthy families. Its material can help readers understand common priorities among families managing significant assets and prepare practical questions about investment management, decision making, confidentiality, and working with an international firm based in London.

  • GuideMultifamily office fees

    This page explains how multifamily office fees may be structured and what factors can affect total costs. Reviewing it can help a prospective client ask Hottinger clear questions about investment management charges, service scope, account size, and any additional expenses before comparing proposals.

  • Similar firmsArete Capital Partners LLP
    Artorius Wealth Management Limited
    Bedrock Group

    Profiles of Arete Capital Partners LLP, Artorius Wealth Management Limited, and Bedrock Group offer nearby points of comparison on this site. Reading them can help a family or business owner compare how similar firms describe investment management, client focus, and geographic reach alongside Hottinger's London based context.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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