Investec Asset Management Limited is a large advisory firm based in London. It manages $105.96 billion of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2012.
Investec Asset Management Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investec Asset Management Limited is $105.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 772% since the beginning of its operation, and $105.09 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Investec 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.
The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Philip Alexander Anker is pooled investment vehicles with 110 clients and $58.88 billion of assets under management. Among the 10 most similar advisory firms, Investec Asset Management Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $105.96 billion for 229 clients. 98% of the firm’s clients are foreign persons or businesses.
Investec Asset Management Limited also advises several private funds.
The company employs 457 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philip Alexander Anker has been acting as President since 1 Oct 2018. Domenico Ferrini has served as the Chief Investment Officer since 1 Sep 2004. Kim Mary Mcfarland joined the executive team most recently as the Executive Director Of Investec Group, Finance Director Of Iaml.
The principal office where Investec Asset Management Limited performs its advisory services is located at Woolgate Exchange, London, Ec2 V 5 Ha, 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 44 0 20 7597 2000 or by fax 44 0 20 7597 2054. The normal business hours are 09:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at investecassetmanagement.com/.