Lloyds Tsb Offshore Private Clients Limited (Jersey, Channel Islands)

Name: Lloyds Tsb Offshore Private Clients Limited
Address: 11/12 Esplanade, Jersey, Channel Islands, Je4 8 Rs
Telephone: 44 1534 845845

Lloyds Tsb Offshore Private Clients Limited is an adviser based in Jersey, Channel Islands. It manages $69.55 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, New York, and Virginia.

Lloyds Tsb Offshore Private Clients Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lloyds Tsb Offshore Private Clients Limited: assets under management

The assets under management (AUM) of Lloyds Tsb Offshore Private Clients Limited is $69.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 569% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $915.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lloyds Tsb Offshore Private Clients Limited for their services and products based on a percentage of assets under management and fixed 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 Lloyds Tsb Offshore Private Clients Limited

Michael Clarence Le Masurier has been acting as President since 1 Jan 1997. Nicholas John Boys Smith joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Clarence Le Masurier	Director	1 Jan 1997	Other	4363536
Michael Coombes	Compliance officer	1 Nov 2001	Other	4488284
David James Stanley Oldfield	Chairman	1 Nov 2002	Other	4647566
Adrian Patrick White	Director	1 Sep 2003	Other	4701328
Lloyds Tsb Offshore Holdings Limited	Parent company	1 Oct 2003	75% - 100%	foreign
Lloyds Tsb Offshore Limited	Parent company	1 Jan 2005	75% - 100%	foreign
William John Mclaughlin	Director	1 Feb 2005	Other	4924343
Adrian Hick	Director	1 Mar 2007	Other	5314760
Brendon Peilow	Director	1 Mar 2008	Other	5517825
Scott Ross Mcfarlane	Director	1 Sep 2008	Other	5649841
Ian David Farmer	Director	1 Sep 2008	Other	5649843
Gary Brownbridge	Director	1 Sep 2008	Other	5649844
Nicholas John Boys Smith	Director	1 Dec 2011	Other	6032375

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lloyds Tsb Bank Plc	Uk holding company	1 Oct 1987	75% - 100%	foreign
Lloyds Bank Subsidiaries Limited	U k holding company	1 Jun 1999	75% - 100%	foreign
Lloyds Tsb Offshore Holdings Limited	Jersey holding company	1 Jan 2005	75% - 100%	foreign
Lloyds Banking Group Plc	Uk ultimate parent	1 Jan 2009	75% - 100%	foreign
Her Majestry's Treasury	British government	1 Jan 2009	25% - 50%	foreign
Uk Financial Investments Limited	British government	1 Jan 2009	25% - 50%	foreign

Based in Jersey, Channel Islands

The principal office where Lloyds Tsb Offshore Private Clients Limited performs its advisory services is located at 11/12 Esplanade, Jersey, Channel Islands, Je4 8 Rs The mailing address of the firm is Po Box 195, 11/12 Esplanade, Jersey, Je4 8 Rs. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 1534 845845 or by fax 44 1534 845577. The normal business hours are 0900 - 1700 on Monday - Friday. You can find more information about the New York firm at www.hillsamjsy.co.uk.