Tilney Asset Management Limited is a large advisory firm based in London. It manages $2.37 billion of regulatory assets for 3,267 client accounts. It has been registered with the SEC as an adviser since 2016.
Tilney Asset Management Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Tilney Asset Management Limited is $2.37 billion. The firm's AUM has gone down by -11% since the beginning of its operation, and $2.17 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Tilney Asset Management Limited for their services and products based on a percentage of assets under management. 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 individuals, insurance companies, investment companies, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Peter Stanton Clark is individuals with 2,420 clients and $929.22 million of assets under management. Among the 10 most similar advisory firms, Tilney Asset Management Limited has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.6 billion for 2,982 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 94% of the firm’s clients are foreign persons or businesses.
Tilney Asset Management Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Peter Stanton Clark has been acting as President since 1 Jun 2007. James Winston Collings joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tilney Asset Management Limited performs its advisory services is located at 6 New Street Square, London, Ec4 A 3 Bf The mailing address of the firm is 6 Chesterfield Gardens, London, W1 J 5 Bq. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 00442079367100 or by fax 00442079367101. The normal business hours are 08:30 - 17:30 on Monday - Friday. You can find more information about the New York firm at tilney.co.uk.