Gulf International Bank (Uk) Limited (London)

Name: Gulf International Bank (Uk) Limited
Address: One Knightsbridge, London, Sw1 X 7 Xs
Telephone: +44 207259 3456

Gulf International Bank (Uk) Limited is an adviser based in London. It manages $10.05 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2015.

Gulf International Bank (Uk) Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gulf International Bank (Uk) Limited: assets under management

The assets under management (AUM) of Gulf International Bank (Uk) Limited is $10.05 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and $10.05 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $10.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $670.07 million each.

Investments

The firm invests in exchange traded securities the most. They account for 88% of the total AUM. The second-largest asset type is other assets, which make up 5% of the firm’s portfolio. Investments in government bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gulf International Bank (Uk) 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.

What kind of clients Gulf International Bank (Uk) Limited serves?

The only and largest group of clients of Gulf International Bank (Uk) Limited is pooled investment vehicles with 3 clients and $361.81 million of assets under management. Among the 7 most similar advisory firms, Gulf International Bank (Uk) Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $361.81 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.

Gulf International Bank (Uk) Limited doesn't advise any private funds.

Careers at Gulf International Bank (Uk) Limited

The company employs 70 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Gavin James Allard joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gulf International Bank Bsc	Shareholder	1 Apr 1999	75% - 100%	foreign entity
Julian Peter Anthony	Cfo	1 Oct 2010	Other	6570059
Rhoderick Grant Sutton	Cco	1 Oct 2012	Other	6567335
Mark Watts	Ceo	1 Sep 2014	Other	6567332
David John Maskall	Coo	1 Nov 2014	Other	6567336
Jennifer Ann Harding	Head of legal	1 Jun 2015	Other	6568450
Abdulaziz Abdulrahman Al Helaissi	Ceo	1 Nov 2016	Other	6772533
Katherine Lucy Garrett Cox	Chief executive officer	1 Dec 2017	Other	6920475
Gavin James Allard	Chief compliance officer	1 May 2018	Other	7004214

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Public Investment Fund Of Saudi Arabia	Shareholder	1 Jan 2010	75% - 100%	foreign entity

Based in London

The principal office where Gulf International Bank (Uk) Limited performs its advisory services is located at One Knightsbridge, London, Sw1 X 7 Xs, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 207259 3456 or by fax +44 207259 6060. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at gib.com/.