Investec Asset Management Limited (London)

Name: Investec Asset Management Limited
Address: Woolgate Exchange, London, Ec2 V 5 Ha
Telephone: 44 0 20 7597 2000

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.

Investec Asset Management Limited: assets under management

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 firm manages $105.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.79 million each.

Investments

The firm invests in exchange traded securities the most. They account for 66% of the total AUM. The second-largest asset type is sovereign bonds, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

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.

What kind of clients Philip Alexander Anker serves?

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.

Careers at Investec Asset Management Limited

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hendrik Jacobus Du Toit	Chief executive officer, director	1 Oct 1998	Other	4391762
Anne Gallagher	Chief compliance officer	1 Nov 1998	Other	4373921
Kim Mary Mcfarland	Chief financial officer & chief operations officer, director	1 Sep 2001	Other	4373937
Philip Gordon Strode Saunders	Director	1 Sep 2001	Other	6026377
Mark Ivan Samuelson	Director	1 Nov 2001	Other	6026374
David Anthony Aird	Director	1 Nov 2002	Other	5107167
Investec 1 Ltd	Shareholder	1 Apr 2003	75% - 100%	foreign
Domenico Ferrini	Chief investment officer	1 Sep 2004	Other	4373844
John Conrad Green	Global head of client group	1 Jan 2010	Other	6026378
John Terence Mcnab	Chief investment officer	1 Mar 2010	Other	5704827
Adam Johne Fletcher	General counsel	1 Dec 2010	Other	6029521
Forty Two Point Two	Shareholder	1 Jul 2013	Other	foreign
James Edward Lloyd Hand	Co-chief investment officer	1 Jan 2015	Other	6521294
Michael John Ginnelly	Chief compliance officer	1 Jan 2017	Other	6824366
Domenico Ferrini	Co-chief executive officer, co-chief investment officer	1 Oct 2018	Other	4373844
John Conrad Green	Co-chief executive officer	1 Oct 2018	Other	6026378
Philip Alexander Anker	Director	1 Oct 2018	Other	2996950
Khadeeja Bassier	Director	1 Oct 2018	Other	7130574
Thabo Khojane	Director	1 Oct 2018	Other	7130604
Duncan David Coombe	Director	1 Oct 2018	Other	7130629
Kim Mary Mcfarland	Executive director of investec group, finance director of iaml	1 Apr 2019	Other	4373937

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Investec Plc	S	1 Sep 2007	Other	foreign

Based in London

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/.