Neuberger Berman Europe Limited is a large advisory firm based in London. It manages $49.09 billion of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2013.
Neuberger Berman Europe Limited provides portfolio management for investment companies, 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.
The assets under management (AUM) of Neuberger Berman Europe Limited is $49.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $40.19 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Neuberger Berman Europe 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, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Joseph Vincent Amato is pooled investment vehicles with 91 clients and $36.41 billion of assets under management. Among the 8 most similar advisory firms, Neuberger Berman Europe Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $49.09 billion for 126 clients. 89% of the firm’s clients are foreign persons or businesses.
Neuberger Berman Europe Limited also advises several private funds. Namely, two hedge funds and forty one other private funds. The minimum investment commitment required of non-related persons is $1,000 for each fund.
The company employs 252 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. 9 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph Vincent Amato has been acting as President since 1 May 2009. Nick Styman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Neuberger Berman Europe Limited performs its advisory services is located at Lansdowne House, London, W1 J 6 Er, 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 +44 203-214-9000 or by fax +44 203-214-9141. The normal business hours are 9.00am - 5.00pm on Monday - Friday. You can find more information about the New York firm at nb.com/europe.