Standard Advisory Services Limited (Birkirkara)

Standard Advisory Services Limited is a large advisory firm based in Birkirkara. It manages $4.35 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

Standard Advisory Services Limited provides 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.

Standard Advisory Services Limited: assets under management

The assets under management (AUM) of Standard Advisory Services Limited is $4.35 billion. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 19% of the firm’s portfolio. Investments in investment grade corporate bonds form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Standard Advisory Services 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 Christopher Erich Herwig serves?

The only and largest group of clients of Christopher Erich Herwig is insurance companies with 3 clients and $4.35 billion of assets under management. Among the 10 most similar advisory firms, Standard Advisory Services Limited has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $4.35 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Standard Advisory Services Limited doesn't advise any private funds.

Careers at Standard Advisory Services Limited

The company employs 7 people that are either part- or full-time employees. 43 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.

Christopher Erich Herwig has been acting as President since 1 May 2018. Miguel Nmn Cassar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Grioli	Director / money laundering reporting officer	1 Feb 2016	Other	6047655
Greg Evan Lindberg	Director / investment committee member	1 Feb 2016	Other	6726290
Standard Holdings Limited	Sole shareholder	1 Feb 2016	75% - 100%	foreign
Steven Tedesco	Director, investment advisory committee member	1 Feb 2016	Other	6727551
Jean Claude Uhlenhaut	General manager/company secretary	1 Apr 2016	Other	6727547
Christopher Erich Herwig	Portfolio manager/ investment advisor / investment advisory committee member	1 Oct 2016	Other	5907283
David Galea Souchet	Compliance officer	1 Oct 2016	Other	6714040
Vandana Gupta	Chief compliance officer	1 Oct 2016	Other	6737025
Alessandro Bartoli	Investment advisor, investment advisory committee member	1 Oct 2016	Other	6727821
Vandana Gupta Mccaw	Chief compliance officer	1 Oct 2016	Other	2514899
Sandro Bartoli	Investment advisor, investment advisory committee member	1 Oct 2016	Other	6727821
Standard Malta Holdings Limited	Majority shareholder	1 Mar 2017	75% - 100%	foreign
Adrian Nmi Mallia	Investment manager	1 Mar 2017	Other	6776626
Adrian Nmi Mallia	Portfolio manager/ investment advisor / investment advisory committee member	1 Apr 2017	Other	6776626
Alexander Vella	Risk manager	1 Apr 2017	Other	6898523
Raymond Busuttil	Director / investment committee member	1 Nov 2017	Other	6035186
Mark Vella	Portfolio manager	1 Feb 2018	Other	6929627
Charles John Cronin	Chief compliance officer	1 Feb 2018	Other	1716428
Mark Alexandre Vella	Portfolio manager/investment adviser/investment committee member	1 Feb 2018	Other	6929627
Thomas Schildhammer	Ceo	1 Mar 2018	Other	6929629
Christopher Erich Herwig	Director	1 May 2018	Other	5907283
Elisha Borg	Chief risk officer	1 May 2018	Other	6999726
Bezzina Analise Attard	Chief financial officer	1 Jul 2018	Other	6999728
Miguel Nmn Cassar	Chief compliance officer	1 Nov 2018	Other	7045080

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Greg Evan Lindberg	Sole shareholder	1 Oct 1996	75% - 100%	6726290
Academy Association Inc.	Sole shareholder	1 Apr 2013	75% - 100%	56-1996384
Alliance Services Limited	Majority shareholder	1 Mar 2014	75% - 100%	foreign
Greg Evan Lindberg	Sole shareholder	1 Nov 2015	75% - 100%	6726290
Malta Insurance Holding Llc	Sole shareholder	1 Mar 2017	75% - 100%	81-0708692

Based in Birkirkara

The principal office where Standard Advisory Services Limited performs its advisory services is located at Orange Point Floor 3, Triq Dun Karm, Birkirkara, Bkr 9037, 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 +356 2703 7332. The normal business hours are 8:30 - 5:00 (cet/cest) on Monday - Friday.