Adviser Profile

As of Date 01/10/2024
Registration status Terminated
ADV Location LUXEMBOURG, Luxembourg
Contact Info +35 xxxxxxx
Websites
AUM* 4,492,621,048 17%
of that, discretionary 3,880,439,899 2%
Number of Employees 207 49%
of those in investment advisory functions 46 59%
Private Fund GAV* 0
Avg Account Size 2,486,232 8%
% High Net Worth 3.99% -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 554M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary