Ingenious Asset Management Limited (London)

Name: Ingenious Asset Management Limited
Address: 6 Chesterfield Gardens, London, W1 J 5 Bq
Telephone: 00442071899999

Ingenious Asset Management Limited is a large advisory firm based in London. It manages $2.65 billion of regulatory assets for 2,024 client accounts. It has been registered with the SEC as an adviser since 2012.

Ingenious Asset Management Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ingenious Asset Management Limited: assets under management

The assets under management (AUM) of Ingenious Asset Management Limited is $2.65 billion. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.45 billion in discretionary accounts and $206.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.48 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ingenious Asset Management Limited for their services and products based on a percentage of assets under management. 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.

Careers at Ingenious Asset Management Limited

Patrick Anthony Mckenna has been acting as President since 1 Dec 1999. James Winston Collings joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Anthony Mckenna	Director	1 Dec 1999	Other	6021534
Guy Bowles	Chief executive officer	1 Dec 2002	Other	6021288
Peter Stanton Clark	Director	1 Jun 2007	Other	6021532
Jonathan Patrick Bradley	Director	1 Feb 2008	Other	6021515
Neil Andrew Forster	Chief finance officer, chief operations officer, director	1 Aug 2008	Other	6021530
Marc Cane	Chief compliance officer	1 Feb 2009	Other	5092181
Duncan Reid	Director	1 Jun 2009	Other	6021516
Ingenious Asset Management Holdings Limited	Shareholder	1 Oct 2010	75% - 100%	xxx-xx-xxxx
Tilney Asset Management Holdings Limited	Shareholder	1 Oct 2010	75% - 100%	xxx-xx-xxxx
Peter Michael Shawyer	Director	1 Mar 2012	Other	6056937
Andrew Edward Waldren	Chief operating officer	1 Feb 2014	Other	6517830
Pieter Willem Vorster	Director, chief financial officer	1 Oct 2014	Other	6517848
Andrew Edward Waldren	Director	1 May 2016	Other	6517830
Peter Lindop Hall	Director	1 May 2016	Other	2861879
Stuart Paul Layzell	Director, chief financial officer	1 May 2016	Other	2821758
Donald William Sherret Reid	Director, chief operations officer	1 May 2016	Other	6650203
James Winston Collings	Chief compliance officer	1 May 2106	Other	6650179

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ingenious Media Limited	Shareholder	1 Jun 1998	75% - 100%	xxx-xx-xxxx
Ingenious Media Holdings Plc	Shareholder	1 Mar 2008	75% - 100%	xxx-xx-xxxx
Ingenious Asset Management Group Limited	Shareholder	1 Jun 2014	75% - 100%	xxx-xx-xxxx
Alexlux Sarl	Shareholder	1 May 2016	50% - 75%	xxx-xx-xxxx
Violin Topco Limited	Shareholder	1 May 2016	75% - 100%	xxx-xx-xxxx
Violin Debtco Limited	Shareholder	1 May 2016	75% - 100%	xxx-xx-xxxx
Violin Equityco Limited	Shareholder	1 May 2016	75% - 100%	xxx-xx-xxxx
Tilney Bestinvest Group Limited	Shareholder	1 May 2016	75% - 100%	xxx-xx-xxxx

Based in London

The principal office where Ingenious Asset Management Limited performs its advisory services is located at 6 Chesterfield Gardens, London, W1 J 5 Bq, 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 00442071899999 or by fax 00442071899933. The normal business hours are 08:30 - 17:30 on Monday - Friday. You can find more information about the New York firm at theingeniousgroup.co.uk/asset-management.