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.
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 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.
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.
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.