Delaware International Advisers Ltd (London England Ec2 V 6 Ee)

Delaware International Advisers Ltd is a large advisory firm based in London England Ec2 V 6 Ee. It manages $20.9 billion of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2001.

Delaware International Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Delaware International Advisers: assets under management

The assets under management (AUM) of Delaware International Advisers Ltd is $20.9 billion. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.84 billion in discretionary accounts and $58.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delaware International Advisers Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Delaware International Advisers Ltd

Charles Edgar Haldeman has been acting as President since 1 Mar 2000. David George Tilles has served as the Chief Investment Officer since 1 Dec 1990. John Lloyd Barrett joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Graham Roger Heyworth Kitson	Vice chairman/director	1 Sep 1990	Other	4378363
Delaware International Holdings Ltd. (Bermuda)	Minority shareholder of registrant	1 Sep 1990	Other	99-9999999
Delaware International Holdings Ltd.	Minority shareholder of registrant	1 Sep 1990	Other	99-9999999
Mondrian International Holdings Ltd.	Minority shareholder of registrant	1 Sep 1990	Other	99-9999999
Elizabeth Anne Desmond	Regional research director/director/senior portfolio manager	1 Dec 1990	Other	4378326
Clive Ashley Gillmore	Deputy managing director/director/senior portfolio manager	1 Dec 1990	Other	3030334
Nigel Grenville May	Regional research director/director/senior portfolio manager	1 Dec 1990	Other	2207085
Hamish O Parker	Director/senior portfolio manager	1 Dec 1990	Other	4378384
David George Tilles	Managing director/chief investment officer	1 Dec 1990	Other	2916530
John Emberson	Director/chief operating officer/secretary/compliance officer	1 Apr 1991	Other	4378338
John Charles Campbell	Director	1 Sep 1991	Other	2118871
Richard Joseph Flannery	Director	1 Sep 1991	Other	1865931
Dmh Corp.	Majority shareholder of registrant	1 Jul 1992	75% - 100%	13-3465365
Christopher Anthony Moth	Director/director of investment strategy/senior portfolio managerger	1 Aug 1992	Other	2884009
David Keith Downes	Director	1 Jun 1993	Other	1350506
George Edward Deming	Director	1 Dec 1995	Other	65107
John Kirk	Director/senior portfolio manager	1 Sep 1998	Other	4378351
Charles Edgar Haldeman	Chairman/director	1 Mar 2000	Other	1754009
Dial Holding Company Inc	Majority shareholder of registrant	1 Jun 2001	75% - 100%	foreign
John Lloyd Barrett	Head of compliance	1 Oct 2001	Other	4519720
Jude Thaddeus Driscoll	Chairman/director	1 Sep 2003	Other	1817416
Jane Goss	General counsel	1 Sep 2004	Other	4375405
Mip Group Limited	Majority shareholder of registrant	1 Sep 2004	75% - 100%	foreign
John Lloyd Barrett	Chief compliance officer	1 Oct 2004	Other	4519720

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Delaware Management Holdings	Parent of dmh corp	1 Sep 1990	75% - 100%	23-2693133
Lincoln National Corporation	Parent of lincoln national investments, inc.	1 Apr 1995	75% - 100%	35-1140070
Inc. Lincoln National Investments	Parent of lincol national investment companies, inc.	1 Jan 1996	75% - 100%	35-1956168
Inc. Lincoln National Investment Companies	Parent of delaware management holdings, inc.	1 Jan 1997	75% - 100%	35-2004374
Dmh Corp.	Parent of dial holding company inc	1 Jun 2001	75% - 100%	13-3465365
Mip Holdings Limited	Parent of mip group limited	1 Sep 2004	75% - 100%	foreign
Mondrian Holdings Limited	Parent of mip holdings limited	1 Sep 2004	75% - 100%	foreign
Atlantic Value Investment Fund L.P.	Parent of mondrian holdings limited	1 Sep 2004	75% - 100%	98-0426917
Atlantic Value Investment Fund Gp Limited	General partner of atlantic value investment fund l.p.	1 Sep 2004	75% - 100%	98-0426916
Atlantic Value Investment Partnership L.P.	Majority shareholder of atlantic value investment fund g.p. limited	1 Sep 2004	50% - 75%	98-0435700
Atlantic Value General Partner Limited	General partner of atlantic value investment partnership l.p.	1 Sep 2004	75% - 100%	98-0435318
Hfcp Iv (Bermuda) L.P.	Minority shareholder of atlantic value investment fund l.p.	1 Sep 2004	25% - 50%	foreign

Based in London England Ec2 V 6 Ee

The principal office where Delaware International Advisers Ltd performs its advisory services is located at 80 Cheapside, 3 Rd Floor, London England Ec2 V 6 Ee, , 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 011-44-207-477-7000 or by fax 011-44-207-523-0310. The normal business hours are 9:30 am to 5:30 pm (gmt) on Monday - Friday.