Tactical Global Management (Uk) Limited (Brisbane)

Name: Tactical Global Management (Uk) Limited
Address: Level 20, Brisbane, 4000
Telephone: +61 7 3239 2777

Tactical Global Management (Uk) Limited is an adviser based in Brisbane. It manages $20.77 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.

Tactical Global Management (Uk) Limited provides portfolio management for pooled investment vehicles and 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.

Tactical Global Management (Uk) Limited: assets under management

The assets under management (AUM) of Tactical Global Management (Uk) Limited is $20.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tactical Global Management (Uk) Limited 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 Tactical Global Management (Uk) Limited

Stephen Patrick Goode has been acting as President since 1 Dec 2006. Melanie Susan Woodward joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tactical Global Management Limited	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Peter John Higgs	Executive chairman	1 Jul 2000	Other	4383189
Melanie Susan Woodward	Chief compliance officer	1 Jul 2000	Other	4383185
Melanie Susan Davis	Secretary	1 Jul 2000	Other	4383185
Peter James Williamson	Non-executive director	1 Jul 2000	Other	4383190
Malcolm William David Leigh	Chief executive officer	1 Nov 2000	Other	4389373
David Charles Tucker	Chief marketing officer	1 Apr 2002	Other	4623136
Margaret Patricia Walker	Director	1 Oct 2006	Other	5275889
Robert Rupert Officer	Director	1 Oct 2006	Other	5275947
Stephen Patrick Goode	Director	1 Dec 2006	Other	5275893
Neill Brennan	Director	1 Jun 2008	Other	3069013
Melanie Susan Woodward	Director	1 Jul 2012	Other	4383185
Neil David Fletcher	Chief executive officer	1 Mar 2016	Other	6635375

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Colonial Asset Management Limited	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Colonial Lga Holdings Ltd.	Beneficial owner	1 Jul 2000	Other	foreign
The Colonial Mutual Life Assurance Society Limited	Beneficial owner	1 Jul 2000	Other	foreign
Colonial Holding Company (No. 2) Pty Ltd.	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Colonial Holding Company Pty Ltd.	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Colonial Limited	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Commonwealth Bank Of Australia	Beneficial owner	1 Jul 2000	75% - 100%	foreign
Tgm Team Pty Ltd	Trustee	1 Jan 2004	Other	foreign
Tgm Team Trust	Beneficial owner	1 Jan 2004	75% - 100%	foreign
Peter John Higgs	Beneficial owner	1 Jan 2004	75% - 100%	4383189
Stephen Patrick Goode	Beneficial owner	1 Jan 2004	25% - 50%	5275893

Based in Brisbane

The principal office where Tactical Global Management (Uk) Limited performs its advisory services is located at Level 20, Brisbane, 4000 The mailing address of the firm is Gpo Box 7892, Brisbane, 4001. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +61 7 3239 2777 or by fax +61 7 3239 2700. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at tgm-global.com.