New Star Institutional Managers Limited (London)


New Star Institutional Managers Limited is a large advisory firm based in London. It manages $1.41 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2003.

New Star Institutional Managers Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio services for non-us funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Star Institutional Managers Limited: assets under management

The assets under management (AUM) of New Star Institutional Managers Limited is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Star Institutional Managers Limited for their services and products based on a percentage of assets under management and performance-based fees. 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 New Star Institutional Managers Limited

Deborah Jane Weekes has been acting as President since 1 Jan 2001. Worldinvest Management Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Keith Charles Brown Director 1 Jan 1985 Other 4358493
Mark Sydney Beale Director 1 Mar 1989 Other 4358506
Richard David Lewis Director 1 Oct 1994 Other 4358502
Christie Barnes Sanders Director 1 Jul 1998 Other 4358515
New Star Institutional Managers Holdings Limited (Previously Worldinvest Holdings Limited) Owner 1 Dec 2000 75% - 100% foreign
Rupert Ruvigny Director 1 Dec 2000 Other 4358489
Howard Covington Director 1 Dec 2000 Other 4358482
Rupert Francis Ruvigny Chief compliance officer 1 Dec 2000 Other 4358489
Howard John Covington Chief executive officer 1 Dec 2000 Other 4358482
Deborah Jane Weekes Director 1 Jan 2001 Other 4358486
Anna Elizabeth Kirk Director 1 Jan 2001 Other 4358484
New Star Institutional Managers Holdings Limited (Previously Worldinvest Holdings Limited) Owner 1 Nov 2001 75% - 100% foreign
Michelle Lee Sanders Director 1 Apr 2002 Other 4927565
Ian James Beattie Director 1 Apr 2002 Other 4927569
Timothy John Bray Director 1 Apr 2002 Other 4927570
John Lincoln Duffield Chairman 1 May 2003 Other 4778067
Previously New Star Asset Management Group Plc New Star Asset Management Group (Holdings) Ltd Owner 1 Dec 2007 75% - 100% foreign
David Jacob Director 1 Apr 2009 Other 4940721
Brian David Rowe Chief compliance officer 1 May 2009 Other 4742082
Michael Walter Freund Director 1 Jul 2011 Other 4503829
John Warren Stoddart Director 1 Jul 2011 Other 4347635
Patrick David Robitaille Director 1 Jul 2011 Other 4933415
Bruce Robert Shewfelt Director 1 Jul 2011 Other 5965788
Worldinvest Management Limited Shareholder 1 Jul 2022 75% - 100% xxx-xx-xxxx

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
New Star Asset Management Group Limited Shareholder 1 Dec 2000 75% - 100% foreign
New Star Asset Management Holdings Ltd (Previously New Star Asset Management Group Ltd) Owner 1 Nov 2005 75% - 100% foreign
New Star Asset Management Group Plc Owner 1 Nov 2005 75% - 100% foreign
New Star Asset Management Group Plc Owner 1 Jun 2007 75% - 100% foreign
New Star Asset Management Group Holdings Ltd (Previously New Star Asset Management Group Ltd) Owner 1 Jun 2007 75% - 100% foreign
New Star Asset Management Group Plc Owner 1 Dec 2007 75% - 100% foreign
New Star Asset Management Group Holdings Ltd (Previously New Star Asset Management Group Ltd) Owner 1 Dec 2007 75% - 100% foreign
Henderson Group Plc Shareholder 1 Apr 2009 75% - 100% foreign entity
Henderson Global Group Limited Shareholder 1 Apr 2009 75% - 100% foreign
Henderson Holdings Group Limited Shareholder 1 Apr 2009 75% - 100% foreign
New Star Institutional Managers Holdings Limited Shareholder 1 Apr 2009 75% - 100% foreign
New Star Investment Management Llp Shareholder 1 Jul 2011 75% - 100% xxx-xx-xxxx
Clark & Lunn Uk Limited Connor Shareholder 1 Jul 2011 50% - 75% xxx-xx-xxxx
Clark & Lunn Financial Group Connor Shareholder 1 Jul 2011 25% - 50% xxx-xx-xxxx
Clark & Lunn Financial Group Ltd. Connor Shareholder 1 Jul 2011 25% - 50% xxx-xx-xxxx

Based in London

The principal office where New Star Institutional Managers Limited performs its advisory services is located at 1 Knightsbridge Green, London, Sw1 X 7 Qa, 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 001-44-203-535-8100 or by fax 001-44-203-535-8140. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at worldinvest.com.