First International Advisors, LLC is a large advisory firm based in London, England. It manages $5.73 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001.
First International Advisors provides portfolio management for investment companies, 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.
The assets under management (AUM) of First International Advisors, LLC is $5.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2706% since the beginning of its operation, and $2.83 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay First International Advisors, LLC 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Peter Malcolm Wilson is investment companies with 7 clients and $992.57 million of assets under management. Among the 10 most similar advisory firms, First International Advisors has the 5th highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.42 billion for 16 clients. 26% of the firm’s clients are foreign persons or businesses.
First International Advisors also advises several private funds.
The company employs 42 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Peter Malcolm Wilson has been acting as President since 1 Mar 1992. Daniel Morris joined the executive team most recently as the Director.
The principal office where First International Advisors, LLC performs its advisory services is located at One Plantation Place, London, England, Ec3 M 3 Bd, 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 44-207-929-7555 or by fax 44-207-929-7977. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at wellscap.com.