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Wessex Asset Management Limited (Bournemouth, Dorset)


Wessex Asset Management Limited is an adviser based in Bournemouth, Dorset. It manages $51 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

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Wessex Asset Management Limited provides 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.

Wessex Asset Management Limited: assets under management

The assets under management (AUM) of Wessex Asset Management Limited is $51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wessex Asset Management 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asset Alliance Holding Corp. Shareholder 1 Feb 1997 75% - 100% 51-0375705
Asset Alliance Corporation Shareholder 1 Feb 1997 75% - 100% 13-3808903
Ajg Financial Services Inc Shareholder 1 Feb 1997 75% - 100% 36-4092112
Arthur J. Gallagher & Co. Inc. Shareholder 1 Feb 1997 75% - 100% 36-2681781
Asset Alliance International Holding Inc. (Delaware) Shareholder 1 Jul 2000 75% - 100% unknown

Based in Bournemouth, Dorset

The principal office where Wessex Asset Management Limited performs its advisory services is located at Lorne Park House, Lorne Park Road, Bournemouth, Dorset, Bh1 1 Jj, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 44-1202-200930 or by fax 44-1202-200931. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.wessexam.co.uk.


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