New Star Investment Management Ltd (London)

Name: New Star Investment Management Ltd
Address: 1 Knightsbridge Green, London, Sw1 X 7 Ne
Telephone: +44 207 225 9200

New Star Investment Management Ltd is a large advisory firm based in London. It manages $14.23 billion of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2005.

New Star Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing 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.

New Star Investment Management: assets under management

The assets under management (AUM) of New Star Investment Management Ltd is $14.23 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $14.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Star Investment Management 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 New Star Investment Management Ltd

Deborah Jane Weekes has been acting as President since 1 Jan 2001. New Star Asset Management Group Plc joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Lincoln Duffield	Chairman	1 May 2000	Other	4778067
New Star Asset Management Holdings Ltd (Previously New Star Asset Management Group Ltd)	Owner	1 May 2000	75% - 100%	foreign
Rupert Francis Ruvigny	Chief compliance officer	1 Oct 2000	Other	4358489
Deborah Jane Weekes	Director	1 Jan 2001	Other	4358486
Howard John Covington	Chief executive officer	1 Jan 2001	Other	4358482
Mark Sydney Beale	Director	1 Jan 2001	Other	4358506
Michael Ramon Langhorne Astor	Director	1 Feb 2001	Other	5070993
John Philip Bromberg Jay	Director	1 Feb 2001	Other	5071001
Alan Jonathan Richard Miller	Director	1 Feb 2001	Other	5071005
Simon George Fendall Burgess	Director	1 May 2001	Other	5070995
Ravinder Singh Anand	Director	1 Aug 2001	Other	5070992
Richard Peter Pease	Director	1 Aug 2001	Other	5071006
Tobias Richard Kynaston Thompson	Director	1 Jan 2002	Other	5071010
Patrick Richard Evershed	Director	1 Apr 2002	Other	5070999
George Timothy Steer	Director	1 May 2002	Other	5071008
Charles Courtney Tritton	Director	1 Jul 2002	Other	5071012
Stephen Whittaker	Director	1 Jul 2002	Other	5071014
James Edward John Gledhill	Director	1 Sep 2002	Other	5071000
Margaret Theodora Zemek	Director	1 Jan 2003	Other	1227298
Gregor Robert Logan	Director	1 Feb 2004	Other	5071002
Francesca Katherine Martin	Director	1 Feb 2004	Other	5071004
Roger John Dossett	Director	1 May 2005	Other	5070997
Guy Charles Desmond De Blonay	Director	1 Jun 2005	Other	5070996
Philip John Roantree	Director	1 Jun 2005	Other	5071007

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
New Star Asset Management Group Plc	Owner	1 Nov 2005	75% - 100%	foreign

Based in London

The principal office where New Star Investment Management Ltd performs its advisory services is located at 1 Knightsbridge Green, London, Sw1 X 7 Ne, 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 +44 207 225 9200 or by fax +44 207 225 9300. The normal business hours are 9 am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at newstaram.com (group website).