F&C Management Limited is an adviser based in London. It manages $24.32 billion of regulatory assets for 196 client accounts. It has been registered with the SEC as an adviser since 2001.
F&C Management Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 F&C Management Limited is $24.32 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay F&C 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.
The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Joan Zabida Mohammed is pension and profit sharing plans with 113 clients and $13.3 billion of assets under management. Among the 10 most similar advisory firms, F&C Management Limited has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $24.03 billion for 193 clients. 99% of the firm’s clients are foreign persons or businesses.
F&C Management Limited doesn't advise any private funds.
The company employs 660 people that are either part- or full-time employees. 21 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joan Zabida Mohammed has been acting as President since 1 Aug 2017. Arnab Kumar Banerji has served as the Chief Investment Officer since 1 Sep 1993 and Richard Charles Wilson is the Chief Executive Officer of F&C Management Limited family office. Fergus Iain Mcdonald joined the executive team most recently as the Head Of Finance.
The principal office where F&C Management Limited performs its advisory services is located at Exchange House, London, Ec2 A 2 Ny, 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 00 44 207 628 8000 or by fax 00 44 207 628 8188. The normal business hours are 9.00 to 17.00 (gmt) on Monday - Friday. You can find more information about the New York firm at fandc.com.