Pyrford International Ltd (London)

Name: Pyrford International Ltd
Address: 95 Wigmore Street, London, W1 U 1 Fd
Telephone: 00-44-207-495-4641

Pyrford International Ltd is a large advisory firm based in London. It manages $10.76 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2008.

Pyrford International provides portfolio management for individuals and small businesses, 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.

Pyrford International: assets under management

The assets under management (AUM) of Pyrford International Ltd is $10.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 260% since the beginning of its operation, and $7.26 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $10.76 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.48 million each.

Investments

The firm invests in exchange traded securities the most. They account for 88% of the total AUM. The second-largest asset type is sovereign bonds, which make up 9% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pyrford International Ltd 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.

What kind of clients Drew Newman serves?

The firm provides services to investment 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 Drew Newman is pooled investment vehicles with 11 clients and $5.9 billion of assets under management. Among the 4 most similar advisory firms, Pyrford International has the 2nd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $10.76 billion for 41 clients. 67% of the firm’s clients are foreign persons or businesses.

Pyrford International doesn't advise any private funds.

Careers at Pyrford International Ltd

The company employs 36 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people 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.

Drew Newman has been acting as President since 1 Jun 2009. Kristi Lynne Mitchem joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lloyd Olive	Finance director & chief compliance officer	1 Jul 1990	Other	4346222
Anthony Nicholas Cousins	Director	1 Feb 1991	Other	4346219
Bruce Lynn Campbell	Chief executive	1 Apr 2002	Other	4346226
Bank Of Montreal Capital Markets (Holding) Limited	Shareholder	1 Dec 2007	75% - 100%	foreign entity
Barry Merritt Cooper	Non executive director	1 Dec 2007	Other	53458
Giles Ouellette	Non executive director	1 Dec 2007	Other	4098765
Atul Tiwari	Non executive director	1 Dec 2007	Other	4847846
Harold William Hillier	Non executive director	1 Dec 2007	Other	5317056
Carol Ann Neal	Non executive director	1 Dec 2007	Other	4956567
Hans Jurgen Queisser	Non executive director	1 Jan 2008	Other	4547376
Victor Olubumi Williams	Chief compliance officer	1 Oct 2008	Other	5610789
Drew Newman	Director	1 Jun 2009	Other	5686765
Scott Joseph Matthews	Director	1 Jun 2009	Other	5686763
Barry Sean Mcinerney	Director	1 Jan 2010	Other	4379798
Anthony Nicholas Cousins	Chief executive officer	1 Jan 2011	Other	4346219
Bruce Lynn Campbell	Investment chairman	1 Jan 2011	Other	4346226
William Kenneth Smith	Director	1 Apr 2011	Other	5920295
Toby Maude	Chief financial officer	1 Apr 2015	Other	6470737
Lars Jorgen Nielsen	Director	1 May 2015	Other	4862353
Richard Charles Wilson	Director	1 Oct 2017	Other	4338442
Kristi Lynne Mitchem	Director	1 May 2019	Other	2931323

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of Montreal	Sole shareholder of bank of montreal holdings inc	1 Dec 2007	75% - 100%	foreign entity
Bank Of Montreal Holding Inc	Sole shareholder of bank of montreal capital markets (holding) ltd	1 Dec 2007	75% - 100%	foreign entity

Based in London

The principal office where Pyrford International Ltd performs its advisory services is located at 95 Wigmore Street, London, W1 U 1 Fd, 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 00-44-207-495-4641 or by fax 00-44-207-399-2205. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at bmo.com/pyrford.