Lansdowne Partners (Uk) LLP (London)


Lansdowne Partners (Uk) LLP is a large advisory firm based in London. It manages $25.68 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2014.

Lansdowne Partners (Uk) 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.

Lansdowne Partners (Uk): assets under management

The assets under management (AUM) of Lansdowne Partners (Uk) LLP is $25.68 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and $20.28 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $25.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $611.31 million each.

Investments

The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lansdowne Partners (Uk) LLP 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.

What kind of clients Lansdowne Partners (Uk) serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Lansdowne Partners (Uk) is pooled investment vehicles with 41 clients and $24.79 billion of assets under management. Among the 10 most similar advisory firms, Lansdowne Partners (Uk) has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $24.93 billion for 42 clients. 79% of the firm’s clients are foreign persons or businesses.

Lansdowne Partners (Uk) also advises several private funds. Namely, seven hedge funds and five other private funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $7,500,000.

Careers at Lansdowne Partners (Uk) LLP

The company employs 79 people that are either part- or full-time employees. 29 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 6 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 don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lansdowne Partners Limited First corporate member 1 Jul 2014 Other 128945
Stuart Grant Roden Member / chairman 1 Jul 2014 Other 4724401
Peter Graham Davies Member / head of developed markets strategy 1 Jul 2014 Other 4777993
Hugh James Orange Member / chief compliance officer 1 Jul 2014 Other 6288001
Yok Wah Tai Member / chief financial officer 1 Jul 2014 Other 5428002
Alexander Charles Wallace Snow Member / chief executive officer 1 Jul 2014 Other 4833903
Suzanna Nutton Member / chief operating officer 1 Jul 2014 Other 6254927
Suzanna Nutton Member / chief executive officer 1 Sep 2018 Other 6254927

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Paul Martin Ruddock Shareholder 1 Apr 1998 50% - 75% 1292031
Lansdowne Partners International Limited Shareholder 1 Jul 1998 75% - 100% foreign entity
Steven Andrew Heinz Shareholder 1 Apr 2005 50% - 75% 4723812

Based in London

The principal office where Lansdowne Partners (Uk) LLP performs its advisory services is located at 15 Davies Street, London, W1 K 3 Ag, 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 44-20-7290-5500 or by fax 44-20-7493-3738. The normal business hours are 8:00am - 6:00pm gmt on Monday - Friday. You can find more information about the New York firm at lansdownepartners.com.