Worldinvest Limited is a large advisory firm based in London. It manages $1.1 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.
Worldinvest Limited provides 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.
The assets under management (AUM) of Worldinvest Limited is $1.1 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% 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 Worldinvest Limited 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.
Deborah Jane Weekes has been acting as President since 1 Jan 2001. Anna Elizabeth Kirk joined the executive team most recently as the Director.
The principal office where Worldinvest Limited performs its advisory services is located at 6 Th Floor, 5 Princes Gate, London, Sw7 1 Ns, 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 001.44.207.225.9200 or by fax 001.44.207.225.9300. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at worldinvest.com.