Iwc Investment Partners A/S is a large advisory firm based in Frederiksberg C. It manages $2.22 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2017.
Iwc Investment Partners A/S 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 Iwc Investment Partners A/S is $2.22 billion. The firm's AUM has gone down by -22% since the beginning of its operation, and $2.22 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Iwc Investment Partners A/S for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Iwc Investment Partners A/S is pension and profit sharing plans with 5 clients and $1.52 billion of assets under management. Among the 10 most similar advisory firms, Iwc Investment Partners A/S has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.22 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.
Iwc Investment Partners A/S doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 83 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 3 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.
Henrik (Nmn) Lundqvist has served as the Chief Investment Officer since 1 Mar 2012 and Otto Frederik Juel Reventlow is the Chief Executive Officer of Iwc Investment Partners A/S family office. International Woodland Company Holding A/S joined the executive team most recently as the Shareholder.
The principal office where Iwc Investment Partners A/S performs its advisory services is located at Amalievej 20, Frederiksberg C, Dk 1875, 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 +45 5381 1875. The normal business hours are 9am- 5pm on Monday - Friday. You can find more information about the New York firm at iwc.dk.