Halbis Capital Management (Uk) Limited (London, England)

Name: Halbis Capital Management (Uk) Limited
Address: 78 St. James's Street, London, England, Sw1 A 1 Ej
Telephone: 0207 991 8888

Halbis Capital Management (Uk) Limited is a large advisory firm based in London, England. It manages $82.89 billion of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2007.

Halbis Capital Management (Uk) 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.

Halbis Capital Management (Uk) Limited: assets under management

The assets under management (AUM) of Halbis Capital Management (Uk) Limited is $82.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $82.89 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $774.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halbis Capital Management (Uk) Limited for their services and products based on 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.

Careers at Halbis Capital Management (Uk) Limited

Dean Buckley has been acting as President since 1 Nov 2005. John Michael Flint joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Botley	Chief finance officer	1 Dec 2002	Other	4936362
Hsbc Group Investment Businesses Limited	Holding company	1 Dec 2002	75% - 100%	haml
Nigel David Parry	Chief compliance officer	1 Dec 2002	Other	4776740
Hsbc Global Asset Management (Uk) Limited	Holding company	1 Dec 2002	75% - 100%	haml
Hsbc Global Asset Management Limited	Holding company	1 Dec 2002	75% - 100%	haml
Nigel Anthony Brown	Director	1 May 2005	Other	5127767
Christopher Cheetham	Chief executive officer	1 May 2005	Other	4776746
Farley Thomas	Director	1 May 2005	Other	5127766
Christopher Spencer Cheetham	Chief executive officer	1 May 2005	Other	4776746
Dean Buckley	Director	1 Nov 2005	Other	4339854
Mark Seumas Mccombe	Director	1 Mar 2007	Other	5306840
Guillermo Eduardo Maldonado Codina	Director	1 Feb 2008	Other	5512702
Barbara Hedwig Rupf Bee	Director	1 Feb 2008	Other	5512704
Michael Kay	Chief finance officer	1 Mar 2008	Other	5512708
John Michael Flint	Director	1 Jan 2010	Other	5750483

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Hsbc Holdings Plc	Holding company	1 Apr 1991	75% - 100%	holdings
Hsbc Investment Bank Holdings Plc	Holding company	1 Apr 1994	75% - 100%	hibhl

Based in London, England

The principal office where Halbis Capital Management (Uk) Limited performs its advisory services is located at 78 St. James's Street, London, England, Sw1 A 1 Ej, 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 0207 991 8888 or by fax 0207 024 1984. The normal business hours are 9.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at www.halbis.com.