Insight Investment International Limited (London)

Name: Insight Investment International Limited
Address: 160 Queen Victoria Street, London, Ec4 V 4 La
Telephone: +44 20 7163 4000

Insight Investment International Limited is a large advisory firm based in London. It manages $6.8 billion of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Insight Investment International Limited 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.

Insight Investment International Limited: assets under management

The assets under management (AUM) of Insight Investment International Limited is $6.8 billion. The firm's AUM has gone down by -18% since the beginning of its operation, and $2.95 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.96 billion in discretionary accounts and $844.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.58 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $422.16 million.

Investments

The firm invests in derivatives the most. They account for 38% of the total AUM. The second-largest asset type is sovereign bonds, which make up 32% of the firm’s portfolio. Investments in investment grade corporate bonds form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insight Investment International 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.

What kind of clients Mitchell Evan Harris serves?

The firm provides services to investment companies, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mitchell Evan Harris is pension and profit sharing plans with 33 clients and $5.06 billion of assets under management. Among the 11 most similar advisory firms, Insight Investment International Limited has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $6.8 billion for 70 clients. 67% of the firm’s clients are foreign persons or businesses.

Insight Investment International Limited doesn't advise any private funds.

Careers at Insight Investment International Limited

The company employs 2 people that are either part- or full-time employees. 100 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 2 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.

Mitchell Evan Harris has been acting as President since 1 Oct 2004. Seth Gelman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Evan Harris	Chairman	1 Oct 2004	Other	4359464
Insight Investment Management Limited	Shareholder	1 Jan 2013	75% - 100%	foreign
Abdallah Habib Nauphal	Director and chief executive officer	1 Jan 2013	Other	6155611
Atul Manek	Director and chief operating officer and chief finance officer	1 Jan 2013	Other	6155605
Andrew Brian Giles	Director and chief investment officer (solutions)	1 Jan 2013	Other	4441183
Eric E Anstee	Director	1 Jan 2013	Other	4346292
Brian Ivory	Director	1 Jan 2013	Other	5471321
Jane Frances Ivinson	General counsel	1 Jan 2013	Other	6177874
Stephen Paul Trickett	Director	1 Jul 2013	Other	6210052
Lynne Dalgarno	Head of human resources	1 Oct 2015	Other	6580421
Gregory Allan Brisk	Director	1 May 2016	Other	5859270
Mark Stancombe	Head of corporate and product strategy	1 May 2016	Other	6766791
Adrian Grey	Director and chief investment officer (active management)	1 Aug 2016	Other	4441201
Jonathan Eliot	Chief risk officer	1 May 2017	Other	6880760
Angus Sutherland Hamish Woolhouse	Global head of distribution	1 Jul 2017	Other	4354610
Seth Gelman	Chief compliance officer	1 Dec 2017	Other	4276435

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Bank Of New York Mellon Corporation	Shareholder	1 Jul 2007	75% - 100%	13-2614959
Bny Mellon International Asset Management Group Limited	Shareholder	1 Nov 2009	75% - 100%	foreign
Mbc Investments Corporation	Shareholder	1 Nov 2012	75% - 100%	51-0301132
Bny Mellon Investment Management (Jersey) Limted	Shareholder	1 Nov 2012	75% - 100%	foreign
Bny Mellon Investment Management (Europe) Limited	Shareholder	1 Nov 2012	75% - 100%	foreign
Bny Mellon Investment Management Europe( Holdings) Limited	Shareholder	1 Feb 2013	Other	foreign

Based in London

The principal office where Insight Investment International Limited performs its advisory services is located at 160 Queen Victoria Street, London, Ec4 V 4 La, 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 7163 4000 or by fax +44 20 7321 1324. The normal business hours are 0800 to 1800 on Monday - Friday. You can find more information about the New York firm at bnymellon.com.