Friends Ivory & Sime Inc (London)

Friends Ivory & Sime Inc is a large advisory firm based in London. It manages $125.5 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001.

Friends Ivory & Sime provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Friends Ivory & Sime: assets under management

The assets under management (AUM) of Friends Ivory & Sime Inc is $125.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $125.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Friends Ivory & Sime Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Friends Ivory & Sime Inc

James Robert Bloom has been acting as President since 1 Oct 1998. Peter Alistair Kennedy Arthur joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Friends Ivory & Sime Plc	Parent company	1 Feb 1998	75% - 100%	105875
Diane Byrne	Chief administrative officer	1 Feb 1998	Other	4347400
James Robert Bloom	President	1 Oct 1998	Other	4347029
Christopher John Brancazio	Compliance officer/secretary	1 Nov 1999	Other	2078699
Peter Alistair Kennedy Arthur	Director	1 Sep 2001	Other	4492048
Kenneth John Back	Director	1 Sep 2001	Other	4492053
Howard Carter	Director	1 Sep 2001	Other	4492060
Kenneth William Ballard Inglis	Director	1 Sep 2001	Other	4492065
Christopher Martin Jemmett	Director	1 Sep 2001	Other	4492070
Barry Firoz Sanjana	Director	1 Sep 2001	Other	4492075
Keith Satchell	Director	1 Sep 2001	Other	4492080
Brian William Sweetland	Director	1 Sep 2001	Other	4492082
David Oliphant Kinloch	Director	1 Sep 2001	Other	4492594
David Mclaren Gray	Director	1 Sep 2001	Other	4492597

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Friends Provident Plc	Parent company	1 Feb 1998	50% - 75%	00-0000000

Based in London

The principal office where Friends Ivory & Sime Inc performs its advisory services is located at 100 Wood Street, London, Ec2 V7 An, 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 011442075061100 or by fax 011442076011755. The normal business hours are 8:00am - 6:00pm on Monday - Friday.