Framlington Overseas Investment Management Ltd (London)

Name: Framlington Overseas Investment Management Ltd
Address: 155 Bishopsgate, London, Ec2 M 3 Xj
Telephone: 0044 20 7374 4100

Framlington Overseas Investment Management Ltd is a large advisory firm based in London. It manages $83.08 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Framlington Overseas Investment Management provides 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.

Framlington Overseas Investment Management: assets under management

The assets under management (AUM) of Framlington Overseas Investment Management Ltd is $83.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7162% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Framlington Overseas Investment Management Ltd 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 Framlington Overseas Investment Management Ltd

Gary Christopher Fitzgerald has been acting as President since 1 Oct 1986. Nicholas Kennington Boulton joined the executive team most recently as the Chief Administration Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Framlington Holdings Limited	Shareholder in fgplc	1 Dec 1975	75% - 100%	foreign
Framlington Group Limited	Direct shareholder	1 Dec 1980	75% - 100%	foreign
Gary Christopher Fitzgerald	Director	1 Oct 1986	Other	4363267
Jean Luc Schilling	Managing director	1 Jan 1993	Other	4363260
Warren Jay Colman	Operations director	1 Apr 1995	Other	4363269
Michael Andrew Vogel	Group managing director	1 Apr 1995	Other	4363271
Andrew Dysch	Chief financial officer	1 Aug 1996	Other	5031956
Munder Capital Management	Shareholder in fhl	1 Oct 1996	25% - 50%	domestic
Josephine Vanessa Tubbs	Head of legal	1 Dec 1997	Other	4363264
John Scarfe	Compliance officer	1 Aug 2000	Other	4363274
Hsbc Holdings Plc	Shareholder in fhl	1 Aug 2000	50% - 75%	foreign
Alister Neil Birrell	Director	1 Apr 2002	Other	4535452
Nicholas Thomas Andrew Hodgson	Director	1 Sep 2003	Other	4783506
Christopher Peter Chambers	Managing director	1 Sep 2003	Other	4783507
Warren Jay Colman	Compliance officer	1 Mar 2004	Other	4363274
Jonathan James Eadie	Head of compliance	1 Jun 2004	Other	4832020
Jeremy Goulding Lodwick	Director & chief investment officer	1 Jan 2005	Other	4580312
Ian Barnetson	Operations director	1 Mar 2005	Other	4936334
Axa Investment Managers Sa	Shareholder	1 Nov 2005	75% - 100%	foreign
David C Ogden	Chief compliance officer	1 Nov 2005	Other	5059874
Robert A Kyprianou	Director & chief executive officer	1 Nov 2005	Other	5059871
Will G Mcdevitt	Chief compliance officer	1 Nov 2005	Other	5059874
Nicholas Kennington Boulton	Chief administration officer	1 Jan 2006	Other	5088969

Based in London

The principal office where Framlington Overseas Investment Management Ltd performs its advisory services is located at 155 Bishopsgate, London, Ec2 M 3 Xj, 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 0044 20 7374 4100 or by fax 0044 20 7330 6503. The normal business hours are 9:00-17:00 (gmt) on Monday - Friday. You can find more information about the New York firm at www.framlington.co.uk.