Hill Samuel Bank(Jersey)Limited (Jersey, Channel Islands)

Name: Hill Samuel Bank(Jersey)Limited
Address: P.O. Box 195, 7 Bond Street,, Jersey, Channel Islands, Je4 8 Rs
Telephone: 44 1534 604604

Hill Samuel Bank(Jersey)Limited is an adviser based in Jersey, Channel Islands. It manages $9.93 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001.

Hill Samuel Bank(Jersey)Limited provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hill Samuel Bank(Jersey)Limited: assets under management

The assets under management (AUM) of Hill Samuel Bank(Jersey)Limited is $9.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hill Samuel Bank(Jersey)Limited for their services and products based on a percentage of assets under management and fixed fees. 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 Hill Samuel Bank(Jersey)Limited

Anthony Robin Jesseman has been acting as President since 1 Jun 1996. Lloyds Tsb Offshore Holdings Limited joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Lindsay Slattery	Chief executive ownership	1 Jan 1977	Other	4363522
Michael Clarence Le Masurier	Director	1 Jan 1977	Other	4363536
David Gordon Hunt	Director	1 Jan 1977	Other	4363541
Hill Samuel Jersey Limited	Parent company	1 May 1988	75% - 100%	foreign
Margaret Ann Campbell	Compliance officer	1 Apr 1991	Other	4364244
Anthony Robin Jesseman	Director	1 Jun 1996	Other	4363529
Thomas Lindsay Slattery	Chief executive	1 Jan 1997	Other	4363522
Michael Clarence Le Masurier	Director	1 Jan 1997	Other	4363536
Michael Coombes	Compliance officer	1 Nov 2001	Other	4488284
Brian Geoffrey Acton	Director	1 Nov 2001	Other	4488289
Stephen R Croll	Director	1 Nov 2001	Other	4488294
Stephen Battey Ernest	Chairman	1 Nov 2001	Other	4488297
David James Stanley Oldfield	Chairman	1 Nov 2002	Other	4647566
Adrian Patrick White	Director	1 Sep 2003	Other	4701328
Lloyds Tsb Offshore Holdings Limited	Parent company	1 Oct 2003	75% - 100%	foreign

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lloyds Tsb Bank Plc	Ultimate parent	1 Oct 1987	75% - 100%	foreign
Lloyds Bank Subsidiaries Limited	U k holding company	1 Jun 1999	75% - 100%	foreign
Lloyds Tsb Offshore Holdings Limited	Jersey incorporated holding company	1 Nov 1999	75% - 100%	foreign

Based in Jersey, Channel Islands

The principal office where Hill Samuel Bank(Jersey)Limited performs its advisory services is located at P.O. Box 195, 7 Bond Street,, Jersey, Channel Islands, Je4 8 Rs, 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 44 1534 604604 or by fax 44 1534 604606. The normal business hours are 0900 - 1700 on Monday - Friday. You can find more information about the New York firm at www.hillsamjsy.co.uk.