Lloyd George Investment Management (Bermuda) Ltd (London)

Name: Lloyd George Investment Management (Bermuda) Ltd
Address: 95 Wigmore Street, London, W1 U 1 Fd
Telephone: +44 20 3650 6600

Lloyd George Investment Management (Bermuda) Ltd is an adviser based in London. It manages $27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.

Lloyd George Investment Management (Bermuda) provides portfolio management for individuals and small businesses, 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.

Lloyd George Investment Management (Bermuda): assets under management

The assets under management (AUM) of Lloyd George Investment Management (Bermuda) Ltd is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lloyd George Investment Management (Bermuda) Ltd for their services and products based on a percentage of assets under management and performance-based 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 Lloyd George Investment Management (Bermuda) Ltd

Tonesan Amissah Furbert has been acting as President since 1 Oct 2003. Alison Ruth Dyer Fagundo joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Daniel Lloyd George	Director	1 Oct 1991	Other	4380377
Lgm (Bermuda) Limited	Shareholder	1 Dec 1991	75% - 100%	foreign entity
Robert John Daniel Lloyd George	Investment chairman	1 Dec 1991	Other	4380377
Tonesan Amissah Furbert	Director	1 Oct 2003	Other	4087284
Jennifer Eve	Alternative director	1 Mar 2008	Other	5907321
Barry Merritt Cooper	Director	1 Apr 2011	Other	53458
Barry Sean Mcinerney	Director	1 Apr 2011	Other	4379798
Nilesh Mukundrai Girdharlal Vasani	Director	1 Apr 2011	Other	5965667
Scott Joseph Matthews	Cfo	1 May 2013	Other	5686763
Victor Olubumi Williams	Chief compliance officer	1 Oct 2013	Other	5610789
Scott Joseph Matthews	Director	1 Oct 2013	Other	5686763
Anthony Nicholas Cousins	Chief executive officer & director	1 Jan 2014	Other	4346219
Richard Charles Wilson	Chief executive officer & director	1 Nov 2014	Other	4338442
Toby Maude	Cfo	1 Mar 2015	Other	6470737
Nigel David Parry	Chief compliance officer	1 Jul 2015	Other	4776740
Alison Ruth Dyer Fagundo	Director	1 Jan 2016	Other	6612632
James Alexander Bodi	Alternate director	1 Jan 2016	Other	6612636
Janita Kate Burke	Alternate director	1 Jan 2016	Other	6612639
Sarah Christina Demerling	Director	1 Jan 2016	Other	6612646

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of Montreal	Sole shareholder of lgm (bermuda) limited	1 Apr 2011	75% - 100%	13-4941092

Based in London

The principal office where Lloyd George Investment Management (Bermuda) Ltd performs its advisory services is located at 95 Wigmore Street, London, W1 U 1 Fd, 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 3650 6600 or by fax +44 20 74958651. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at lgminvestments.com.