Investec Asset Management Bvi Ltd. is a large advisory firm based in Tortola. It manages $397.45 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.
Investec Asset Management Bvi 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.
The assets under management (AUM) of Investec Asset Management Bvi Ltd. is $397.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investec Asset Management Bvi 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.
Cornel Franklin Baptiste has been acting as President since 1 Mar 2001. Kim Mary Mcfarland joined the executive team most recently as the Director.
The principal office where Investec Asset Management Bvi Ltd. performs its advisory services is located at Po Box 438 Road Town, Tortola, 00000, 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 1284-494-2616 or by fax 1284-494-2704. The normal business hours are 9:00 to 17:00 on Monday - Friday.