Rogge Global Partners Plc (London)

Name: Rogge Global Partners Plc
Address: Sion Hall, London, Ec4 Y 0 Dz
Telephone: +44 20 7842 8420

Rogge Global Partners Plc is a large advisory firm based in London. It manages $29.22 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2001.

Rogge Global Partners Plc provides portfolio management for investment companies, 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.

Rogge Global Partners Plc: assets under management

The assets under management (AUM) of Rogge Global Partners Plc is $29.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 273% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.33 million each.

Rogge Global Partners Plc has custody of $571.51 million in cash and securities for 81 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rogge Global Partners Plc for their services and products based on a percentage of assets under management, fixed fees, 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 Rogge Global Partners Plc

Richard Andrew Bell has been acting as President since 1 Jun 1990. Om Group (Uk) Limited joined the executive team most recently as the 100% Shareholder Of Uam Uk Holdings Limited.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Olaf Rogge	Executive chairman, director, co-cio	1 Aug 1985	Other	4338630
Richard Andrew Bell	Director	1 Jun 1990	Other	4338633
John Charles Graham	Director, portfolio manager	1 Feb 1994	Other	873329
Adrian Edward James	Director	1 May 1995	Other	4338635
David Michael Witzer	Compliance officer	1 Oct 1995	Other	4338638
Uam Uk Holdings Limited	Majority share owner	1 Sep 1996	75% - 100%	foreign
United Asset Management Corporation	100% shareholder of united asset management uk holdings limited	1 Sep 1996	75% - 100%	xxx-xx-xxxx
Old Mutual (Us) Holdings Inc	100% shareholder of united asset management uk holdings limited	1 Sep 1996	75% - 100%	xxx-xx-xxxx
Malie Conway	Portfolio manager	1 Aug 1998	Other	4338649
John Edward Makowske	Credit analyst	1 Jan 1999	Other	4338659
Richard Frank Gray	Head of emerging markets	1 Apr 1999	Other	4338662
Stephen Francis Thariyan	Credit analyst	1 May 1999	Other	4338664
Denise Wanda Saber	Director - european marketing	1 Jun 1999	Other	4338668
Timothy John Whyman	Emerging markets analyst	1 Jun 1999	Other	4338670
Jonathan Dow	Director - marketing	1 Nov 1999	Other	4338644
Richard John Gilmartin	Director - marketing	1 Nov 1999	Other	1344283
Old Mutual Plc	100% shareholder of united asset management	1 Sep 2000	75% - 100%	foreign
Old Mutual Life Assurance Co. (South Africa) Limited	8.71% sharholder of old mutual plc	1 Sep 2000	Other	foreign
Old Mutual Life Holdings (South Africa) Limited	100% shareholder of old mutual life assurance co. (south africa) limited	1 Sep 2000	75% - 100%	foreign
Old Mutual (South Africa) Ltd.	100% shareholder of old mutual life holdings (south africa) limited	1 Sep 2000	75% - 100%	foreign
Old Mutual (Netherlands) B.V.	100% shareholder of old mutual (south africa) ltd.	1 Sep 2000	75% - 100%	foreign
Om Group (Uk) Limited	100% shareholder of old mutual (netherlands) b.v.	1 Sep 2000	75% - 100%	foreign
United Asset Management Uk Holdings Limited	100% owner	1 Nov 2000	75% - 100%	foreign
Jens Peter Moller Butcher	It manager	1 May 2001	Other	4411169
Scott Francis Powers	Non executive director	1 Dec 2003	Other	1482612
Thomas Moynihan Turpin	Non executive director	1 Apr 2005	Other	1888979
Old Mutual (Us) Holdings Inc	69.5% owner	1 Nov 2006	50% - 75%	foreign
Uam Uk Holdings Limited	Majority share owner	1 Nov 2006	50% - 75%	foreign
Rgp Shareco Limited	Share owner	1 Feb 2010	Other	foreign
David Michael Witzer	Chief compliance officer, cheif operating officer, chief financial officer, director	1 Nov 2010	Other	4338638
Malie Conway	Head of global credit, director, co-cio	1 Nov 2010	Other	4338649
Linda Tilton Gibson	Non-executive officer	1 Nov 2010	Other	1754883
David Robert Gillard	Head of portfolio strategy and director	1 May 2012	Other	6083791
David Robert Gillard	Head of strategy and director	1 Jun 2012	Other	6083791
David Joseph Jacob	Chief executive officer, director	1 Jan 2014	Other	4781536
Peter L. Bain	Non-executive director	1 Jun 2014	Other	4221890
Ian David Gladman	Non-executive director	1 Jun 2014	Other	6470180

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Old Mutual (Us) Holdings Inc	100% shareholder	1 Jul 1996	75% - 100%	04-2714625
Old Mutual Plc	100% shareholder of om group (uk) limited	1 May 1999	75% - 100%	foreign
Old Mutual (Us) Holdings Inc	100% owner of united asset management uk holdings limited	1 Nov 2000	75% - 100%	xxx-xx-xxxx
Om Group (Uk) Limited	100% shareholder of old mutual (us) holdings inc.	1 Jan 2003	75% - 100%	foreign
Old Mutual Plc	100% shareholder of om group (uk) limited	1 Jan 2003	75% - 100%	foreign
Om Group (Uk) Limited	100% shareholder of uam uk holdings limited	1 Jun 2014	75% - 100%	foreign

Based in London

The principal office where Rogge Global Partners Plc performs its advisory services is located at Sion Hall, London, Ec4 Y 0 Dz, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7842 8420 or by fax +44 20 7842 8421. The normal business hours are 8.00am to 7.00pm (gmt) on Monday - Friday. You can find more information about the New York firm at roggeglobal.com.