Old Mutual Global Advisors (Uk) Limited (London)


Old Mutual Global Advisors (Uk) Limited is a large advisory firm based in London. It manages $7.83 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2013.

Logo

Old Mutual Global Advisors (Uk) Limited provides 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.

Old Mutual Global Advisors (Uk) Limited: assets under management

The assets under management (AUM) of Old Mutual Global Advisors (Uk) Limited is $7.83 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.83 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.73 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Old Mutual Global Advisors (Uk) Limited 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Old Mutual Plc 100% shareholder 1 May 1999 75% - 100% foreign
Skandia Investment Group Holdings 100% shareholder 1 Mar 2009 75% - 100% foreign
Old Mutual Wealth Management 100%shareholder 1 Mar 2013 75% - 100% foreign

Based in London

The principal office where Old Mutual Global Advisors (Uk) Limited performs its advisory services is located at 2 Lambeth Hill, London, Ec4 P 4 Wr, 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 0 207 332 7500 or by fax 44 0 207 7489 5252. The normal business hours are 8am -5.30pm (gmt) on Monday - Friday. You can find more information about the New York firm at www.omglobalinvestors.com.