Vestra Us Wealth Management Ltd (London)

Name: Vestra Us Wealth Management Ltd
Address: 14 Cornhill, London, Ec3 V 3 Nr
Telephone: +44 203 207 8000

Vestra Us Wealth Management Ltd is a large advisory firm based in London. It manages $282.71 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Connecticut, Delaware, and 8 other states.

Vestra Us Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vestra Us Wealth Management: assets under management

The assets under management (AUM) of Vestra Us Wealth Management Ltd is $282.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 842% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $282.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $611.93 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vestra Us Wealth Management 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.

Careers at Vestra Us Wealth Management Ltd

Paul David Nixon has been acting as President since 1 Jun 2012. Lgt Group Foundation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vestra Wealth Llp	Sole shareholder	1 May 2012	75% - 100%	foreign
Lgt Vestra Llp	Sole shareholder of lgt vestra us limited	1 May 2012	75% - 100%	foreign
Paul David Nixon	Director	1 Jun 2012	Other	6092162
Neil Mark Williams	Director	1 Jun 2012	Other	6092164
Matthew Benedict Evans	Director	1 Jun 2012	Other	6092163
David Martyn Scott	Director, ceo	1 Jun 2012	Other	6092166
Paul Pollard	Director	1 Jun 2012	Other	6103137
Siobhan Elizabeth Lazeris	Chief compliance officer	1 Jul 2012	Other	2593564
Steven John Payne	Chief compliance officer	1 Apr 2015	Other	6475876
Benjamin James Snee	Director	1 Jun 2015	Other	6532330

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Johann Adam Pius Ii Von Und Zu Liechtenstein	Beneficiary	1 Jan 1970	Other	6026888
Prince Of Liechenstein Foundation	Beneficiary	1 Jul 2001	Other	foreign
Lgt Group Foundation	Shareholder	1 Jun 2016	75% - 100%	foreign
Lgt Uk Holdings Limited	Shareholder	1 Jun 2016	75% - 100%	foreign

Based in London

The principal office where Vestra Us Wealth Management Ltd performs its advisory services is located at 14 Cornhill, London, Ec3 V 3 Nr, 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 +44 203 207 8000 or by fax +44 203 207 8001. The normal business hours are 09:00 - 17:00 gmt on Monday - Friday. You can find more information about the New York firm at vestrawealth.com/.