Schroders Newfinance Capital LLP is a large advisory firm based in London. It manages $3.15 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2011.
Schroders Newfinance Capital provides portfolio management for businesses and institutional clients, selection of other advisers, and private funds. 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 Schroders Newfinance Capital LLP is $3.15 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schroders Newfinance Capital LLP 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.
David J Mooney has served as the Chief Investment Officer since 1 Sep 2011 and Miles O'connor is the Chief Executive Officer of Schroders Newfinance Capital LLP family office. Stephen George White joined the executive team most recently as the Chief Operating Officer.
The principal office where Schroders Newfinance Capital LLP performs its advisory services is located at 31 Gresham Street, London, Ec2 V7 Qa, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +0207 658 6000. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.newfinancecapital.com.