Marathon Asset Management (Services) Ltd is a large advisory firm based in London. It manages $10.32 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Marathon Asset Management (Services) provides 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 Marathon Asset Management (Services) Ltd is $10.32 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marathon Asset Management (Services) Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William James Arah has been acting as President since 1 Feb 1987. Simon Philip Davies joined the executive team most recently as the Compliance Officer.
The principal office where Marathon Asset Management (Services) Ltd performs its advisory services is located at Orion House, London, Wc2 H 9 Ea, 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 011 44 207 497 2211 or by fax 011 44 207 497 2399. The normal business hours are 8.00 am until 6.00 pm on Monday - Friday. You can find more information about the New York firm at www.marathon.co.uk.