First State Investment Management (Uk) Limited is a large advisory firm based in Edinburgh. It manages $21.97 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New Hampshire.
First State Investment Management (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.
The assets under management (AUM) of First State Investment Management (Uk) Limited is $21.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 334% since the beginning of its operation, and $21.97 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay First State Investment Management (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.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Kanesh Vallabhdas Lakhani is pooled investment vehicles with 27 clients and $20.52 billion of assets under management. Among the 10 most similar advisory firms, First State Investment Management (Uk) Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $21.97 billion for 34 clients. 100% of the firm’s clients are foreign persons or businesses.
First State Investment Management (Uk) Limited doesn't advise any private funds.
The company employs 337 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kanesh Vallabhdas Lakhani has been acting as President since 1 Feb 2012. Inc Mitsubishi Ufj Financial Group joined the executive team most recently as the Shareholder.
The principal office where First State Investment Management (Uk) Limited performs its advisory services is located at 23 St Andrew Square, Edinburgh, Eh2 1 Bb The mailing address of the firm is Finsbury Circus House, London, Ec2 M 7 Eb. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 (0)131 473 2200. The normal business hours are 0800gmt-1800gmt on Monday - Friday. You can find more information about the New York firm at firststateinvestments.com/fsigloballanding.aspx.