M&G Investment Management Ltd. is a large advisory firm based in London, England. It manages $292.59 billion of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001.
M&G Investment Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and arranging (bringing about) deals in investments.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as promoting non-us inv't funds to eligible persons.
The assets under management (AUM) of M&G Investment Management Ltd. is $292.59 billion. The firm's AUM has grown by 61% since the beginning of its operation, and $292.59 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay M&G Investment Management Ltd. for their services and products based on a percentage of assets under management, fixed fees, 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 insurance companies, other investment advisers, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Simon Humphrey Westland Pilcher is insurance companies with 14 clients and $155.87 billion of assets under management. Among the 10 most similar advisory firms, M&G Investment Management has the 2nd highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $292.59 billion for 144 clients. 100% of the firm’s clients are foreign persons or businesses.
M&G Investment Management also advises several private funds. Namely, one hedge fund, seven other private funds, and one private equity fund. The minimum investment commitment required of non-related persons ranges from $676,375 to $13,503,000.
The company employs 1,441 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.
Simon Humphrey Westland Pilcher has been acting as President since 1 Nov 1999. Sean Andrew Fitzgerald joined the executive team most recently as the Director.
The principal office where M&G Investment Management Ltd. performs its advisory services is located at 10 Fenchurch Avenue, London, England, Ec3 M 5 Ag, 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 +44 800 390 390. The normal business hours are 9.00am to 5.00pm on Monday - Friday.