Liberty Ermitage Asset Management Jersey Limited (St Helier)

Name: Liberty Ermitage Asset Management Jersey Limited
Address: 1 St Floor, St Helier, Je1 9 Lb
Telephone: 011-44-1534-615-500

Liberty Ermitage Asset Management Jersey Limited is a large advisory firm based in St Helier. It manages $3.56 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2005.

Liberty Ermitage Asset Management Jersey Limited provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liberty Ermitage Asset Management Jersey Limited: assets under management

The assets under management (AUM) of Liberty Ermitage Asset Management Jersey Limited is $3.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liberty Ermitage Asset Management Jersey 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.

Careers at Liberty Ermitage Asset Management Jersey Limited

Ermitage Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Liberty Ermitage Jersey Limited	Shareholder	1 Feb 1996	75% - 100%	foreign
Ermitage Jersey Limited	Shareholder	1 Feb 1996	75% - 100%	foreign
Sidney Place	Non-executive director	1 Jan 2001	Other	5073539
Andrew Noel Whelan	Executive director	1 Dec 2001	Other	5073538
Richard Mansell Jones	Non-executive director	1 Oct 2002	Other	5073543
Deon De Clerk	Non-executive director	1 Apr 2003	Other	5073540
Myles John Dennis Ruck	Non-executive director	1 Apr 2003	Other	5073542
Mark Hucker	Chief operating officer	1 Jan 2004	Other	5073536
Ian Christopher Cadby	Chief executive officer	1 Sep 2004	Other	5073535
Jonathan Dominic Wauton	Executive director	1 Nov 2004	Other	5228160

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Liberty Group Limited	Shareholder	1 Sep 1957	75% - 100%	foreign
Libgroup Jersey Holdings Limited	Shareholder	1 Nov 2000	75% - 100%	foreign
Ermitage Limited	Shareholder	1 May 2006	75% - 100%	foreign
Caledonia Investments Plc	Shareholder	1 May 2006	50% - 75%	foreign

Based in St Helier

The principal office where Liberty Ermitage Asset Management Jersey Limited performs its advisory services is located at 1 St Floor, St Helier, Je1 9 Lb, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-44-1534-615-500 or by fax 011-44-1534-615-513. The normal business hours are 8.30am - 5.30pm on Monday - Friday. You can find more information about the New York firm at www.libertyermitage.com.