New Star Investment Management Ltd (London)


New Star Investment Management Ltd is a large advisory firm based in London. It manages $14.23 billion of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2005.

New Star Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

New Star Investment Management: assets under management

The assets under management (AUM) of New Star Investment Management Ltd is $14.23 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $14.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Star Investment Management Ltd 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 New Star Investment Management Ltd

Deborah Jane Weekes has been acting as President since 1 Jan 2001. New Star Asset Management Group Plc joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Lincoln Duffield Chairman 1 May 2000 Other 4778067
New Star Asset Management Holdings Ltd (Previously New Star Asset Management Group Ltd) Owner 1 May 2000 75% - 100% foreign
Rupert Francis Ruvigny Chief compliance officer 1 Oct 2000 Other 4358489
Deborah Jane Weekes Director 1 Jan 2001 Other 4358486
Howard John Covington Chief executive officer 1 Jan 2001 Other 4358482
Mark Sydney Beale Director 1 Jan 2001 Other 4358506
Michael Ramon Langhorne Astor Director 1 Feb 2001 Other 5070993
John Philip Bromberg Jay Director 1 Feb 2001 Other 5071001
Alan Jonathan Richard Miller Director 1 Feb 2001 Other 5071005
Simon George Fendall Burgess Director 1 May 2001 Other 5070995
Ravinder Singh Anand Director 1 Aug 2001 Other 5070992
Richard Peter Pease Director 1 Aug 2001 Other 5071006
Tobias Richard Kynaston Thompson Director 1 Jan 2002 Other 5071010
Patrick Richard Evershed Director 1 Apr 2002 Other 5070999
George Timothy Steer Director 1 May 2002 Other 5071008
Charles Courtney Tritton Director 1 Jul 2002 Other 5071012
Stephen Whittaker Director 1 Jul 2002 Other 5071014
James Edward John Gledhill Director 1 Sep 2002 Other 5071000
Margaret Theodora Zemek Director 1 Jan 2003 Other 1227298
Gregor Robert Logan Director 1 Feb 2004 Other 5071002
Francesca Katherine Martin Director 1 Feb 2004 Other 5071004
Roger John Dossett Director 1 May 2005 Other 5070997
Guy Charles Desmond De Blonay Director 1 Jun 2005 Other 5070996
Philip John Roantree Director 1 Jun 2005 Other 5071007

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
New Star Asset Management Group Plc Owner 1 Nov 2005 75% - 100% foreign

Based in London

The principal office where New Star Investment Management Ltd performs its advisory services is located at 1 Knightsbridge Green, London, Sw1 X 7 Ne, 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 +44 207 225 9200 or by fax +44 207 225 9300. The normal business hours are 9 am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at newstaram.com (group website).

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