Arbion Limited

RIASEC Registered
Total AUM
$2.2B
Discretionary
$1.9B
86% of AUM
Avg account
$12.1M
Accounts
185
Employees
32
Advisory reps
10

Firm details

Headquarters
London,
CRD number
155663
Registered since
July 22, 2011
Website
arbion.com
Custodians
HSBC, CREDIT SUISSE
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI70.56%
  • Corporations / Businesses18.13%
  • Pooled Investment Vehicles7.21%
  • Other4.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arbion Limited is an independent registered investment adviser organized as a corporation and SEC-registered since 2011. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory activity centers on portfolio management for individuals and small businesses as well as for pooled investment vehicles. Compensation includes a percentage-of-AUM component and performance-based fees, and the firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 51%, Exchange Traded Equities 18%, Investment Grade Corp Bonds 17%, Non-Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 3%, Sovereign Bonds 2%, US Government Bonds 1%51%
  • Private Funds51%
  • Exchange Traded Equities18%
  • Investment Grade Corp Bonds17%
  • Non-Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Carnegie Smyth

    Carnegie Smyth

    Chief Executive Officer and PartnerCRD 6756906

  • Marco Pabst

    Marco Pabst

    Partner, Chief Investment OfficerCRD 7720040

  • Kirin Ohbi

    Kirin Ohbi

    Chief Operating Officer & General CounselCRD 7720041

Contacts

3 of 7
  • Daniel Pasini

    Daniel Pasini

    PartnerCRD 4422467

  • Greg Malone

    Greg Malone

    PartnerCRD 7650881

  • Alisevket Karaca

    Alisevket Karaca

    PartnerCRD 7720044

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
One Connaught Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth