Ashmore Investment Advisors Limited

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$55.9M
Accounts
27
Employees
153
Advisory reps
8

Firm details

Headquarters
London,
CRD number
170303
Registered since
February 6, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles58.84%
  • Investment Companies36.75%
  • Corporations / Businesses4.42%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ashmore Investment Advisors Limited is an institutional-focused fund provider that is SEC registered (2014) and operates as a CPO/CTA and manager of pooled vehicles and investment companies. The firm uses a mix of percentage-of-AUM and performance-based fee arrangements and identifies as an active ESG investor. Ownership is described as a combination of a foreign entity and individuals. Industry relationships include roles as a broker-dealer affiliate, investment adviser, CPO/CTA, and sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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: Sovereign Bonds 54%, Exchange Traded Equities 12%, Non-Investment Grade Corp Bonds 11%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 9%, US Government Bonds 3%54%
  • Sovereign Bonds54%
  • Exchange Traded Equities12%
  • Non-Investment Grade Corp Bonds11%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents9%

Owners & executives

2 of 2
  • Mark Coombs

    Chief Executive OfficerCRD 2502479

  • George Grunebaum

    CEO & CCOCRD 2282530

Contacts

3 of 6
  • Robert Edwards

    Head of Human ResourcesCRD 5601332

  • Marlon Balroop

    Head of Risk ManagementCRD 5850204

  • Alexandra Autrey

    Alexandra Autrey

    Head of LegalCRD 6019554

Unlock 3 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
16 Palace St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth