Asset Risk Consultants (UK) Limited

RIASEC Registered
Total AUM
$945M
Discretionary
$0
0% of AUM
Avg account
$94.5M
Accounts
10
Employees
16
Advisory reps
5

Firm details

Headquarters
London,
CRD number
292916
Registered since
September 22, 2020
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Risk Consultants (UK) Limited identifies as an independent RIA and a capital allocator that serves individual and family clients. The firm is SEC registered (2020) and lists its owner structure as a combination of a foreign entity and an individual. Its advisory work centers on financial planning and the selection of other advisers, indicating a model that blends client-facing planning with outsourced manager selection. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 73%, Private Funds 16%, Other 7%, Cash & Cash Equivalents 4%73%
  • Exchange Traded Equities73%
  • Private Funds16%
  • Other7%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • David Bartlett

    David Bartlett

    Group Chief Operating OfficerCRD 7640549

Contacts

3 of 4
  • Andrew O'neill

    Andrew O'neill

    Managing DirectorCRD 6972801

  • Paul Kearney

    Paul Kearney

    Managing DirectorCRD 7640558

  • Wayne McArdle

    Wayne McArdle

    ChairpersonCRD 7640568

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Level 6 10 Fetter Ln
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth