Asset Risk Consultants (UK) Limited

RIASEC RegisteredEst. 2020
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$124M
Accounts
11
Employees
15
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 is an independent registered investment adviser that functions primarily as a capital allocator and adviser to a very small number of high-net-worth individual and family clients. The firm focuses on financial planning and the selection of third‑party managers rather than acting as a discretionary portfolio manager; its filings indicate advisory relationships are non‑discretionary. Since its SEC registration in 2020 it has concentrated on implementing equity-centric portfolios delivered through separately managed accounts and exchange‑traded instruments, while also sourcing external alternative manager access for clients. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fees, reflecting a consultative, bespoke client engagement model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Private Funds 18%, Other 14%, Cash & Cash Equivalents 6%62%
  • Exchange Traded Equities62%
  • Private Funds18%
  • Other14%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • David Bartlett

    David Bartlett

    Group Chief Operating OfficerCRD 7640549

Contacts

3 of 4
  • Paul Kearney

    Paul Kearney

    Managing DirectorCRD 7640558

  • Wayne McArdle

    Wayne McArdle

    ChairpersonCRD 7640568

  • Andrew O'neill

    Andrew O'neill

    Managing DirectorCRD 6972801

Unlock 1 more contacts

Wealth teams

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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