Hottinger

RIASEC Registered
Total AUM
$1.5B
Discretionary
$762M
52% of AUM
Avg account
$2.3M
Accounts
637
Employees
24
Advisory reps
3

Firm details

Headquarters
London,
CRD number
316515
Registered since
February 10, 2022
Custodians
EDMOND DE ROTHSCHILD (SUISSE) SA, BANQUE JULIUS BAER, CREDO
Fee structure
Percentage of AUM
Client types
  • HNWI66.07%
  • Corporations / Businesses24.29%
  • Other3.36%
  • Insurance Companies2.94%
  • Individuals1.79%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Hottinger is an independent, SEC-registered registered investment adviser that began reporting in 2022 and is owned by a combination of individual and foreign-entity interests. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its primary fee model is a percentage of assets under management. Advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients, and the firm also publishes periodicals or newsletters. Hottinger operates additional business lines as an insurance broker and lists affiliations across the financial services ecosystem — including broker-dealer relationships and ties to banking and real estate broker activities. The firm does not identify ESG investing as an active focus.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 31%, Exchange Traded Equities 19%, Other 19%, Cash & Cash Equivalents 18%, Sovereign Bonds 7%, US Government Bonds 5%, State & Local Bonds 1%31%
  • Private Funds31%
  • Exchange Traded Equities19%
  • Other19%
  • Cash & Cash Equivalents18%
  • Sovereign Bonds7%

Owners & executives

2 of 2
  • Penelope Lovell

    CEOCRD 8112349

  • Robert Cloete

    Chief Investment OfficerCRD 8223440

Contacts

1 of 1
  • Timothy Sharp

    Timothy Sharp

    Managing DirectorCRD 7448555

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
4 Carlton Gdns St Jamess
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth