Hottinger
Firm details
- Headquarters
- London,
- CRD number
- 316515
- Registered since
- February 10, 2022
- Website
- hottinger.co.uk
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds31%
- Exchange Traded Equities19%
- Other19%
- Cash & Cash Equivalents18%
- Sovereign Bonds7%
Owners & executives
2 of 2Penelope Lovell
CEOCRD 8112349
Robert Cloete
Chief Investment OfficerCRD 8223440
Contacts
1 of 1
Timothy Sharp
Managing DirectorCRD 7448555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 4 Carlton Gdns St Jamess
- Office locations
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