Longview Partners (Guernsey) Limited

RIASEC RegisteredEst. 2007
Total AUM
$11.5B
Discretionary
$11.5B
100% of AUM
Avg account
$548M
Accounts
21
Employees
7
Advisory reps
7

Firm details

Headquarters
St Peter Port,
CRD number
143875
Registered since
December 13, 2007
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.39%
  • State / Municipal Government20.38%
  • Sovereign Wealth Funds17.99%
  • Pension & Profit Sharing Plans7.34%
  • Charitable Organizations2.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Longview Partners (Guernsey) Limited is a Guernsey-incorporated institutional registered investment adviser that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. It charges both a percentage-of-assets fee and performance-based fees and reports being an active ESG investor. Longview operates as a corporation with ownership described as a combination of a foreign entity and individual interests, and it has industry affiliations that include broker-dealer activity, other investment-adviser roles, and sponsor/GP or managing-member responsibilities for pooled vehicles.

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Peter Cornell

    Peter Cornell

    President and Co-Chief Investment OfficerCRD 6459996

Contacts

3 of 6
  • Joanne Peacegood

    Joanne Peacegood

    Board of DirectorsCRD 7273682

  • Andrew Henton

    Andrew Henton

    Board of DirectorsCRD 6678974

  • Elizabeth Campbell

    Elizabeth Campbell

    Executive DirectorCRD 6770405

Unlock 3 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

St Peter Port, null

Location

St Peter Port, null

Headquartered in St Peter Port, null.

Address
Ml Ct
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth