Longview Partners LLP

RIASEC RegisteredEst. 2006
Total AUM
$11.5B
Discretionary
$11.5B
100% of AUM
Avg account
$548M
Accounts
21
Employees
39
Advisory reps
6

Firm details

Headquarters
London,
CRD number
139390
Registered since
March 24, 2006
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, JP MORGAN LONDON
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 LLP is an institutional-focused investment adviser that manages concentrated equity allocations alongside third-party alternative managers. The firm runs portfolio management for pooled investment vehicles and for institutional clients, charging a mix of asset-based fees and performance-based fees. Longview reports being an active ESG investor, which indicates that environmental, social and governance factors are integrated into its public equity decision-making and manager selection processes. Given the custody footprint and account sizes, Longview operates with a pronounced institutional scale and a preference for liquid, exchange-traded instruments while layering select outsourced alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

3 of 4
  • Marina Lund

    Marina Lund

    Chief Executive OfficerCRD 4410156

  • Emma Davies

    Emma Davies

    CFO, PartnerCRD 7331174

  • Benjamin Welsher

    Benjamin Welsher

    Partner, COOCRD 7331179

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Contacts

2 of 2
  • Aimee Bove

    Head of ComplianceCRD 8139836

  • Tjeerd Voskamp

    Head of Global DistributionCRD 8232670

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
Savoystrand
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth