NINETY ONE UK LIMITED

RIASEC RegisteredEst. 2012
Total AUM
$108B
Discretionary
$108B
100% of AUM
Avg account
$521M
Accounts
207
Employees
442
Advisory reps
10

Firm details

Headquarters
LONDON,
CRD number
158310
Registered since
March 30, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., HSBC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles44.47%
  • Other18.41%
  • Sovereign Wealth Funds10.88%
  • Pension & Profit Sharing Plans9.66%
  • Other Investment Advisers8.37%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ninety One UK Limited is a corporate investment adviser that works primarily with institutional clients. The firm is SEC-registered (since 2012) and reports offering portfolio management services to pooled investment vehicles and to businesses or institutions; it also engages in selecting sub‑advisers. It operates with a fee model that includes percentage-of-AUM fees and performance-based fees, and it identifies as an active ESG investor. Regulatory filings classify part of its activity as CPO/CTA. Ownership is reported to include foreign entities and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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 68%, Cash & Cash Equivalents 9%, Sovereign Bonds 8%, Investment Grade Corp Bonds 7%, Non-Investment Grade Corp Bonds 6%, US Government Bonds 2%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents9%
  • Sovereign Bonds8%
  • Investment Grade Corp Bonds7%
  • Non-Investment Grade Corp Bonds6%

Owners & executives

3 of 4
  • JOHN GREEN

    Chief Commercial OfficerCRD 6026378

  • JOHN MCNAB

    Co-Chief Investment OfficerCRD 5704827

  • HENDRIK DU TOIT

    Chief Executive OfficerCRD 4391762

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Contacts

3 of 6
  • GRANT CAMERON

    Managing DirectorCRD 6705071

  • WELTHAGEN SANDY

    Executive DirectorCRD 7735612

  • Kevin Alcock

    DirectorCRD 7771435

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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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ETF holdings

1 of 10

Active vs passive

$196M in ETFs

Passive

86%

$168M

Active

15%

$28.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY)BlackRockPassiveHigh Yield Bond$84.5M2,294,19843.08%

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
55 Gresham St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth