NS Partners Ltd

RIASEC RegisteredEst. 1986
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$73.3M
Accounts
80
Employees
21
Advisory reps
10

Firm details

Headquarters
London,
CRD number
110625
Registered since
January 24, 1986
Custodians
RBC CAPITAL MARKETS, LLC, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers86.62%
  • Pooled Investment Vehicles7.16%
  • Corporations / Businesses3.89%
  • Investment Companies2.33%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NS Partners Ltd is a corporation that acts as an institutional-focused investment adviser and manager. The firm has been SEC-registered since 1986 and is owned by a mix of a foreign entity and an individual. Its advisory work spans portfolio management for investment companies, pooled investment vehicles, and institutions or businesses. NS Partners charges both percentage-of-AUM and performance-based fees and reports active engagement with ESG factors. The firm is affiliated with other investment-manager roles (including sponsor/GP and CPO/CTA-type activities) and is marked as a related adviser to other entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 3
  • Timothy Bray

    Timothy Bray

    Co-Chief Investment OfficerCRD 4927570

  • Ian Beattie

    Ian Beattie

    Co-Chief Investment Officer, Portfolio ManagerCRD 4927569

  • John Stoddart

    John Stoddart

    President and Chief Executive OfficerCRD 4347635

Contacts

3 of 7
  • Michael Walsh

    Michael Walsh

    Managing DirectorCRD 6734500

  • Smriti Duggal

    Compliance OfficerCRD 8129907

  • Eric Hasenauer

    Eric Hasenauer

    Head of US Institutional SalesCRD 4260318

Unlock 4 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

London, null

Location

London, null

Headquartered in London, null.

Address
Sw House 11a Regent St St Jamess
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth