Ruffer LLP
Firm details
- Headquarters
- London,
- CRD number
- 309733
- Registered since
- September 15, 2021
- Website
- www.ruffer.co.uk
- Custodians
- CUSTODIAN, CUSTODIAN
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles52.7%
- Individuals25.14%
- Corporations / Businesses10.46%
- Pension & Profit Sharing Plans6.28%
- Charitable Organizations4.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ruffer LLP is a limited liability partnership that registered with the SEC in 2021 and serves both high-net-worth individuals/families and institutional clients. The firm is owner-operated and charges fees based on a percentage of assets under management. It provides portfolio management across individual and pooled vehicles as well as for businesses and institutions, and it also functions in commodity pool/commodity trading advisor capacities. Ruffer maintains relationships with broker-dealers and other investment advisers as part of its operating footprint. The firm does not highlight ESG as an active investing focus.
Assets & Accounts
Public Holdings
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 Funds75%
- Sovereign Bonds10%
- Exchange Traded Equities8%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Neil Mcleish
Co-CIOCRD 2521827
Simon Mountain
Chief Operating OfficerCRD 7770385
Henry Maxey
Co-CIOCRD 5594511
Contacts
3 of 7Jocelyn North
PartnerCRD 8119646
Martin Cullen
Finance DirectorCRD 7714109
Edwina Blackford
Head of People and CultureCRD 7992817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$4.4M in ETFs
100%
$4.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI CHINA A ETF (CNYA) | BlackRock | Passive | China Region | $4.4M | 114,530 | 100.00% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 80 Victoria St
- Office locations
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