RUFFER LLP

RIASEC RegisteredEst. 2021
Total AUM
$24.2B
Discretionary
$24.2B
100% of AUM
Avg account
$4M
Accounts
6,056
Employees
312
Advisory reps
12

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 Vehicles48.92%
  • Individuals25.75%
  • Pension & Profit Sharing Plans11%
  • Corporations / Businesses8.7%
  • Charitable Organizations4.85%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ruffer LLP is organized as a limited liability partnership and has been SEC-registered since 2021. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its regulated activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. Ruffer does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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: Private Funds 79%, Exchange Traded Equities 7%, US Government Bonds 6%, Sovereign Bonds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%79%
  • Private Funds79%
  • Exchange Traded Equities7%
  • US Government Bonds6%
  • Sovereign Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 5

  • NEIL MCLEISH

    Co-CIOCRD 2521827

  • Simon Mountain

    Chief Operating OfficerCRD 7770385

  • HENRY MAXEY

    Co-CIOCRD 5594511

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Contacts

3 of 7

  • JOCELYN NORTH

    PartnerCRD 8119646

  • Martin Cullen

    Finance DirectorCRD 7714109

  • LUCY HODGSON

    Head of ComplianceCRD 7959419

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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 1

Active vs passive

$1.4M in ETFs

Passive

100%

$1.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI CHINA A ETF (CNYA)BlackRockPassiveChina Region$1.4M40,740100.00%

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
80 Victoria St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth