Veritas Asset Management LLP

RIASEC RegisteredEst. 2015
Total AUM
$19.1B
Discretionary
$19.1B
100% of AUM
Avg account
$478M
Accounts
40
Employees
42
Advisory reps
4

Firm details

Headquarters
London,
CRD number
174314
Registered since
April 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans56.97%
  • Pooled Investment Vehicles27.44%
  • State / Municipal Government9.81%
  • Charitable Organizations2.77%
  • Insurance Companies1.58%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Veritas Asset Management LLP is a privately held limited liability partnership registered with the SEC in 2015 that serves institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees and reports activity as a commodity pool operator/commodity trading adviser alongside traditional advisory services. Its advisory remit includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutional clients. Veritas identifies itself as an active ESG investor and is organized with foreign-entity and individual ownership. It also reports affiliations with broker-dealers and other investment advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Nicola Smith

    Nicola Smith

    Chief Operating OfficerCRD 7464921

Contacts

3 of 3
  • Andrew Headley

    Andrew Headley

    Fund Manager and Head of GlobalCRD 5033391

  • Antony Burgess

    Antony Burgess

    Head of Clients and Investment SpecialistsCRD 7087845

  • Xuejun Sun

    Xuejun Sun

    Fund ManagerCRD 5462927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Smarts Pl
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth