Worldinvest Limited (London)

Name: Worldinvest Limited
Address: 6 Th Floor, 5 Princes Gate, London, Sw7 1 Ns
Telephone: 001.44.207.225.9200

Worldinvest Limited is a large advisory firm based in London. It manages $1.1 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

Worldinvest Limited provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Worldinvest Limited: assets under management

The assets under management (AUM) of Worldinvest Limited is $1.1 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worldinvest Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Worldinvest Limited

Deborah Jane Weekes has been acting as President since 1 Jan 2001. Anna Elizabeth Kirk joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Charles Brown	Director	1 Jan 1985	Other	4358493
Mark Sydney Beale	Director	1 Mar 1989	Other	4358506
Richard David Lewis	Director	1 Oct 1994	Other	4358502
Christie Barnes Sanders	Director	1 Jul 1998	Other	4358515
Deborah Jane Weekes	Chief compliance officer & chief finance officer	1 Nov 2000	Other	4358486
New Star Institutional Managers Holdings Limited (Previously Worldinvest Holdings Limited)	Owner	1 Dec 2000	75% - 100%	foreign
Rupert Ruvigny	Director	1 Dec 2000	Other	4358489
Howard Covington	Director	1 Dec 2000	Other	4358482
Worldinvest Holdings Limited	Owner	1 Dec 2000	75% - 100%	foreign
Deborah Jane Weekes	Director	1 Jan 2001	Other	4358486
Anna Elizabeth Kirk	Director	1 Jan 2001	Other	4358484

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
New Star Asset Management Group Limited	Shareholder	1 Dec 2000	75% - 100%	foreign

Based in London

The principal office where Worldinvest Limited performs its advisory services is located at 6 Th Floor, 5 Princes Gate, London, Sw7 1 Ns, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 001.44.207.225.9200 or by fax 001.44.207.225.9300. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at worldinvest.com.