New Finance Capital LLP is a large advisory firm based in London. It manages $3.8 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2006.
New Finance Capital provides portfolio management for pooled investment vehicles, pension consulting services, 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.
The assets under management (AUM) of New Finance Capital LLP is $3.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay New Finance Capital LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip James Peter Woolliscroft joined the executive team most recently as the Chief Compliance Officer.
The principal office where New Finance Capital LLP performs its advisory services is located at 20 North Audley Street, 3 Rd Floor, London, W1 K 6 We, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 207 529 6700 or by fax +44 207 529 6701. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.newfinancecapital.com.