Morley Fund Management International Limited (London)

Name: Morley Fund Management International Limited
Address: 1 Poultry, London, Ec2 R 8 Ej
Telephone: +44 (0) 207 809 6000

Morley Fund Management International Limited is a large advisory firm based in London. It manages $4.07 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003.

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

Morley Fund Management International Limited: assets under management

The assets under management (AUM) of Morley Fund Management International Limited is $4.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $339.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morley Fund Management International Limited for their services and products based on a percentage of assets under management. 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 Morley Fund Management International Limited

Gerald Holtham has served as the Chief Investment Officer since 1 May 2000 and Alain Henri Dromer is the Chief Executive Officer of Morley Fund Management International Limited family office. Siobhan Geraldine Boylan joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Twyman	Group executive director - aviva plc	1 Mar 2000	Other	4367094
Keith Jones	Managing director	1 Apr 2000	Other	4365968
Gerald Holtham	Chief investment officer	1 May 2000	Other	4366048
Aviva Plc	Holding company	1 May 2000	75% - 100%	foreign
Ian Womack	Managing director property	1 Jul 2000	Other	4365981
Mamoru Imai	Managing director, morley fund management, japan	1 Jul 2000	Other	4366052
Morley Investment Holdings Limited	Holding company	1 Dec 2000	75% - 100%	foreign
Jan Nuttall	Director of human resources	1 Oct 2001	Other	4516186
Gerard Quirke	Chief financial officer	1 Dec 2001	Other	4366065
Dean Stannard	Managing director of international	1 Dec 2001	Other	4366960
Mike Gould	Head of compliance	1 Dec 2001	Other	4516188
Michelle Sorrell	Head of legal	1 Jan 2002	Other	4374365
Daniel John Fasciano	Head of fixed income in boston	1 Apr 2002	Other	4518411
Alan David Gadd	Managing director uk retail	1 Jan 2003	Other	4649514
Alistar Dougal Morrison	Managing director institutional	1 Jan 2003	Other	4649513
Raoul Philip Gustav Bachmann	Managing director continental european retail	1 Jan 2003	Other	1930913
Steven Michael Macnamara	Head of boston office and us equities	1 Jun 2003	Other	1569776
Nicholas David Alford	Chief operating officer	1 Aug 2003	Other	4780798
David Kenneth Watson	Chief financial officer	1 Nov 2003	Other	4780799
Katherine Lucy Garrett Cox	Chief investment officer	1 Mar 2004	Other	4780803
Bindesh Savjani	Head of compliance and business risk	1 Mar 2004	Other	4780800
David Cawthrow	Chief compliance officer	1 Mar 2005	Other	4935847
Christopher Miles Oglethorpe	Director of human resources	1 Nov 2005	Other	5108450
Morley Fund Management Group Ltd	Holding company	1 Mar 2006	75% - 100%	foreign
Aviva Investors Holdings Ltd	Holding company	1 Mar 2006	75% - 100%	foreign
James Leonard Tanner	Managing director distribution	1 May 2006	Other	1042252
Andrew Marsden Jones	Senior investment compliance manager	1 Aug 2006	Other	5108447
Adrian Jarvis	Interim chief investment officer	1 Mar 2007	Other	4366070
Siobhan Geraldine Boylan	Chief financial officer	1 Aug 2007	Other	5511959
Alain Henri Dromer	Chief executive officer	1 Sep 2007	Other	4497933

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aviva International Holdings Ltd	Shareholder	1 Nov 2006	75% - 100%	foreign
Aviva Insurance Ltd	Shareholder	1 Nov 2006	75% - 100%	foreign
Aviva International Insurance Ltd	Shareholder	1 Nov 2006	75% - 100%	foreign
Aviva Group Holdings Ltd	Shareholder	1 Nov 2006	75% - 100%	foreign
Aviva Plc	Shareholder	1 Nov 2006	75% - 100%	foreign

Based in London

The principal office where Morley Fund Management International Limited performs its advisory services is located at 1 Poultry, London, Ec2 R 8 Ej, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44 (0) 207 809 6000 or by fax +44 (0) 207 489 7940. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at www.morleyfm.com.