Insight Investment International Limited is a large advisory firm based in London. It manages $6.8 billion of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.
Insight Investment International Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Insight Investment International Limited is $6.8 billion. The firm's AUM has gone down by -18% since the beginning of its operation, and $2.95 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Insight Investment International Limited 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.
The firm provides services to investment companies, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mitchell Evan Harris is pension and profit sharing plans with 33 clients and $5.06 billion of assets under management. Among the 11 most similar advisory firms, Insight Investment International Limited has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $6.8 billion for 70 clients. 67% of the firm’s clients are foreign persons or businesses.
Insight Investment International Limited doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Mitchell Evan Harris has been acting as President since 1 Oct 2004. Seth Gelman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Insight Investment International Limited performs its advisory services is located at 160 Queen Victoria Street, London, Ec4 V 4 La, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 20 7163 4000 or by fax +44 20 7321 1324. The normal business hours are 0800 to 1800 on Monday - Friday. You can find more information about the New York firm at bnymellon.com.