Veritas Asset Management (Uk) Limited (London)


Veritas Asset Management (Uk) Limited is an adviser based in London. It manages $1.96 billion of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2005.

Veritas Asset Management (Uk) Limited provides portfolio management for individuals and small businesses, 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.

Veritas Asset Management (Uk) Limited: assets under management

The assets under management (AUM) of Veritas Asset Management (Uk) Limited is $1.96 billion. The firm's AUM has grown by 113% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.57 billion in discretionary accounts and $392.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $392.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Veritas Asset Management (Uk) Limited for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Veritas Asset Management (Uk) Limited

Stewart Worth Newton has been acting as President since 1 Jun 2005. Ian Andrew Fridlington joined the executive team most recently as the Private Client Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Anthony Solomon Rosenfelder Managing director 1 Jan 1993 Other 5033396
James Henry Denham Director 1 Sep 1997 Other 5033380
Margaret Rose Woods Director 1 Oct 2000 Other 5033397
Richard John Grant Chief financial officer 1 Mar 2004 Other 5033386
The Real Return Holdings Company Limited Private limited company 1 Jun 2004 75% - 100% foreign
Charles Buchan Richardson Chief executive officer 1 Jun 2004 Other 5033394
The Real Return Group Limited Private limited company 1 Jun 2004 75% - 100% foreign
Andrew Nicholas Headley Director 1 Jul 2004 Other 5033391
Jacqueline Carol Gooch Compliance officer 1 Aug 2004 Other 5033382
Xuejun Sun Fund manager 1 Aug 2004 Other 5462927
Stewart Worth Newton Director 1 Jun 2005 Other 5032868
John Edward Campbell Director 1 Jun 2005 Other 5033378
Ian Andrew Fridlington Private client director 1 Aug 2007 Other 5466250

Based in London

The principal office where Veritas Asset Management (Uk) Limited performs its advisory services is located at Elizabeth House, 39 York Road, London, Se1 7 Nq, 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 01144 207961 1600 or by fax 01144 207961 1602. The normal business hours are 0900 to 1700 on Monday - Friday. You can find more information about the New York firm at www.veritas-asset.com.

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