Mellon Investments (Uk) Limited is an adviser based in London. It manages $231.72 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.
Mellon Investments (Uk) Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. 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 Mellon Investments (Uk) Limited is $231.72 million, all of which is managed in discretionary accounts. $231.72 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Mellon Investments (Uk) 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.
The only and largest group of clients of Mellon Investments (Uk) Limited is pooled investment vehicles with 1 clients and $231.72 million of assets under management. Among the 10 most similar advisory firms, Mellon Investments (Uk) Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $231.72 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Mellon Investments (Uk) Limited doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 44 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 don’t receive compensation from other entities for client referrals.
The principal office where Mellon Investments (Uk) Limited performs its advisory services is located at Bny Mellon Centre, 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 44 020 7163 4648. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at bnymellon.com.