Eaton Vance Management (International) Limited (London)

Name: Eaton Vance Management (International) Limited
Address: 125 Old Broad Street, London, Ec2 N 1 Ar
Telephone: 44 0 203 207 1900

Eaton Vance Management (International) Limited is a large advisory firm based in London. It manages $1.52 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015.

Eaton Vance Management (International) Limited provides 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.

Eaton Vance Management (International) Limited: assets under management

The assets under management (AUM) of Eaton Vance Management (International) Limited is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 213% since the beginning of its operation, and $1.52 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.2 million each.

Investments

The firm invests in sovereign bonds the most. They account for 45% of the total AUM. The second-largest asset type is exchange traded securities, which make up 26% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eaton Vance 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.

What kind of clients Frederick Stewart Marius serves?

The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, and sovereign wealth funds and foreign official institutions. The largest group of clients of Frederick Stewart Marius is corporations or other businesses with 3 clients and $655.61 million of assets under management. Among the 9 most similar advisory firms, Eaton Vance Management (International) Limited has the 2nd highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.52 billion for 17 clients. 100% of the firm’s clients are foreign persons or businesses.

Eaton Vance Management (International) Limited doesn't advise any private funds.

Careers at Eaton Vance Management (International) Limited

The company employs 33 people that are either part- or full-time employees. 9 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Frederick Stewart Marius has been acting as President since 1 Jul 2008. Michaella Jo Callaghan joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eaton Vance Management	Owner	1 Jun 2001	75% - 100%	104859
Inc. Eaton Vance	Owner	1 Jun 2001	Other	04-3106242
Thomas Ewart Faust	Director	1 Nov 2007	Other	2843249
Frederick Stewart Marius	Director	1 Jul 2008	Other	3228364
Niall Michael Quinn	Director and chief executive officer	1 Apr 2009	Other	6559472
Ahmed Mooneer Salehmohamed	Uk compliance officer	1 Aug 2013	Other	6559521
Meghann L Clark	U.s. chief compliance officer	1 Sep 2015	Other	3094783
Meghann Louise Clark	U.s. chief compliance officer	1 Sep 2015	Other	3094783
David John Morley	Interim head of office	1 Jan 2016	Other	6609133
Michaella Jo Callaghan	Director	1 Sep 2016	Other	6752382
Tjalling Joost Halbertsma	Director	1 Sep 2016	Other	6752383

Indirect Owners

The SEC currently registers 26 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eaton Vance Corp. Voting Trust	Trust holding 100% of evc voting trust shares	1 Feb 1981	75% - 100%	04-6132064
Eaton Vance Corp.	Wholly owns evm	1 Oct 1990	75% - 100%	04-2718215
Thomas Ewart Faust	Trustee	1 Dec 1996	Other	2843249
Jeffrey Paul Beale	Trustee	1 Jan 2000	Other	4125134
Scott Hammond Page	Trustee	1 Jan 2000	Other	4125385
Payson Frederick Swaffield	Trustee	1 Jan 2000	Other	2023884
Michael William Weilheimer	Trustee	1 Jan 2000	Other	1821149
Cynthia Jane Clemson	Trustee	1 Jan 2006	Other	5097262
Matthew Joseph Witkos	Trustee	1 Jul 2007	Other	2034689
Walter Albert Row	Trustee	1 Nov 2007	Other	735570
Maureen Ann Gemma	Trustee	1 Jun 2008	Other	5548693
Brian Dean Langstraat	Trustee	1 Jan 2009	Other	2112877
David Morris Stein	Trustee	1 Jan 2009	Other	2511307
David Connor Mccabe	Trustee	1 Nov 2011	Other	2387411
Laurie Greenwald Hylton	Trustee	1 Mar 2012	Other	3243565
Daniel Carl Cataldo	Trustee	1 Mar 2012	Other	1452466
James Hamilton Evans	Trustee	1 Nov 2013	Other	1680973
Charles Bass Reed	Trustee	1 Nov 2013	Other	4655361
Ray Kelly Williams	Trustee	1 Nov 2013	Other	4754116
Craig Philip Russ	Trustee	1 Nov 2013	Other	6269189
Edward James Perkin	Trustee	1 May 2014	Other	3136911
John Lawrence Shea	Trustee	1 Dec 2014	Other	2803514
Lewis Richard Piantedosi	Trustee	1 Nov 2015	Other	6584265
Michael Andrew Cirami	Trustee	1 Nov 2015	Other	6588836
Craig Robert Brandon	Trustee	1 Nov 2015	Other	6590529
Eric A Stein	Trustee	1 Nov 2015	Other	4227833

Based in London

The principal office where Eaton Vance Management (International) Limited performs its advisory services is located at 125 Old Broad Street, London, Ec2 N 1 Ar, 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 0 203 207 1900 or by fax 44 0 207 256 9794. The normal business hours are 8:30 - 5:30 gmt on Monday - Friday. You can find more information about the New York firm at globalsolutions.eatonvance.com and its LinkedIn profile.