Veritas Asset Management (Uk) Limited (London)

Name: Veritas Asset Management (Uk) Limited
Address: Elizabeth House, 39 York Road, London, Se1 7 Nq
Telephone: 01144 207961 1600

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.