Morley Fund Management International Limited is a large advisory firm based in London. It manages $4.07 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003.
Morley Fund Management International Limited provides portfolio management for pooled investment vehicles. 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 Morley Fund Management International Limited is $4.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Morley Fund 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.
Gerald Holtham has served as the Chief Investment Officer since 1 May 2000 and Alain Henri Dromer is the Chief Executive Officer of Morley Fund Management International Limited family office. Siobhan Geraldine Boylan joined the executive team most recently as the Chief Financial Officer.
The principal office where Morley Fund Management International Limited performs its advisory services is located at 1 Poultry, London, Ec2 R 8 Ej, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 (0) 207 809 6000 or by fax +44 (0) 207 489 7940. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at www.morleyfm.com.