Fiduciary Trust International Ltd is a large advisory firm based in London. It manages $8.45 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.
Fiduciary Trust International provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Fiduciary Trust International Ltd is $8.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 260% 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 Fiduciary Trust International Ltd 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.
William Young Yun has been acting as President since 1 Apr 2000. John Matthew Lusk joined the executive team most recently as the Director.
The principal office where Fiduciary Trust International Ltd performs its advisory services is located at 45 Pall Mall, Times Place, London, Sw1 Y 5 Jg, 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 011-44-20-7925-7171 or by fax 011-44-20-7839-7265. The normal business hours are 9:00am to 6:00pm on Monday - Friday.