Merrill Lynch Asset Management Uk Limited (London)


Merrill Lynch Asset Management Uk Limited is a large advisory firm based in London. It manages $14.2 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001.

Merrill Lynch Asset Management Uk Limited provides 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.

Merrill Lynch Asset Management Uk Limited: assets under management

The assets under management (AUM) of Merrill Lynch Asset Management Uk Limited is $14.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merrill Lynch Asset Management Uk Limited for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Merrill Lynch Asset Management Uk Limited

Terry Kimball Glenn has been acting as President since 1 Mar 1999. Inc. Blackrock joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ml Europe Plc Owner 1 Dec 1978 50% - 75% 98-0159382
Inc. Ml International Holdings Owner 1 Dec 1987 75% - 100% 13-3134930
Ml International Incorporated Owner 1 Dec 1987 75% - 100% 13-2859641
Inc. Merrill Lynch & Co. Parent holding company 1 Dec 1987 Other 13-2740599
Ml Europe Plc Owner 1 Dec 1987 50% - 75% 98-0159382
Nicholas C D Hall Director 1 Dec 1995 Other 4347545
James Stratford Compliance director - u.k. 1 Sep 1998 Other 4347540
Jerry Weiss Compliance director - u.s. 1 Dec 1998 Other 2174859
Donald C Burke Treasurer 1 Mar 1999 Other 4354900
Terry Kimball Glenn Chairman/director 1 Mar 1999 Other 734684
Lawrence D. Haber Chief financial officer 1 Feb 2000 Other 4347806
Peter John Gibbs Managing director 1 Mar 2000 Other 4348014
Christopher John Rimmer Chief financial officer 1 Mar 2003 Other 4770358
Brian Andrew Murdock Director 1 May 2003 Other 1029254
Thomas D. Jones Compliance director - u.s. 1 Oct 2003 Other 4722768
James Trewin Stratford Chief compliance officer 1 Oct 2003 Other 4348119
Jeffrey Hiller Compliance director - u.s. 1 Jul 2004 Other 2612970
Robert William Fairbairn Chief executive officer, director & chairman 1 Jun 2005 Other 4992372
Jeffrey Hiller Compliance director - u.s. 1 Jul 2005 Other 2612970
Katherine M Shircliff Chief financial officer 1 Jul 2005 Other 5015447
Blackrock Group Limited Sole shareholder 1 Sep 2006 75% - 100% 12-3456789

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Blackrock Sole shareholder 1 Sep 2006 75% - 100% 51-0380803
Llc Blackrock Holdco 1 Sole shareholder 1 Sep 2006 75% - 100% 68-0635710
Llc Br Holdco 2 Soleshare holder 1 Sep 2006 75% - 100% 68-0635711
Inc. Blackrock Financial Management Majority shareholder 1 Sep 2006 75% - 100% 12-3456789
Inc. Blackrock Advisors Holdings Sole shareholder 1 Sep 2006 75% - 100% 23-2834205
Inc. Blackrock International Holdings Sole shareholder 1 Sep 2006 75% - 100% 06-1543710

Based in London

The principal office where Merrill Lynch Asset Management Uk Limited performs its advisory services is located at 33 King William Street, London, Ec4 R 9 As The mailing address of the firm is 33 King William Street, London, Ec4 R 9 As. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-44-020-7743-2253 or by fax 011-44-207-743-1000. The normal business hours are 9 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.mlim.ml.com.