Ubk Asset Management Plc (London)

Name: Ubk Asset Management Plc
Address: #7 Baker Street, London, W1 U 8 Eg
Telephone: +442074876500

Ubk Asset Management Plc is a large advisory firm based in London. It manages $1.33 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001.

Ubk Asset Management Plc provides portfolio management for individuals and small businesses 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.

Ubk Asset Management Plc: assets under management

The assets under management (AUM) of Ubk Asset Management Plc is $1.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ubk Asset Management Plc 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.

Careers at Ubk Asset Management Plc

Graham Russell Dunnachie has been acting as President since 1 Aug 1998. Robert Lewis Friend has served as the Chief Investment Officer since 1 Jun 1998. Bahrain Pension Fund joined the executive team most recently as the Legal Entity.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The United Bank Of Kuwait Plc	Legal entity	1 Nov 1992	75% - 100%	foreign
The Public Institute For Social Security	Legal entity	1 Nov 1992	25% - 50%	foreign
The Commercial Bank Of Kuwait Sak	Legal entity	1 Nov 1992	Other	foreign
Robert Lewis Friend	Chief investment officer	1 Jun 1998	Other	1728774
Gulf Projects Investment Company	Legal entity	1 Jul 1998	Other	foreign
Graham Russell Dunnachie	Director	1 Aug 1998	Other	4455556
Bruno Martorano	Director	1 Apr 2000	Other	4455558
Kamal Jit Tugnait	Director	1 Apr 2000	Other	4455562
Ahli United Bank Bsc	Legal entity	1 Jul 2000	75% - 100%	foreign
Bahrain Pension Fund	Legal entity	1 Dec 2000	Other	foreign

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ahli United Bank Bsc	Bsc - bahrain shareholding company	1 Aug 2000	75% - 100%	foreign

Based in London

The principal office where Ubk Asset Management Plc performs its advisory services is located at #7 Baker Street, London, W1 U 8 Eg, 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 +442074876500 or by fax +442074876695. The normal business hours are 9:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at www.ahliunited.com.