Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 08/01/2017
ADV Location LONDON, United Kingdom
Contact Info 00 xxxxxxx
Websites
AUM* 1,402,597,162 78%
of that, discretionary 1,115,295,546 117%
Number of Employees 9 125%
of those in investment advisory functions 5 67%
Private Fund GAV* 0
Avg Account Size 5,156,607 17%
% High Net Worth 92.65% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 956M 797M 637M 478M 319M 159M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$5,548,886,150 % Position5.00% $ Change-7.00% # Change5.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$4,654,320,784 % Position4.00% $ Change-12.00% # Change-4.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$4,523,603,972 % Position4.00% $ Change13.00% # Change21.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$4,061,151,728 % Position3.00% $ Change-26.00% # Change-3.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$1,942,750,374 % Position2.00% $ Change-15.00% # Change-1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$2,496,376,912 % Position2.00% $ Change-8.00% # Change1.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$2,086,191,491 % Position2.00% $ Change-5.00% # Change6.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$1,079,714,760 % Position1.00% $ Change-25.00% # Change-18.00%
Stck Ticker110122108 Stock NameBRISTOL-MYERS SQUIBB CO $ Position$728,383,332 % Position1.00% $ Change9.00% # Change-3.00%
Stck Ticker57636Q104 Stock NameMASTERCARD INCORPORATED $ Position$714,544,279 % Position1.00% $ Change-16.00% # Change-4.00%