Mgpa (Europe) Limited (London)


Mgpa (Europe) Limited is a large advisory firm based in London. It manages $3.06 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012.

Mgpa (Europe) Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mgpa (Europe) Limited: assets under management

The assets under management (AUM) of Mgpa (Europe) Limited is $3.06 billion. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.04 billion in discretionary accounts and $23.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $607.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.99 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mgpa (Europe) Limited for their services and products based on a percentage of assets under management, fixed fees, 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 Mgpa (Europe) Limited

Olivier Antoine Roger Leon Vellay has been acting as President since 1 Nov 2011. Thomas William Lee joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Digby Cyril Okell Chairman - europe 1 Oct 2003 Other 6028971
Richard Martin Thomason Chief compliance officer 1 Oct 2008 Other 6028972
Steven Craig Willingham Chief financial officer 1 Jul 2010 Other 6028980
Laurent Xavier Luccioni Chief executive officer 1 Sep 2010 Other 6028969
Mgpa Holdings (Singapore) Pte. Ltd. Shareholder 1 Jul 2011 75% - 100% foreign entity
Olivier Antoine Roger Leon Vellay Director 1 Nov 2011 Other 6028978
Claire Marie Lamb Director 1 May 2012 Other 6070776
Thomas William Lee Chief executive officer 1 Jan 2013 Other 6028991

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Macquarie Bank Limited Ordinary shareholder 1 Jul 2004 50% - 75% foreign entity
Mgpa Limited Shareholder 1 Feb 2011 75% - 100% foreign entity

Based in London

The principal office where Mgpa (Europe) Limited performs its advisory services is located at 60 Sloane Avenue, London, Sw3 3 Xb, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7591 6630 or by fax +44 20 7052 0022. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.mgpa.com.