Lgim International Ltd (London)


Lgim International Ltd is a large advisory firm based in London. It manages $380.44 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

Lgim International 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.

Lgim International: assets under management

The assets under management (AUM) of Lgim International Ltd is $380.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $380.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.41 million each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 59% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 38% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lgim 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.

What kind of clients Michael David Craston serves?

The firm provides services to other investment advisers and pooled investment vehicles. The largest group of clients of Michael David Craston is other investment advisers with 1 clients and $308.76 million of assets under management. Among the 9 most similar advisory firms, Lgim International has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $380.44 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Lgim International also advises several private funds.

Careers at Lgim International Ltd

The company employs 55 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael David Craston has been acting as President since 1 Jul 2011. Anton Norman Karl Eser joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Legal & General Investment Management (Holdings) Limited Shareholder 1 Jul 2011 75% - 100% foreign
Michael David Craston Director 1 Jul 2011 Other 5980318
Mark Joseph Zinkula Director, chief executive officer 1 Jul 2011 Other 4353387
Roger Michael Bartley Director 1 Jul 2011 Other 4939469
Ali Reza Toutounchi Director 1 Jul 2011 Other 2499908
Kerrigan William Procter Director 1 Jul 2011 Other 6039843
Andrew Kevin Overy Director, chief financial officer 1 Jul 2011 Other 6039846
Mary Ann Colledge Chief compliance officer 1 Jul 2011 Other 6039849
Teresa Jean Poy Chief compliance officer 1 Feb 2013 Other 6195313
Siobhan Geraldine Boylan Director, chief financial officer 1 May 2013 Other 5511959
Mary Ann Colledge Chief compliance officer 1 Aug 2014 Other 6039849
Aaron Meder Director 1 Mar 2016 Other 6104686
Anton Norman Karl Eser Director 1 Jun 2017 Other 6922150

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Legal & General Group Plc Shareholder 1 Jul 2011 75% - 100% foreign

Based in London

The principal office where Lgim International Ltd performs its advisory services is located at One Coleman Street, London, Ec2 R 5 Aa, 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 +44 203 124 3942. The normal business hours are 8:00am - 5:00pm on Monday - Friday.