Lloyds Offshore Private Clients Limited (Jersey, Channel Islands)

Lloyds Offshore Private Clients Limited is an adviser based in Jersey, Channel Islands. It manages $69.55 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, New York, and Virginia.

Lloyds Offshore Private Clients Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lloyds Offshore Private Clients Limited: assets under management

The assets under management (AUM) of Lloyds Offshore Private Clients Limited is $69.55 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $69.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $915.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lloyds Offshore Private Clients Limited for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lloyds Offshore Private Clients Limited

Michael Clarence Le Masurier has been acting as President since 1 Jan 1997. Lloyds Banking Group Plc joined the executive team most recently as the Uk Ultimate Parent.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Clarence Le Masurier	Director	1 Jan 1997	Other	4363536
Michael Coombes	Chief compliance officer	1 Nov 2001	Other	4488284
Lloyds Tsb Offshore Limited	Parent company	1 Jan 2005	75% - 100%	foreign
Adrian Hick	Director	1 Mar 2007	Other	5314760
Scott Ross Mcfarlane	Director	1 Sep 2008	Other	5649841
Gary Brownbridge	Director	1 Sep 2008	Other	5649844

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lloyds Tsb Bank Plc	Uk holding company	1 Oct 1987	75% - 100%	161257
Lloyds Bank Subsidiaries Limited	Uk holding company	1 Jun 1999	75% - 100%	foreign
Lloyds Tsb Offshore Holdings Limited	Jersey holding company	1 Jan 2005	75% - 100%	foreign
Lloyds Banking Group Plc	Uk ultimate parent	1 Jan 2009	75% - 100%	foreign
Uk Financial Investments Limited	British government	1 Jan 2009	25% - 50%	foreign

Based in Jersey, Channel Islands

The principal office where Lloyds Offshore Private Clients Limited performs its advisory services is located at 11/12 Esplanade, Jersey, Channel Islands, Je4 8 Rs The mailing address of the firm is Po Box 195, 11/12 Esplanade, Jersey, Je4 8 Rs. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 1534 845845 or by fax 44 1534 845577. The normal business hours are 0900 - 1700 on Monday - Friday.