Investec Asset Management Bvi Ltd. (Tortola)

Investec Asset Management Bvi Ltd. is a large advisory firm based in Tortola. It manages $397.45 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.

Investec Asset Management Bvi provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Investec Asset Management Bvi: assets under management

The assets under management (AUM) of Investec Asset Management Bvi Ltd. is $397.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $397.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.49 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investec Asset Management Bvi 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.

Careers at Investec Asset Management Bvi Ltd.

Cornel Franklin Baptiste has been acting as President since 1 Mar 2001. Kim Mary Mcfarland joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Investec Group Limited	100% shareholder of iam holdings	1 Dec 1925	75% - 100%	foreign
Investec Asset Management Pty Ltd	100% shareholder	1 Nov 1993	75% - 100%	foreign
Hendrik Jacobus Du Toit	Director	1 Nov 1993	Other	4447396
Brett Nicholas Comley	Director	1 Mar 1994	Other	4373934
Investec Holdings Limited	100% shareholder of investec group	1 Jan 1997	75% - 100%	foreign
Grant Timothy Brown	Director	1 Dec 1999	Other	4447378
Elizabeth De Vries	Director	1 Dec 1999	Other	4447390
Judy Grace Hylton	Director	1 Mar 2000	Other	4447397
Martyn David Crespel	Director	1 Jul 2000	Other	4447388
Kim Mary Mcfarland	Director	1 Oct 2000	Other	4373937
Nicholas Lane	Director	1 Oct 2000	Other	4447580
Cornel Franklin Baptiste	Director	1 Mar 2001	Other	4447373

Based in Tortola

The principal office where Investec Asset Management Bvi Ltd. performs its advisory services is located at Po Box 438 Road Town, Tortola, 00000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.