Hottinger
Firm details
- Headquarters
- London,
- CRD number
- 316515
- Registered since
- February 10, 2022
- Custodians
- EDMOND DE ROTHSCHILD (SUISSE) SA, BANQUE JULIUS BAER, CREDO
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.07%
- Corporations / Businesses24.29%
- Other3.36%
- Insurance Companies2.94%
- Individuals1.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Hottinger is a corporate adviser that combines advisory services with insurance-broker activity and sponsor/GP roles for pooled vehicles. The firm registers as an SEC adviser (since 2022) and serves both individual/family and institutional clients under a percentage-of-AUM fee model. Its advisory menu includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. Ownership is listed as a mix of a foreign entity and an individual. Hottinger is not designated an active ESG investor and does not operate as a multi-state adviser. The firm appears to operate beyond pure intermediary duties: its regulatory disclosures identify affiliations across broker-dealer, banking or thrift, and real-estate-broker categories, and it notes roles as sponsor, general partner, or managing member of pooled investment vehicles. That combination suggests Hottinger engages in both advisory relationships and direct involvement in alternative-product formation or management.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds31%
- Exchange Traded Equities19%
- Other19%
- Cash & Cash Equivalents18%
- Sovereign Bonds7%
Owners & executives
2 of 2Penelope Lovell
CEOCRD 8112349
Robert Cloete
Chief Investment OfficerCRD 8223440
Contacts
1 of 1
Timothy Sharp
Managing DirectorCRD 7448555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 4 Carlton Gdns St Jamess
- Office locations
Similar firms
Spring Lake Asset Management, Inc.
RIAHHM Wealth Advisors, LLC
RIAChattanooga, TN
Reliant Investment Management, LLC
RIAMemphis, TN
Serenus Wealth Advisors, LLC
RIASanta Monica, CA
PAR Capital Management, Inc.
RIABoston, MA
Penwood Real Estate Investment Management, LLC
RIAWest Hartford, CT