Veritas Asset Management LLP

RIASEC RegisteredEst. 2015
Total AUM
$19.1B
Discretionary
$19.1B
100% of AUM
Avg account
$478M
Accounts
40
Employees
42
Advisory reps
4

Firm details

Headquarters
London,
CRD number
174314
Registered since
April 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans56.97%
  • Pooled Investment Vehicles27.44%
  • State / Municipal Government9.81%
  • Charitable Organizations2.77%
  • Insurance Companies1.58%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Veritas Asset Management LLP is a limited liability partnership established as an SEC-registered adviser in 2015 that serves primarily institutional clients. The firm acts as a portfolio manager for investment companies, pooled vehicles and for businesses or institutions, and is registered as a CPO/CTA. Its compensation includes both a percentage-of-AUM component and performance-based fees. Veritas reports being an active ESG investor and is owned by a mix of foreign entities and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Nicola Smith

    Nicola Smith

    Chief Operating OfficerCRD 7464921

Contacts

3 of 3
  • Andrew Headley

    Andrew Headley

    Fund Manager and Head of GlobalCRD 5033391

  • Antony Burgess

    Antony Burgess

    Head of Clients and Investment SpecialistsCRD 7087845

  • Xuejun Sun

    Xuejun Sun

    Fund ManagerCRD 5462927

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Smarts Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth