Lloyd George Investment Management (Bermuda) Ltd is an adviser based in London. It manages $27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.
Lloyd George Investment Management (Bermuda) provides portfolio management for individuals and small businesses, 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.
The assets under management (AUM) of Lloyd George Investment Management (Bermuda) Ltd is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lloyd George Investment Management (Bermuda) Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tonesan Amissah Furbert has been acting as President since 1 Oct 2003. Alison Ruth Dyer Fagundo joined the executive team most recently as the Director.
The principal office where Lloyd George Investment Management (Bermuda) Ltd performs its advisory services is located at 95 Wigmore Street, London, W1 U 1 Fd, 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 20 3650 6600 or by fax +44 20 74958651. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at lgminvestments.com.