Mondrian Investment Partners Limited
Assets Under Management
$41.5B
Number of Clients
123
Number of Advisors
N/A
Avg. Portfolio per Client
$337.2M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Mondrian Investment Partners manages investments for institutional clients like retirement plans, trusts, and insurance companies. Mondrian uses a fundamental, value-oriented approach, selecting securities on a global basis. They invest in both stocks and bonds, aiming to provide long-term returns while preserving capital. Mondrian offers both directly managed accounts and managed account programs through third-party sponsors.
Fee Structure
Mondrian Investment Partners manages investments for institutional clients and charges a fee based on a percentage of the assets they manage. The specific fee varies depending on the investment strategy and the amount invested. Fee rates are negotiable, and some clients may have lower fees. Clients also pay other expenses related to their account, such as custody fees and brokerage commissions.
Areas of Practice
Location
60 London Wall, Floor 10, London, EC2M5TQ