Jupiter Asset Management Limited

Fee-Only (% of Portfolio)

Jupiter Asset Management provides investment management services to a range of clients, including public and corporate pension plans, endowments, foundations, investment consultants, and sub-advisors. Jupiter offers actively managed investment products across equities, fixed income, alternatives, and multi-asset classes. Jupiter typically delegates day-to-day portfolio management to affiliates and third-party investment management firms.

Assets Under Management$46B
Clients71
AdvisorsN/A
Avg. per Client$650M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Jupiter Asset Management charges a management fee based on the net asset value of the portfolio. Fees are negotiated with each client and vary depending on the size of the portfolio and the investment strategy selected. Clients also incur brokerage and transaction costs. Some strategies may also include a performance-based fee, typically up to 20% of the account's performance above a benchmark.

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