NEWTON INVESTMENT MANAGEMENT LTD
Latest filing: Aug 20, 2024 (71 days ago)
AUM
$45,249,123,033
-5% change vs. 1 year ago
-27% change vs. 3 years ago
644% change vs. 5 years ago
1101% change vs. 10 years ago
Employee Count
269
-16% change vs. 1 year ago
-30% change vs. 3 years ago
136% change vs. 5 years ago
164% change vs. 10 years ago
Main Office
LONDON,
160 QUEEN VICTORIA STREET, LONDON, , UNITED KINGDOM, EC4V 4LA
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $45.2 |
| Non-Discretionary | $0.0 |
| Total | $45.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $40.8 |
| Institutional | $4.5 |
| Total | $45.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON LONDON, BRANCH | LONDON--GBR | $2.2 |
| THE NORTHERN TRUST COMPANY LONDON BRANCH | LONDON--GBR | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $4.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 68% | $3.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 7% | $0.3 |
| IG Credit | 4% | $0.2 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $4.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MELLON INVESTMENTS CORPORATION | $674.2 | 105764 | |
| BNY MELLON INVESTMENT ADVISER, INC. | $339.7 | 105642 | |
| INSIGHT NORTH AMERICA LLC | $136.7 | 145995 | |
| WALTER SCOTT & PARTNERS LIMITED | $84.0 | 112161 | |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | $47.9 | 312937 | |
| BNY MELLON ADVISORS, INC. | $19.7 | 106108 | |
| BNY MELLON SECURITIES CORPORATION | $6.1 | broker-dealer | 231 |
| BNY MELLON ETF INVESTMENT ADVISER, LLC | $6.0 | 306148 | |
| INSIGHT INVESTMENT INTERNATIONAL LIMITED | $3.0 | 107095 | |
| BNY MELLON ALOCACAO DE PATRIMONIO LTDA | $0.0 | - | |
| ARX INVESTIMENTOS LTDA | $0.0 | 148403 | |
| THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE | $0.0 | broker-dealer, trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED | $0.0 | 169829 | |
| BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) SA | $0.0 | broker-dealer | - |
| INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON SA/NV | $0.0 | - | |
| INSIGHT INVESTMENT AUSTRALIA PTY LIMITED | $0.0 | - | |
| BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON | $0.0 | trust company | - |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | $0.0 | trust company | - |
| PERSHING ADVISOR SOLUTIONS LLC | $0.0 | broker-dealer | 36671 |
| BNY MELLON TRUST OF DELAWARE | $0.0 | trust company | - |
| BNY MELLON NATIONAL ASSOCIATION | $0.0 | trust company | - |
| BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD | $0.0 | - | |
| CIBC MELLON TRUST COMPANY | $0.0 | trust company | - |
| BNY MELLON TRUST COMPANY OF ILLINOIS | $0.0 | trust company | - |
| BNY MELLON BANCO S.A. | $0.0 | trust company | - |
| THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED | $0.0 | - | |
| BNY MELLON INTERNATIONAL MANAGEMENT LIMITED | $0.0 | - | |
| BNY MELLON CAPITAL MARKETS, LLC | $0.0 | broker-dealer, municipal advisor | 17454 |
| PERSHING (CHANNEL ISLANDS) LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED | $0.0 | broker-dealer | - |
| PERSHING SECURITIES LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A. | $0.0 | broker-dealer | 283267 |
| PERSHING SECURITIES INTERNATIONAL LIMITED | $0.0 | broker-dealer | - |
| INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED | $0.0 | - | |
| PERSHING SECURITIES CANADA LIMITED | $0.0 | broker-dealer | - |
| PERSHING SECURITIES SINGAPORE PRIVATE LIMITED | $0.0 | broker-dealer | - |
| NEWTON INVESTMENT MANAGEMENT JAPAN LTD | $0.0 | - | |
| THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED | $0.0 | trust company | - |
| BNY MELLON ASSET MANAGEMENT CANADA LTD | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED | $0.0 | broker-dealer | - |
| MELLON HEDGE ADVISORS, LLC | $0.0 | 133402 | |
| BNY MELLON IM KOREA LIMITED | $0.0 | - | |
| INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED | $0.0 | - | |
| PERSHING LIMITED | $0.0 | broker-dealer | - |
| PERSHING LLC | $0.0 | broker-dealer | 7560 |
| THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON FUND MANAGERS LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| CARTER, KEVIN, JAMES | INDEPENDENT NON-EXECUTIVE DIRECTOR |
| ROACH, ELIZABETH, ANNE | CHIEF COMPLIANCE OFFICER |
| SMITS, HANNEKE, (NMI) | NON-EXECUTIVE DIRECTOR |
| MUNRO, EUAN, GEORGE | CHIEF EXECUTIVE OFFICER & DIRECTOR |
| FRENCH, SHARON | INDEPENDENT NON-EXECUTIVE DIRECTOR |
| MARLINSKI, JUDY | INDEPENDENT NON-EXECUTIVE DIRECTOR |
| MILLER, JOHN, RANDOLPH | INDEPENDENT NON EXECUTIVE DIRECTOR |
| HELBY, JAMES, MORECROFT | CHIEF RISK OFFICER & DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $45.2 | $0.0 | 0% | 269 | 0 | 0% |
| 2024-04-02 | $45.2 | $0.0 | 0% | 269 | 0 | 0% |
| 2023-04-04 | $47.4 | -$2.2 | -5% | 321 | -52 | -16% |
| 2022-04-01 | $64.2 | -$18.9 | -29% | 361 | -92 | -25% |
| 2021-04-05 | $62.1 | -$16.9 | -27% | 382 | -113 | -30% |
| 2020-04-01 | $65.0 | -$19.8 | -30% | 342 | -73 | -21% |
| 2019-04-01 | $6.1 | $39.2 | 644% | 114 | 155 | 136% |
| 2018-04-02 | $5.3 | $39.9 | 747% | 102 | 167 | 164% |
| 2017-04-01 | $5.8 | $39.4 | 674% | 102 | 167 | 164% |
| 2016-04-01 | $5.1 | $40.1 | 783% | 89 | 180 | 202% |
| 2015-04-01 | $3.8 | $41.5 | 1101% | 102 | 167 | 164% |
| 2014-04-01 | $3.8 | $41.5 | 1101% | 102 | 167 | 164% |
| 2013-04-01 | $2.2 | $43.0 | 1932% | 44 | 225 | 511% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV