Putnam Investments Limited (U.K.) is a large advisory firm based in London. It manages $3.01 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2002.
Putnam Investments Limited (U.K.) provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Putnam Investments Limited (U.K.) is $3.01 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% 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 Putnam Investments Limited (U.K.) 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.
John Frederick Boneparth has been acting as President since 1 Aug 2000. Clare Richer joined the executive team most recently as the Director.
The principal office where Putnam Investments Limited (U.K.) performs its advisory services is located at Cassini House, London, Sw1 A 1 Ld The mailing address of the firm is One Post Office Square, Boston, MA 02109. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011-44-20-7907-8200 or by fax 011-44-20-7907-8210. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.putnaminv.com.