Northern Cross Investments Ltd (Paget)

Northern Cross Investments Ltd is a large advisory firm based in Paget. It manages $28.87 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Northern Cross Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northern Cross Investments: assets under management

The assets under management (AUM) of Northern Cross Investments Ltd is $28.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 402% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.62 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Northern Cross Investments Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Northern Cross Investments Ltd

Hakan Knut Castegren has been acting as President since 1 Oct 1992. Michael Ashford joined the executive team most recently as the Assistant Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hakan Knut Castegren	President	1 Oct 1992	75% - 100%	703678
Nicholas G. Trollope	Vice president	1 Oct 1992	Other	foreign
Clarance G. Hall	Secretary	1 Oct 1992	Other	foreign
Graham Collis	Director	1 Oct 1992	Other	foreign
Anthony Whaley	Alternate director	1 Oct 1992	Other	foreign
Dawna L. Ferguson	Secretary/alternate direstor	1 Dec 2002	Other	foreign
Edward Eaton Wendell	Cco	1 Sep 2004	Other	4355678
Lucy Catherine Goreham	Chief compliance officer	1 Jan 2008	Other	5476927
Michael Ashford	Assistant secretary	1 Oct 2009	Other	foreign
Marcello Ausenda	Director	1 Oct 2009	Other	foreign

Based in Paget

The principal office where Northern Cross Investments Ltd performs its advisory services is located at Cloud Hill, Paget, Pg 05 The mailing address of the firm is Clarendon House, Hamilton, Hm Cx. The firm also has an office outside of the United States.