Kleinwort Benson Investors International Ltd (Dublin 1)


Kleinwort Benson Investors International Ltd is a large advisory firm based in Dublin 1. It manages $2.79 billion of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2011.

Kleinwort Benson Investors International provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kleinwort Benson Investors International: assets under management

The assets under management (AUM) of Kleinwort Benson Investors International Ltd is $2.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 291% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.44 million each.
Kleinwort Benson Investors International has custody of $211.49 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kleinwort Benson Investors International Ltd for their services and products based on a percentage of assets under management and performance-based fees. 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 Kleinwort Benson Investors International Ltd

John Geoffrey Blake has been acting as President since 1 Apr 2008. Amundi Asset Management joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Derval Murray Chief compliance officer 1 May 2001 Other 4410942
Kleinwort Benson Investors Dublin Limited Majority shareholder 1 May 2001 75% - 100% foreign
Kbi Global Investors Limited Sole shareholder 1 May 2001 75% - 100% foreign
Michael Sean Hawkshaw Director & ceo 1 Sep 2003 Other 4543900
Noel O'halloran Cio 1 Dec 2003 Other 4781079
John Geoffrey Blake Director 1 Apr 2008 Other 5594307
Gerard Dudley Solan Cfo & coo 1 Sep 2008 Other 5593803
Heinrich Karl Linz Non executive director 1 Oct 2010 Other 5856035
Anna Magdalena Kamenetzky Wetzel Non executive director 1 Oct 2010 Other 5856039
Rudiger Schmid Kuhnhofer Non executive director 1 Mar 2013 Other 6178740
Virtus Partners Inc. Shareholder 1 Apr 2013 Other 95-4191764
George R. Aylward Non executive director 1 Apr 2013 Other 4932163

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Amundi Shareholder 1 Nov 1978 75% - 100% foreign
Credit Agricole Sa Shareholder 1 Nov 1978 50% - 75% foreign
Sas Rue La Boetie Shareholder 1 Nov 2001 50% - 75% foreign
Rhj International Sa Sole shareholder 1 Nov 2009 75% - 100% foreign
Kleinwort Benson Group Ltd Sole shareholder 1 Oct 2010 75% - 100% foreign
Bhf Group Uk Ltd Sole shareholder 1 Oct 2010 75% - 100% foreign
Bhf Kleinwort Benson Group Sa Sole shareholder 1 Mar 2015 75% - 100% foreign
Bhf Group Sa Sole shareholder 1 Mar 2015 75% - 100% foreign
Oddo & Cie Sole shareholder 1 Feb 2016 75% - 100% foreign
Amundi Asset Management Shareholder 1 Aug 2016 75% - 100% foreign

Based in Dublin 1

The principal office where Kleinwort Benson Investors International Ltd performs its advisory services is located at 3 Rd Floor, 2 Harbourmaster Place, Dublin 1, The mailing address of the firm is One Boston Place, Boston, MA 02108. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-353-1-4384400 or by fax 011-353-1-4394400. The normal business hours are 9:00am - 5:15pm on Monday - Friday. You can find more information about the New York firm at kleinwortbensoninvestors.com.

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