How does the advisor help clients – Key Takeaways:
Anthemis Capital Managers Limited is a leading financial advisory firm that specializes in providing expert financial advice and services to its clients. With a team of experienced and knowledgeable advisors, Anthemis Capital Managers Limited is dedicated to helping clients achieve their financial goals.
Some key takeaways of how the firm helps its clients include:
- Creating personalized financial plans based on individual needs and goals
- Providing sound investment advice and managing assets effectively
- Offering a wide range of financial services to cater to various needs
- Constantly monitoring market trends and adjusting strategies accordingly
- Providing regular updates and performance reports to clients
Facts and Insights
Founded in 2009, Anthemis Capital Managers Limited has quickly established itself as a top financial advisory firm with a strong track record of success. The firm is headquartered in London, England and serves clients globally.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 20+ | 12 years |
Financial Services Offered
Anthemis Capital Managers Limited offers a wide range of financial services to cater to different client needs. Some of the key services offered include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, business owners, and corporations. Anthemis Capital Managers Limited believes in building long-term relationships with its clients and offers personalized solutions to meet their specific financial needs.
Fees & Compensation
As a fee-only financial advisory firm, Anthemis Capital Managers Limited charges a transparent fee based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background
The team at Anthemis Capital Managers Limited is composed of highly qualified and experienced professionals with an in-depth understanding of the financial industry. They bring a wealth of knowledge and expertise to the table, which enables them to provide top-notch financial advice and services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Anthemis Capital Managers Limited is committed to transparency and providing full disclosure to its clients. The firm follows all regulatory guidelines and has a clean record with no disciplinary actions or customer complaints.