{"url":"https://nivawealth.com/firms/amova-asset-management-uk-limited-111038","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111038","regulatoryAum":19189161714,"crd":"111038","secFileNumber":"801-30801","legalName":"Amova Asset Management Uk Limited","displayName":"Amova Asset Management Uk Limited","website":null,"founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"3rd Floor, 36 Queen Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC4R 1BN"},"tradeNames":[],"registration":{"secApproved":"13 May 1988","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":85,"advisory":17,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":18225798757,"discretionaryAccounts":63,"nonDiscretionary":963362957,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":88,"nonAumClients":1},"clientTypes":[{"label":"Other investment advisers","clients":9,"regulatoryAum":12343680937},{"label":"Insurance companies","clients":3,"regulatoryAum":1779188070},{"label":"Sovereign wealth funds and foreign official institutions","clients":5,"regulatoryAum":5066292707}],"fees":[],"feeNotes":[],"custodians":[{"name":"SMBC Nikko Bank (luxembourg) S.A.","shortName":"SMBC Nikko Bank (luxembourg) S.A.","location":"Luxembourg","smaAssets":3097313329},{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Gdansk","smaAssets":2067420612},{"name":"Citibank NA London","shortName":"Citibank NA London","location":"London","smaAssets":2091890114},{"name":"Bank of Tokyo Mitsubishi Ufj","shortName":"Bank of Tokyo Mitsubishi Ufj","location":"Tokyo","smaAssets":2584466047},{"name":"Sumitomo Mitsui Trust Bank (usa) Limited","shortName":"Sumitomo Mitsui Trust Bank (usa) Limited","location":"Hoboken, NJ","smaAssets":2982157331},{"name":"Sumitomo Mitsui Trust Bank, Limited (london Branch)","shortName":"Sumitomo Mitsui Trust Bank, Limited (london Branch)","location":"London","smaAssets":2028326738}],"custodyNote":"Amova Asset Management Uk Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Bluzmanis","title":"Chief Executive Officer","crd":"7589546"},{"name":"Carl Baldwin","title":"Chief Compliance Officer","crd":"4757852"},{"name":"Cinzia Basile","title":"Chairman","crd":"7271001"},{"name":"David Cruise","title":"Director","crd":"7147855"},{"name":"Anthony Glover","title":"Director","crd":"7733459"},{"name":"John Howland-Jackson","title":"Independant Non-Executive Director","crd":"6717772"},{"name":"Patrick Rudden","title":"Independant Non-Executive Director","crd":"4394136"},{"name":"Kuniyuki Shudo","title":"Director","crd":"8069591"}],"ownership":[{"label":"Amova Am Global Holdings Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since March 1998."},{"label":"Amova Asset Management Co., LTD.","detail":"Indirect owner: a shareholder of Amova Am Global Holdings Limited in the 75% or more band and a control person, since April 1999.","parent":"Amova Am Global Holdings Limited"},{"label":"Sumitomo Mitsui Trust Group, Inc.","detail":"Indirect owner: a shareholder of Amova Asset Management Co., LTD. in the 75% or more band and a control person, since April 2012.","parent":"Amova Asset Management Co., LTD."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442077969866","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Sovereign bonds","percent":7},{"label":"Investment grade corporate bonds","percent":10},{"label":"Derivatives","percent":5},{"label":"Cash and cash equivalents","percent":16}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111038/PDF/111038.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Amova Asset Management Uk Limited have?","answer":"Amova Asset Management Uk Limited has 17 clients and manages $19.2 billion for them, as of September 2026. They include 9 other investment advisers, 5 sovereign wealth funds and foreign official institutions and 3 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Amova Asset Management Uk Limited offer?","answer":"Amova Asset Management Uk Limited provides portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Amova Asset Management Uk Limited use?","answer":"Amova Asset Management Uk Limited’s separately managed account assets are held at SMBC Nikko Bank (luxembourg) S.A. (Luxembourg), with $3,097,313,329, Sumitomo Mitsui Trust Bank (usa) Limited (Hoboken, NJ), with $2,982,157,331, Bank of Tokyo Mitsubishi Ufj (Tokyo), with $2,584,466,047, Citibank NA London (London), with $2,091,890,114, State Street Bank and Trust Company (Gdansk), with $2,067,420,612 and Sumitomo Mitsui Trust Bank, Limited (london Branch) (London), with $2,028,326,738. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Amova Asset Management Uk Limited have?","answer":"Amova Asset Management Uk Limited has 0 investment adviser representatives registered with state securities authorities, out of 85 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Amova Asset Management Uk Limited invest in?","answer":"At the end of its last fiscal year, Amova Asset Management Uk Limited’s separately managed accounts held 61% exchange-traded equities, 16% cash and equivalents, 10% investment grade corporate bonds, 7% sovereign bonds, 5% derivatives, 1% U.S. government and agency bonds and 1% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Amova Asset Management Uk Limited?","answer":"Amova Asset Management Uk Limited is owned through a chain of holding companies by Sumitomo Mitsui Trust Group, Inc. Its direct owner is Amova Am Global Holdings Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Amova Asset Management Uk Limited get paid?","answer":"Amova Asset Management Uk Limited is paid through fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}