{"url":"https://nivawealth.com/firms/longview-partners-guernsey-limited-143875","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143875","regulatoryAum":11506122100,"crd":"143875","secFileNumber":"801-68536","legalName":"Longview Partners (guernsey) Limited","displayName":"Longview Partners (guernsey) Limited","website":"https://www.longview-partners.com/","founded":null,"organization":"corporation organized in Guernsey","fiscalYearEnd":"December","headquarters":{"street":"Mill Court, La Charroterie","city":"ST. Peter Port","state":"","stateName":"","country":"Guernsey","postalCode":"GY1 6JG"},"tradeNames":[],"registration":{"secApproved":"13 December 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":7,"advisory":0,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":11506122100,"discretionaryAccounts":21,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":76,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":5912903898},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":844783559},{"label":"Charitable organizations","clients":null,"regulatoryAum":305765650},{"label":"State or municipal government entities","clients":null,"regulatoryAum":2344417403},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":2069907078},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":28344512}],"fees":[],"feeNotes":[],"custodians":[{"name":"Northern Trust Company London","shortName":"Northern Trust Company London","location":"London","smaAssets":1136230203},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":2538578894},{"name":"The Hongkong and Shanghai Banking Corporation Limited","shortName":"The Hongkong and Shanghai Banking Corporation Limited","location":"Hong Kong","smaAssets":763139025},{"name":"Jpmorgan Chase Bank, National Association","shortName":"J.P. Morgan","location":"Sydney","smaAssets":619701784}],"custodyNote":"Longview Partners (guernsey) Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Elizabeth Campbell","title":"Managing Director","crd":"6770405"},{"name":"Peter Cornell","title":"Director","crd":"6459996"},{"name":"Andrew Henton","title":"Director","crd":"6678974"},{"name":"Ranjani Kearsley","title":"Director","crd":"7404435"},{"name":"Scott Le Page","title":"Compliance Officer","crd":"8334221"},{"name":"Panayiotis Papageorgiou","title":"Director","crd":"6356005"},{"name":"joanne peacegood","title":"Director","crd":"7273682"}],"ownership":[{"label":"Northill Longview Holdings (guernsey) Limited","detail":"Owner in the 75% or more ownership band and a control person, since June 2014."},{"label":"Northill Jersey Holdings, L.P.","detail":"Indirect owner: a owner of Northill Longview Holdings (guernsey) Limited in the 75% or more band and a control person, since March 2014.","parent":"Northill Longview Holdings (guernsey) Limited"},{"label":"Northill Capital (jersey) L.P.","detail":"Indirect owner: a limited partner of Northill Jersey Holdings, L.P. in the 25% to 50% band and a control person, since January 2011.","parent":"Northill Jersey Holdings, L.P."},{"label":"B-Flexion Am Holdings Limited","detail":"Indirect owner: general partner of Northill Capital (jersey) L.P. and a control person, since June 2012. Also general partner of Northill Jersey Holdings, L.P. and a control person, since June 2012.","parent":"Northill Capital (jersey) L.P."},{"label":"Landmark LP","detail":"Indirect owner: a limited partner of Northill Invest LP in the 75% or more band and a control person, since November 2015.","parent":"Northill Invest LP"},{"label":"Ernesto Bertarelli","detail":"Indirect owner: a limited partner of Landmark LP in the 50% to 75% band and a control person, since January 2011. Also a owner of Bertarelli Partners Limited in the 75% or more band and a control person, since August 2023. Also a owner of B-Flexion Group Holdings Sa in the 75% or more band and a control person, since August 2023.","parent":"Landmark LP"},{"label":"Donata Guichard-Bertarelli","detail":"Indirect owner: a limited partner of Landmark LP in the 25% to 50% band and a control person, since January 2011.","parent":"Landmark LP"},{"label":"LM (GP) Limited","detail":"Indirect owner: general partner of Landmark LP and a control person, since November 2008.","parent":"Landmark LP"},{"label":"Northill Invest LP","detail":"Indirect owner: a limited partner of Northill Capital (jersey) L.P. in the 75% or more band and a control person, since November 2015.","parent":"Northill Capital (jersey) L.P."},{"label":"B-Flexion GP Limited","detail":"Indirect owner: general partner of Northill Invest LP and a control person, since November 2015.","parent":"Northill Invest LP"},{"label":"B-Flexion Holdings (switzerland) Sa","detail":"Indirect owner: a owner of B-Flexion Am Holdings Limited in the 75% or more band and a control person, since June 2020. Also a owner of B-Flexion GP Limited in the 75% or more band and a control person, since June 2020.","parent":"B-Flexion Am Holdings Limited"},{"label":"B-Flexion Group Holdings Sa","detail":"Indirect owner: a owner of B-Flexion Holdings Sa in the 75% or more band and a control person, since June 2024.","parent":"B-Flexion Holdings Sa"},{"label":"Bertarelli Partners Limited","detail":"Indirect owner: a owner of LM (GP) Limited in the 75% or more band and a control person, since January 2011.","parent":"LM (GP) Limited"},{"label":"B-Flexion Holdings Sa","detail":"Indirect owner: a owner of B-Flexion Holdings (switzerland) Sa in the 75% or more band and a control person, since June 2024.","parent":"B-Flexion Holdings (switzerland) Sa"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"441481712414","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"25 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143875/PDF/143875.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Longview Partners (guernsey) Limited have?","answer":"Longview Partners (guernsey) Limited has 8 clients and manages $11.5 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Longview Partners (guernsey) Limited offer?","answer":"Longview Partners (guernsey) Limited provides portfolio management for pooled vehicles and 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 Longview Partners (guernsey) Limited use?","answer":"Longview Partners (guernsey) Limited’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $2,538,578,894, Northern Trust Company London (London), with $1,136,230,203, The Hongkong and Shanghai Banking Corporation Limited (Hong Kong), with $763,139,025 and Jpmorgan Chase Bank, National Association (Sydney), with $619,701,784. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Longview Partners (guernsey) Limited have?","answer":"Longview Partners (guernsey) Limited has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 0 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 Longview Partners (guernsey) Limited invest in?","answer":"At the end of its last fiscal year, Longview Partners (guernsey) Limited’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. 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 Longview Partners (guernsey) Limited?","answer":"Longview Partners (guernsey) Limited is owned through a chain of holding companies by Ernesto Bertarelli, Donata Guichard-Bertarelli, B-Flexion Group Holdings Sa and Bertarelli Partners Limited. Its direct owner is Northill Longview Holdings (guernsey) Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Longview Partners (guernsey) Limited get paid?","answer":"Longview Partners (guernsey) Limited is paid through a percentage of assets under management 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":{"url":"https://nivawealth.com/firms/longview-partners-guernsey-limited-143875/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1426092/000142609226000003/0001426092-26-000003-index.html","totalValue":6157423346,"positionCount":23,"top10Share":0.500721147101715,"top10":[{"issuer":"WEST PHARMACEUTICAL SVSC INC","titleOfClass":"COM","cusip":"955306105","value":371143534,"shares":1033826,"shareType":"SH","priorValue":329692608,"priorShares":1315403},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":350167028,"shares":842497,"shareType":"SH","priorValue":303510250,"priorShares":1121661},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED 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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."}