Clients
Neuberger Berman Europe Limited serves 241 clients, 177 of them pooled investment vehicles. The average client has about $407 million with the firm.
- Pooled investment vehicles177 clients73%
- Pension and profit-sharing plans16 clients10%
- Other investment advisers9 clients4%
- Insurance companies16 clients4%
- Sovereign wealth funds and foreign official institutions8 clients5%
- OtherInvestment companies, Charitable organizations, State or municipal government entities, Corporations and other businesses, Other3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $109,837,935 | 0.1% | $109.8M |
| Pooled investment vehicles | 177 | $71,841,158,601 | 73.3% | $405.9M |
| Pension and profit-sharing plans | 16 | $10,010,889,611 | 10.2% | $625.7M |
| Charitable organizations | 2 | $66,064,075 | 0.1% | $33.0M |
| State or municipal government entities | 6 | $1,947,659,482 | 2.0% | $324.6M |
| Other investment advisers | 9 | $3,985,045,966 | 4.1% | $442.8M |
| Insurance companies | 16 | $4,252,486,682 | 4.3% | $265.8M |
| Sovereign wealth funds and foreign official institutions | 8 | $4,888,116,125 | 5.0% | $611.0M |
| Corporations and other businesses | 4 | $881,047,268 | 0.9% | $220.3M |
| Other | 2 | $2,509,192 | 0.0% | $1.25M |
| Total | 241 | $97,984,814,937 | 100% | $406.6M |
- Clients
- 1
- Regulatory AUM
- $109,837,935
- Share
- 0.1%
- Avg. per client
- $109.8M
- Clients
- 177
- Regulatory AUM
- $71,841,158,601
- Share
- 73.3%
- Avg. per client
- $405.9M
- Clients
- 16
- Regulatory AUM
- $10,010,889,611
- Share
- 10.2%
- Avg. per client
- $625.7M
- Clients
- 2
- Regulatory AUM
- $66,064,075
- Share
- 0.1%
- Avg. per client
- $33.0M
- Clients
- 6
- Regulatory AUM
- $1,947,659,482
- Share
- 2.0%
- Avg. per client
- $324.6M
- Clients
- 9
- Regulatory AUM
- $3,985,045,966
- Share
- 4.1%
- Avg. per client
- $442.8M
- Clients
- 16
- Regulatory AUM
- $4,252,486,682
- Share
- 4.3%
- Avg. per client
- $265.8M
- Clients
- 8
- Regulatory AUM
- $4,888,116,125
- Share
- 5.0%
- Avg. per client
- $611.0M
- Clients
- 4
- Regulatory AUM
- $881,047,268
- Share
- 0.9%
- Avg. per client
- $220.3M
- Clients
- 2
- Regulatory AUM
- $2,509,192
- Share
- 0.0%
- Avg. per client
- $1.25M
Total
- Clients
- 241
- Regulatory AUM
- $97,984,814,937
- Share
- 100%
- Avg. per client
- $406.6M
What it does
Neuberger Berman Europe Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Neuberger Berman Europe Limited advises 7 private funds.
99.9% of assets ($97.91B across 240 accounts) are managed with discretion; $76.7M across 1 account is not. 93% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 13%
- U.S. government/agency bonds
- 4%
- Sovereign bonds
- 33%
- Investment grade corporate bonds
- 22%
- Non-investment grade corporate bonds
- 19%
- Securities issued by registered investment companies or business development companies
- 1%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 3%
- Cash and cash equivalents
- 3%
- Other (Bank Loans)
- 3%
Custodians
Neuberger Berman Europe Limited’s client accounts are held mainly at The Bank of New York Mellon, with 9% of managed assets, and The Northern Trust, with 5%. Neuberger Berman Europe Limited does not have custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $8.44B9%
- J.P. MorganJpmorgan Chase & Co. · New York, NY · $2.79B3%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $4.76B5%
- Citibank, National AssociationCitibank, National Association · Sioux Falls, SD · $4.50B5%
- All other custodians$77.49B79%
Ownership and leadership
Neuberger Berman Europe Holdings II LLC owns 75% or more of Neuberger Berman Europe Limited, and Matthew Malloy is its CEO.
- Owns 75% or more of Neuberger Berman Europe Limited
Neuberger Berman Europe Holdings II LLC
Control person · since September 2023
- Owns 75% or more of Neuberger Berman Europe Holdings II LLC
Neuberger Berman Europe Holdings LLC
Control person · since February 2009
- Owns 75% or more of Neuberger Berman Europe Holdings LLC
Neuberger Berman Group LLC
Control person · since February 2009
- Owns 75% or more of Neuberger Berman Group LLC
NBSH Acquisition, LLC
Control person · since May 2009
Leadership
- Matthew MalloyDirector, Chief Executive Officer
- Simon OsborneChief Compliance Officer
- Rob DrijkoningenDirector
- Michelle GreenDirector, Chief Legal Officer
- Jason HenchmanDirector
- Philipp PatschkowskiDirector
- Heather ZuckermanDirector
Staff
- 312 employees
- 79 in advisory functions
- 10 state-registered reps
- 10 broker-dealer reps
Fees
Neuberger Berman Europe Limited is paid through a percentage of assets under management and performance-based fees.
Neuberger Berman Europe Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Neuberger Berman Europe Limited has 1 office, with 1 listed address with no US state reported.
Registration details
- Legal name
- Neuberger Berman Europe Limited
- Headquarters
- The Zig Zag Building, 70 Victoria Street, London, United Kingdom SW1E 6SQ
- Phone
- 442032149000
- Website
- Not reported
- SEC file
- 801-78140
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Neuberger Berman Europe Limited have?
Neuberger Berman Europe Limited has 241 clients and manages $98 billion for them, as of May 2026. They include 177 pooled investment vehicles, 16 pension and profit-sharing plans and 16 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Neuberger Berman Europe Limited offer?
Neuberger Berman Europe Limited provides portfolio management for investment companies, 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
Which custodians does Neuberger Berman Europe Limited use?
Neuberger Berman Europe Limited’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $8,443,993,791, The Northern Trust Company (Chicago, IL), with $4,758,884,600, Citibank, National Association (Sioux Falls, SD), with $4,496,894,715 and Jpmorgan Chase & Co. (New York, NY), with $2,794,167,626. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026
How many financial advisors does Neuberger Berman Europe Limited have?
Neuberger Berman Europe Limited has 10 investment adviser representatives registered with state securities authorities, out of 312 employees, and 79 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Neuberger Berman Europe Limited invest in?
At the end of its last fiscal year, Neuberger Berman Europe Limited’s separately managed accounts held 33% sovereign bonds, 22% investment grade corporate bonds, 19% high-yield corporate bonds, 13% exchange-traded equities, 4% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 3% bank loans and 1% registered funds (mutual funds, ETFs, BDCs). It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Neuberger Berman Europe Limited?
Neuberger Berman Europe Limited is owned through a chain of holding companies by NBSH Acquisition, LLC. Its direct owner is Neuberger Berman Europe Holdings II LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Neuberger Berman Europe Limited get paid?
Neuberger Berman Europe 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