Lloyds Offshore Private Clients Limited is an adviser based in Jersey, Channel Islands. It manages $69.55 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, New York, and Virginia.
Lloyds Offshore Private Clients Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lloyds Offshore Private Clients Limited is $69.55 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lloyds Offshore Private Clients Limited for their services and products based on a percentage of assets under management and fixed 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.
Michael Clarence Le Masurier has been acting as President since 1 Jan 1997. Lloyds Banking Group Plc joined the executive team most recently as the Uk Ultimate Parent.
The principal office where Lloyds Offshore Private Clients Limited performs its advisory services is located at 11/12 Esplanade, Jersey, Channel Islands, Je4 8 Rs The mailing address of the firm is Po Box 195, 11/12 Esplanade, Jersey, Je4 8 Rs. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 1534 845845 or by fax 44 1534 845577. The normal business hours are 0900 - 1700 on Monday - Friday.