Standard Advisory Services Limited (Birkirkara)


Standard Advisory Services Limited is a large advisory firm based in Birkirkara. It manages $4.35 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016.

Standard Advisory Services Limited provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Standard Advisory Services Limited: assets under management

The assets under management (AUM) of Standard Advisory Services Limited is $4.35 billion. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 19% of the firm’s portfolio. Investments in investment grade corporate bonds form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Standard Advisory Services Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Christopher Erich Herwig serves?

The only and largest group of clients of Christopher Erich Herwig is insurance companies with 3 clients and $4.35 billion of assets under management. Among the 10 most similar advisory firms, Standard Advisory Services Limited has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $4.35 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Standard Advisory Services Limited doesn't advise any private funds.

Careers at Standard Advisory Services Limited

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Christopher Erich Herwig has been acting as President since 1 May 2018. Miguel Nmn Cassar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Joseph Grioli Director / money laundering reporting officer 1 Feb 2016 Other 6047655
Greg Evan Lindberg Director / investment committee member 1 Feb 2016 Other 6726290
Standard Holdings Limited Sole shareholder 1 Feb 2016 75% - 100% foreign
Steven Tedesco Director, investment advisory committee member 1 Feb 2016 Other 6727551
Jean Claude Uhlenhaut General manager/company secretary 1 Apr 2016 Other 6727547
Christopher Erich Herwig Portfolio manager/ investment advisor / investment advisory committee member 1 Oct 2016 Other 5907283
David Galea Souchet Compliance officer 1 Oct 2016 Other 6714040
Vandana Gupta Chief compliance officer 1 Oct 2016 Other 6737025
Alessandro Bartoli Investment advisor, investment advisory committee member 1 Oct 2016 Other 6727821
Vandana Gupta Mccaw Chief compliance officer 1 Oct 2016 Other 2514899
Sandro Bartoli Investment advisor, investment advisory committee member 1 Oct 2016 Other 6727821
Standard Malta Holdings Limited Majority shareholder 1 Mar 2017 75% - 100% foreign
Adrian Nmi Mallia Investment manager 1 Mar 2017 Other 6776626
Adrian Nmi Mallia Portfolio manager/ investment advisor / investment advisory committee member 1 Apr 2017 Other 6776626
Alexander Vella Risk manager 1 Apr 2017 Other 6898523
Raymond Busuttil Director / investment committee member 1 Nov 2017 Other 6035186
Mark Vella Portfolio manager 1 Feb 2018 Other 6929627
Charles John Cronin Chief compliance officer 1 Feb 2018 Other 1716428
Mark Alexandre Vella Portfolio manager/investment adviser/investment committee member 1 Feb 2018 Other 6929627
Thomas Schildhammer Ceo 1 Mar 2018 Other 6929629
Christopher Erich Herwig Director 1 May 2018 Other 5907283
Elisha Borg Chief risk officer 1 May 2018 Other 6999726
Bezzina Analise Attard Chief financial officer 1 Jul 2018 Other 6999728
Miguel Nmn Cassar Chief compliance officer 1 Nov 2018 Other 7045080

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Greg Evan Lindberg Sole shareholder 1 Oct 1996 75% - 100% 6726290
Academy Association Inc. Sole shareholder 1 Apr 2013 75% - 100% 56-1996384
Alliance Services Limited Majority shareholder 1 Mar 2014 75% - 100% foreign
Greg Evan Lindberg Sole shareholder 1 Nov 2015 75% - 100% 6726290
Malta Insurance Holding Llc Sole shareholder 1 Mar 2017 75% - 100% 81-0708692

Based in Birkirkara

The principal office where Standard Advisory Services Limited performs its advisory services is located at Orange Point Floor 3, Triq Dun Karm, Birkirkara, Bkr 9037, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +356 2703 7332. The normal business hours are 8:30 - 5:00 (cet/cest) on Monday - Friday.