Formerly | Morley |
---|---|
Company type | Subsidiary |
Industry | Investment management |
Founded | 1971 |
Headquarters | London , UK |
Key people | Mark Versey (CEO) |
AUM | £234 billion (2024) [1] |
Parent | Aviva |
Website | avivainvestors |
Aviva Investors is an investment management company and is part of the Aviva group.
The London unit, previously known as Morley, was founded in 1971 as Geoffrey Morley and Partners. This was bought by Globe Investment in 1988 and then sold to Commercial Union, before being absorbed into CGU and then Aviva plc. [2]
The Central Bank of Ireland fined Aviva Investors in July 2011 for failing to have proper controls and procedures surrounding the safeguarding of client assets. [3] [4]
The company has made significant investments in biomass and wind energy. [5] Some of the investments in biomass have attracted local and national opposition, due to the increase in pollution and the contributions to fossil fuels. [6]
In September 2021, Aviva Investors signed a long-term lease deal with Netflix to operate and expand the Longcross Studios. [7]
Investment banking is an advisory-based financial service for institutional investors, corporations, governments, and similar clients. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.
HSBC Holdings plc is a British universal bank and financial services group headquartered in London, England, with historical and business links to East Asia and a multinational footprint. It is the largest Europe-based bank by total assets, ahead of BNP Paribas, with US$2.919 trillion as of December 2023.
Financial services are economic services tied to finance provided by financial institutions. Financial services encompass a broad range of service sector activities, especially as concerns financial management and consumer finance.
Credit Suisse Group AG is a global investment bank and financial services firm founded and based in Switzerland as a standalone firm but now a subsidiary of UBS. According to UBS, eventually Credit Suisse will be fully integrated into UBS but while the integration is not complete both banks are operating separately. Headquartered in Zürich, as a standalone firm it maintained offices in all major financial centers around the world and provided services in investment banking, private banking, asset management, and shared services. It was known for strict bank–client confidentiality and banking secrecy. The Financial Stability Board considered it to be a global systemically important bank. Credit Suisse was also a primary dealer and Forex counterparty of the Federal Reserve in the United States.
Aviva plc is a British multinational insurance company headquartered in London, England. It has about 19 million customers across its core markets of the United Kingdom, Ireland and Canada. In the United Kingdom, Aviva is the largest general insurer and a leading life and pensions provider. Aviva is also the second largest general insurer in Canada.
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts/mandates or via collective investment schemes like mutual funds, exchange-traded funds, or Real estate investment trusts.
BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$11.5 trillion in assets under management as of December 31, 2023. Headquartered in New York City, BlackRock has 70 offices in 30 countries, and clients in 100 countries.
In finance, assets under management (AUM), sometimes called fund under management, refers to the total market value of all financial assets that a financial institution—such as a mutual fund, venture capital firm, or depository institution—or a decentralized network protocol manages and invests, typically on behalf of its clients. Funds may be managed for clients, platform users, or solely for themselves, such as in the case of a financial institution which has mutual funds or holds its own venture capital. The definition and formula for calculating AUM may differ from one entity to another.
Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
Close Brothers Group plc is a UK merchant banking group which provides lending, takes deposits, manages wealth and trades in securities. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
Macquarie Group Limited, also known as Macquarie Bank, is an Australian multinational banking and financial services company headquartered in Sydney and listed on the ASX.
Partners Group Holding AG is a Swiss-based global private equity firm with US$149 billion in assets under management in private equity, private infrastructure, private real estate and private debt.
Aviva Group Ireland plc is the Irish arm of British insurance firm Aviva plc. Its headquarters are in Dublin. The company also provides investment management and pension services.
Amundi is a French asset management company. With €2 trillion of assets under management (AUM) at the end of 2021, it is the largest asset manager in Europe and one of the 10 biggest investment managers in the world.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Headquartered simultaneously in Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS investment bankers and private bankers are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.
Scottish Widows Investment Partnership (SWIP) was an asset management company based in Edinburgh, Scotland. It was one of Europe's largest asset management companies, with £146 billion of funds under management as at 31 December 2013. These funds were invested across all major asset classes – including worldwide equities, property, bonds, multi-asset, multi-manager and cash.
Davy Group is Ireland's largest stockbroker, wealth manager, asset manager and financial advisor and has offices in Dublin, Belfast, Cork, Galway and London. Davy offers services to private clients, small businesses, corporations and institutional investors.
Longcross Film Studios is a film and television production facility in Longcross, Surrey, approximately 25 miles (40 km) west of central London. Built on the site of the Military Vehicles and Engineering Establishment, the studio began operations in 2006.
FNZ is a global financial services company that provides investment platforms to major financial institutions and wealth management firms. As of May 2024, FNZ manages over US$1.5 trillion in assets. FNZ's technology platform provides services such as investment front office, tax wrappers and investment back office, operating under a platform as a service delivery model.