Hottinger

Registered investment adviser · London · CRD #316515

Form ADV data as of 2026-09-01

Regulatory assets

$1.47 billion

Total accounts

637

Employees

Disclosure events

Firm details

Website: https://www.hottinger.co.uk
Telephone: 44 207 227 3400
SEC file number: 801-122761
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$762.2 million
Non-discretionary regulatory assets under management	$710.1 million
Total regulatory assets under management	$1.47 billion
Discretionary accounts	369
Non-discretionary accounts	268
Total accounts	637
Regulatory assets under management attributable to non-U.S. persons	$1.29 billion

People

Total employees (excluding clerical)	24
Employees performing investment advisory functions (including research)	9
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$1.2 million
Clients for whom a related person has custody	2
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	18

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters

Other business activities

Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionReal estate broker or dealerSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Brokers or dealers selected under 8.C.(3) are related persons
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	74	$26.3 million
High net worth individuals	110	$972.8 million
Pension and profit sharing plans (not the participants or government plans)	11	$22.8 million
Insurance companies	8	$43.3 million
Corporations or other businesses not listed above	17	$357.6 million
Other	14	$49.5 million