FITZ Partners
HQ Address
45 Whitfield Street, Fitzrovia, London, W1T 4HD, United Kingdom
Website Address
Business introduction
Fund Fees & Expenses
The Benchmarking Experts in Europe
In 1996, in the Fitzrovia area of London, Hugues Gillibert developed Fitzrovia International alongside its founder, Paul Moulton. They were pioneers in fund cost calculations. Fitzrovia International introduced Total Expense Ratios to Europe and produced the first UK and European investment funds fees databases. In 2004, Fitzrovia was acquired by Thomson Reuters before its rebirth as FITZ Partners in 2013.
FITZ Partners provides a renewed offering to European Asset Managers focussed on consistently delivering accurate databases of Fund Charges alongside personalised best-in-class fund cost benchmarking. Using its proprietary fee calculations, unique peer group construction expertise and close partnerships with its clients FITZ Partners has developed an independent and unrivalled suite of services.
FITZ Partners has become one of Europe’s largest providers of fund Board Reporting and Value Assessment services in Europe, thanks to its personable but professional approach, unique expertise delivered by a talented team, and continued support from its clients.
FITZ Partners Solutions
Benchmarking Reports
FITZ Investment Advisory Fees Benchmarking Report A unique source of the level of investment advisory fees in Europe based on Asset Managers’ confidential fee schedules often involving sliding scale fee models. In this 100-page report, we present the pure cost of the investment advisory function (sub-advisory, portfolio management) that is paid......
business needs
- Benchmarking & Competitive Intelligence
- Financial Markets Research & Analysis
- Market Analysis, Understanding & Sizing
Custom Board Reporting
Fitz Partners handles the full fee review and benchmarking process from peer group construction to the publishing of high quality PDF reports directed at fund directors or fee committees. Asset Managers can also opt to receive the reporting content as a data file in order to seamlessly integrate it into......
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
Databases
Each share class offers a unique disclosure of detailed operating expenses, including Management, Administration, Custody, Distribution, Audit, Professional, Custody Handling/Transaction, Performance, Brokerage, Securities Lending fees, Subsidy and Other Expenses. Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund......
business needs
- Benchmarking & Competitive Intelligence
- Manager Selection, Monitoring & Review
- Market Analysis, Understanding & Sizing
