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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 14 -17.65%
of those in investment advisory functions 10 -16.67%
Registration SEC, Approved, 09/04/1984
AUM* 7,295,911,000 28.06%
of that, discretionary 7,295,911,000 28.06%
Private Fund GAV* 0
Avg Account Size 455,994,438 44.07%
SMA’s Yes
Private Funds 0
Contact Info +44 xxxxxxx

Client Types

- Investment companies
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8B 7B 6B 5B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary