| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/23/2015 |
| ADV Location | EDINBURGH, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 13,271,630,276 -29% |
| of that, discretionary | 13,271,630,276 -29% |
| Number of Employees | 314 -15% |
| of those in investment advisory functions | 50 -28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 552,984,595 -11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds