| As of Date | 07/03/2025 |
| Registration status | Terminated |
| ADV Location | LONDON, United Kingdom |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 482,958,285,662 20% |
| of that, discretionary | 482,958,285,662 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,137,854,103 17% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 960 11%
of those in investment advisory functions 73 7%
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$7,117,935,614 | % Position6.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$6,356,843,854 | % Position5.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,720,949,028 | % Position4.00% | $ Change | # Change |
| Stck TickerG0593M107 | Stock NameASTRAZENECA PLC | $ Position$3,624,395,495 | % Position3.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$3,465,345,798 | % Position3.00% | $ Change | # Change |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$2,372,256,756 | % Position2.00% | $ Change | # Change |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$1,818,682,413 | % Position2.00% | $ Change | # Change |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$2,467,696,303 | % Position2.00% | $ Change | # Change |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$2,164,936,487 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$2,889,705,968 | % Position2.00% | $ Change | # Change |