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Adviser Profile

As of Date 06/11/2026
Registration SEC, Approved, 09/28/2017
ADV Location LONDON, United Kingdom
Contact Info 44 xxxxxxx
AUM* 35,515,112,100 38%
of that, discretionary 35,515,112,100 38%
Number of Employees 68
of those in investment advisory functions 60 -5%
Private Fund GAV* 0
Avg Account Size 845,597,907 44%
% High Net Worth 4.17% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

36B 31B 26B 21B 15B 10B 5B
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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