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Adviser Profile

As of Date 06/27/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 349 34.75%
of those in investment advisory functions 135 48.35%
Registration SEC, Approved, 05/06/2021
AUM* 8,482,520,595 3.21%
of that, discretionary 6,608,150,486 15.47%
Private Fund GAV* 0 -100.00%
Avg Account Size 201,964,776 0.75%
SMA’s Yes
Private Funds 0 1
Contact Info 44 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

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
- Performance-based fees

Reported AUM

7B 6B 5B 4B 3B 2B 960M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary