| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 11/04/1982 |
| ADV Location | EDINBURGH, United Kingdom |
| Contact Info | 44( xxxxxxx |
| Websites |
| AUM* | 16,087,812,857 9% |
| of that, discretionary | 16,087,812,857 9% |
| Number of Employees | 314 -9% |
| of those in investment advisory functions | 50 -21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,005,488,304 36% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds