Adviser Profile

As of Date 07/01/2026
Registration SEC, Approved, 09/04/1984
ADV Location TADWORTH, SURREY, United Kingdom
Contact Info +44 xxxxxxx
AUM* 3,546,614,704 -52%
of that, discretionary 3,546,614,704 -52%
Number of Employees 8 -38%
of those in investment advisory functions 8 -11%
Private Fund GAV* 0
Avg Account Size 295,551,225 -24%
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
- Other investment advisers

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8B 7B 6B 5B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary