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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 959 -13.99%
of those in investment advisory functions 197 61.48%
Registration SEC, Approved, 10/05/1995
AUM* 111,408,151,908 -28.22%
of that, discretionary 111,408,151,908 -28.22%
Private Fund GAV* 0
Avg Account Size 499,588,125 -5.04%
SMA’s Yes
Private Funds 0
Contact Info +44 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

171B 147B 122B 98B 73B 49B 24B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary