Adviser Profile

As of Date 09/16/2026
Registration SEC, Approved, 01/27/2006
ADV Location EDINBURGH, United Kingdom
Contact Info 44 xxxxxxx
Websites
AUM* 9,892,865,574 3%
of that, discretionary 9,239,915,360 -4%
Number of Employees 44 -43%
of those in investment advisory functions 16 -54%
Private Fund GAV* 0
Avg Account Size 1,907,978 -99%
% High Net Worth 0.13% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

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
- Performance-based fees

Reported AUM

10B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary