Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 11/27/2006
ADV Location LONDON, United Kingdom
Contact Info 44 xxxxxxx
Websites
AUM* 5,374,797,533 27%
of that, discretionary 5,374,797,533 27%
Number of Employees 21 -9%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 65,546,311 22%
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

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- 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 929M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary