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Adviser Profile

Registration status Terminated
As of Date 01/07/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 478
of those in investment advisory functions 140
AUM* 101,261,842,741
of that, discretionary 98,777,294,207
Private Fund GAV* 0
Avg Account Size 484,506,425
SMA’s Yes
Private Funds 0
Contact Info 44- xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
129B 111B 92B 74B 55B 37B 18B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees