| Total AUM | $206.50B |
| Discretionary | $202.35B98% of AUM |
| Non-Discretionary | $4.15B |
| Client Accounts | 433 |
| Avg Account Size | $476.9M |
| Employees | 1,296 |
| Peak AUM | $218.81BMar 2022 |
| AUM CAGR | +1.2% /yrover 14 yrs · 88 filings |
Total AUM
$206.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $206.5B | +17.3% | +6.4% | +1.2% | |
| Discretionary AUM | $202.3B | +17.1% | +6.1% | +1.3% | |
| Non-Disc. AUM | $4.2B | +28.4% | +19.9% | 4.8% | |
| Total Accounts | 433 | +5.1% | 1.5% | 3.8% | |
| Avg Account Size | $477M | +11.6% | +7.9% | +5.2% | |
| Employees | 1k | 5.7% | 7.2% | +11.6% | |
| AUM / Employee | $159M | +24.5% | +14.7% | 9.4% | |
Client AUM Segments | |||||
| Institutional AUM | $28.1B | +34.1% | 12.7% | 9.3% | |
| Fund / Pooled AUM | $178.4B | +15.0% | +11.3% | +3.8% | |
| Other AUM | $16M | — | 50.8% | 49.4% | |
Client Count Segments | |||||
| Institutional | 136 | +18.3% | 0.5% | +17.7% | |
| Pooled / Fund | 309 | +2.7% | 0.1% | 4.3% | |
| Total AUM | $206.50B |
| Discretionary | $202.35B |
| Employees | 1296 |
| Client Accounts | 433 |
Address
1 GEORGE STREET
EDINBURGH EH2 2LL
United Kingdom
Phone
44 1313729444
Filing History
88 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$202.3B
98.0% of AUM
Non-Discretionary
$4.2B
2.0% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago