| Total AUM | $16.09B |
| Discretionary | $16.09B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $1.01B |
| Employees | 314 |
| Peak AUM | $17.30BApr 2013 |
| AUM CAGR | +27.8% /yrover 24 yrs · 70 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.1B | +8.8% | +5.8% | +3.9% | |
| Discretionary AUM | |||||
| Total AUM | $16.09B |
| Discretionary | $16.09B |
| Employees | 314 |
| Client Accounts | 16 |
Address
23 ST. ANDREW SQUARE
EDINBURGH EH2 1BB
United Kingdom
Phone
44(0)131 473 2200
Filing History
70 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$16.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$16.1B
| $16.1B |
| +8.8% |
| +5.8% |
| +3.9% |
| Total Accounts | 16 | 20.0% | 17.0% | 17.2% |
| Avg Account Size | $1.0B | +36.0% | +27.4% | +25.4% |
| Employees | 314 | 8.7% | 5.9% | 2.8% |
| AUM / Employee | $51M | +19.2% | +12.4% | +6.9% |
Client AUM Segments | |||||
| Institutional AUM | $2.9B | 33.2% | 1.1% | 6.1% | |
| Fund / Pooled AUM | $13.2B | +26.4% | +7.6% | +7.2% | |
Client Count Segments | |||||
| Institutional | 2 | 71.4% | 34.1% | 28.9% | |
| Pooled / Fund | 14 | +7.7% | 12.6% | 14.1% | |