| Total AUM | $82.55B |
| Discretionary | $80.71B98% of AUM |
| Non-Discretionary | $1.83B |
| Client Accounts | 111 |
| Avg Account Size | $743.6M |
| Employees | 300 |
| Peak AUM | $83.11BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $82.5B | +16.4% | 0.2% | +1.8% | |
| Discretionary AUM | |||||
| Total AUM | $82.55B |
| Discretionary | $80.71B |
| Employees | 300 |
| Client Accounts | 111 |
| Client Range | 0 |
Address
1 LONDON WALL PLACE
LONDON EC2Y 5AU
United Kingdom
Phone
+44 (0)20 7658 6000
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$80.7B
97.8% of AUM
Non-Discretionary
$1.8B
2.2% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
| +7.7% /yrover 25 yrs · 74 filings |
Total AUM
$82.5B
| $80.7B |
| +15.8% |
| 1.0% |
| +1.3% |
| Non-Disc. AUM | $1.8B | +45.8% | — | — |
| Total Accounts | 111 | +13.3% | +5.1% | +3.6% |
| Avg Account Size | $744M | +2.7% | 5.1% | 1.8% |
| Employees | 300 | 56.1% | 27.1% | 16.2% |
| AUM / Employee | $275M | +164.9% | +36.9% | +21.4% |
Client AUM Segments | |||||
| Wealth AUM | $48M | +11.9% | 2.9% | 0.1% | |
| Institutional AUM | $15.8B | +16.6% | +0.8% | +0.5% | |
| Fund / Pooled AUM | $64.9B | +15.6% | 1.4% | +1.8% | |
| Other AUM | $1.8B | +45.8% | — | +18.0% | |
Client Count Segments | |||||
| Institutional | 30 | +25.0% | +1.2% | +3.7% | |
| Pooled / Fund | 75 | +19.0% | +4.5% | +3.2% | |
| Individuals | 2 | — | +26.8% | +14.9% | |