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Adviser Profile

Registration status Terminated
As of Date 07/03/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 960 20.15%
of those in investment advisory functions 73 8.96%
AUM* 482,958,285,662 51.63%
of that, discretionary 482,958,285,662 51.63%
Private Fund GAV* 0
Avg Account Size 5,137,854,103 37.11%
SMA’s Yes
Private Funds 0
Contact Info 44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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
- Fixed fees (other than subscription fees)

Reported AUM

328B 281B 234B 188B 141B 94B 47B
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees