WALTER SCOTT & PARTNERS LIMITED
Total AUM
$66.7B
Employees
162Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE CHARLOTTE SQUARE,
EDINBURGH
EH2 4DR
United Kingdom
EDINBURGH
EH2 4DR
United Kingdom
Operating Hours
0900 - 1730
Monday - Friday
Monday - Friday
Phone
44-131-225-1357
Other Offices
1
Financials
Total AUM
$66.7B
Accounts
171Discretionary
$66.7B
Accounts
171Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
21AUM
$19B
Pooled Vehicle Clients
16AUM
$10.1B
Pension/Profit Sharing Plan Clients
42AUM
$5.9B
Government Entity Clients
47AUM
$24B
Investment Advisor Clients
5AUM
$727.5M
Insurance Company Clients
5AUM
$1.7B
Other Clients
35AUM
$5.2B
Description of Other Clients
ENDOWMENT/FOUNDATION, HEALTH & WELFARE, NON-PROFIT HOSPITAL
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DEILTX
Affiliates
Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 48 other businesses.