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Building 2WALTER SCOTT & PARTNERS LIMITED

Map pinEDINBURGH
Phone44-131-225-1357
NotebookSEC #801-19420
Total AUM
$66.7B
Employees
162
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CHARLOTTE SQUARE,
EDINBURGH
EH2 4DR
United Kingdom
Operating Hours
0900 - 1730
Monday - Friday
Phone
44-131-225-1357
Other Offices
1

ReceiptFinancials

Total AUM
$66.7B
Accounts
171
Discretionary
$66.7B
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
21
AUM
$19B
Pooled Vehicle Clients
16
AUM
$10.1B
Pension/Profit Sharing Plan Clients
42
AUM
$5.9B
Government Entity Clients
47
AUM
$24B
Investment Advisor Clients
5
AUM
$727.5M
Insurance Company Clients
5
AUM
$1.7B
Other Clients
35
AUM
$5.2B
Description of Other Clients
ENDOWMENT/FOUNDATION, HEALTH & WELFARE, NON-PROFIT HOSPITAL

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 48 other businesses.

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