RIA Intel›Advisers›SCOTTISH WIDOWS INVESTMENT PARTNERSHIP LTD

SCOTTISH WIDOWS INVESTMENT PARTNERSHIP LTD

Advisory

N·EDINBURGH

Data as of May 13, 2014 · Source: SEC Form ADV

Total AUM
$242.0B
1-Year AUM Growth
+5.1%
3-Year CAGR
+1.9%
Employees
82
Assets Under Management
Total AUM$242.0B
Discretionary AUM$236.2B
Non-Discretionary AUM$5.8B
Discretionary %97.6%
Total Clients—
Team
Total Employees82
Investment Advisers482
Employee Growth (1Y)—
Filing History
Total Filings on Record37
First FilingApr 30, 2001
Latest FilingMay 13, 2014
🔒 Full AUM trend chart and 37 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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