WALTER SCOTT & PARTNERS LIMITED
Latest filing: Aug 12, 2024 (79 days ago)
AUM
$83,995,952,020
12% change vs. 1 year ago
-12% change vs. 3 years ago
40% change vs. 5 years ago
17% change vs. 10 years ago
Employee Count
155
1% change vs. 1 year ago
14% change vs. 3 years ago
20% change vs. 5 years ago
78% change vs. 10 years ago
Main Office
EDINBURGH,
ONE CHARLOTTE SQUARE,, EDINBURGH, , UNITED KINGDOM, EH2 4DR
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $82.5 |
| Non-Discretionary | $1.5 |
| Total | $84.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $33.1 |
| Institutional | $50.9 |
| Total | $84.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $33.9 |
| STATE STREET BANK & TRUST COMPANY | BOSTON-MA-USA | $20.4 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $17.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $50.9 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $50.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 100% | $50.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $50.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MELLON INVESTMENTS CORPORATION | $674.2 | 105764 | |
| BNY MELLON INVESTMENT ADVISER, INC. | $339.7 | 105642 | |
| INSIGHT NORTH AMERICA LLC | $136.7 | 145995 | |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | $47.9 | 312937 | |
| NEWTON INVESTMENT MANAGEMENT LTD | $45.2 | 111208 | |
| BNY MELLON ADVISORS, INC. | $19.7 | 106108 | |
| BNY MELLON SECURITIES CORPORATION | $6.1 | broker-dealer | 231 |
| BNY MELLON ETF INVESTMENT ADVISER, LLC | $6.0 | 306148 | |
| INSIGHT INVESTMENT INTERNATIONAL LIMITED | $3.0 | 107095 | |
| BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON SA/NV | $0.0 | - | |
| PERSHING (CHANNEL ISLANDS) LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. | $0.0 | broker-dealer | - |
| BNY MELLON ASSET MANAGEMENT CANADA LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON | $0.0 | trust company | - |
| PERSHING SECURITIES INTERNATIONAL LIMITED | $0.0 | broker-dealer | - |
| ARX INVESTIMENTOS LTDA | $0.0 | 148403 | |
| INSIGHT INVESTMENT AUSTRALIA PTY LIMITED | $0.0 | - | |
| BNY MELLON NATIONAL ASSOCIATION | $0.0 | trust company | - |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | $0.0 | trust company | - |
| BNY MELLON TRUST OF DELAWARE | $0.0 | trust company | - |
| PERSHING LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON TRUST COMPANY N.A. | $0.0 | trust company | - |
| BNY MELLON TRUST COMPANY OF ILLINOIS | $0.0 | trust company | - |
| BNY MELLON CAPITAL MARKETS, LLC | $0.0 | broker-dealer, municipal advisor | 17454 |
| BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED | $0.0 | 169829 | |
| PERSHING SECURITIES CANADA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED | $0.0 | - | |
| BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A. | $0.0 | broker-dealer | 283267 |
| PERSHING LLC | $0.0 | broker-dealer | 7560 |
| THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE | $0.0 | broker-dealer, trust company | - |
| BNY MELLON BANCO S.A. | $0.0 | trust company | - |
| CIBC MELLON TRUST COMPANY | $0.0 | trust company | - |
| INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED | $0.0 | - | |
| INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED | $0.0 | trust company | - |
| BNY MELLON FUND MANAGERS LIMITED | $0.0 | - | |
| PERSHING SECURITIES LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON ALOCACAO DE PATRIMONIO LTDA | $0.0 | - | |
| BNY MELLON IM KOREA LIMITED | $0.0 | - | |
| PERSHING ADVISOR SOLUTIONS LLC | $0.0 | broker-dealer | 36671 |
| INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED | $0.0 | - | |
| PERSHING SECURITIES SINGAPORE PRIVATE LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INTERNATIONAL MANAGEMENT LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LIMITED | $0.0 | broker-dealer | - |
| MELLON HEDGE ADVISORS, LLC | $0.0 | 133402 | |
| BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
18 active
| Name | Title |
|---|---|
| HENDERSON, JANE, ELISABETH | MANAGING DIRECTOR |
| LECKIE, ROY, MCGREGOR | DIRECTOR |
| MACQUAKER, CHARLES, EDWARD | DIRECTOR |
| NICHOLL, ANNA, LOUISE | CHIEF COMPLIANCE OFFICER |
| HAMMOND-CHAMBERS, ROBERT, ALEXANDER | DIRECTOR |
| SMITS, HANNEKE, (NMI) | DIRECTOR |
| POTTER, STEPHEN, NILES | DIRECTOR |
| WATT, RICHARD, WILLIAM | DIRECTOR |
| O'MEARA, JOHN PAUL | DIRECTOR |
| SNEDDON, THOMAS | EXECUTIVE DIRECTOR - GOVERNANCE AND OPERATIONS |
| SCOTT, BARBARA, LINDSAY | COMPANY SECRETARY |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WALTER SCOTT | EDINBURGH | ||||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $84.0 | $0.0 | 0% | 155 | 0 | 0% |
| 2024-04-02 | $84.0 | $0.0 | 0% | 155 | 0 | 0% |
| 2023-04-04 | $75.3 | $8.7 | 12% | 154 | 1 | 1% |
| 2022-04-01 | $108.0 | -$24.0 | -22% | 148 | 7 | 5% |
| 2021-04-05 | $95.0 | -$11.0 | -12% | 136 | 19 | 14% |
| 2020-04-01 | $74.0 | $10.0 | 13% | 136 | 19 | 14% |
| 2019-04-01 | $60.0 | $24.0 | 40% | 129 | 26 | 20% |
| 2018-04-02 | $67.6 | $16.4 | 24% | 116 | 39 | 34% |
| 2017-04-01 | $59.4 | $24.6 | 41% | 109 | 46 | 42% |
| 2016-04-01 | $60.1 | $23.9 | 40% | 101 | 54 | 53% |
| 2015-04-01 | $69.6 | $14.4 | 21% | 90 | 65 | 72% |
| 2014-04-01 | $71.6 | $12.4 | 17% | 87 | 68 | 78% |
| 2013-04-01 | $47.1 | $36.9 | 78% | 87 | 68 | 78% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DE-09/07/2010, IL-09/14/2010, TX-08/03/2005 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV