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