Edinburgh Fund Managers Plc (Edinburgh, Scotland)

Name: Edinburgh Fund Managers Plc
Address: Donaldson House, Edinburgh, Scotland, Eh12 5 Hd
Telephone: 44 131 313 1000

Edinburgh Fund Managers Plc is a large advisory firm based in Edinburgh, Scotland. It manages $10.27 billion of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2001.

Edinburgh Fund Managers Plc provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edinburgh Fund Managers Plc: assets under management

The assets under management (AUM) of Edinburgh Fund Managers Plc is $10.27 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edinburgh Fund Managers Plc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edinburgh Fund Managers Plc

Malcolm Thomson Currie Alistair has been acting as President since 1 Aug 1995. Michael Warren Balfour has served as the Chief Investment Officer since 1 Feb 1992. Robert Charles Waugh joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Iain Asasdair Watt	Chairman	1 Feb 1986	Other	4392944
Iain Alasdair Watt	Chairman	1 Feb 1986	Other	4392944
Alex Gowans	Director	1 Jul 1989	Other	4393000
Michael Warren Balfour	Chief investment officer	1 Feb 1992	Other	4392948
Chee Jian Miller Catherine	Company secretary	1 Jan 1995	Other	4392918
Edinburgh Fund Managers Group Plc	Shareholder	1 Apr 1995	75% - 100%	none
Malcolm Thomson Currie Alistair	Director	1 Aug 1995	Other	4392921
James Smith Hay	Director	1 Aug 1995	Other	4392987
Harry James Morgan	Director	1 Aug 1995	Other	4392996
Ian Edward Massie	Director	1 Apr 1996	Other	4392966
David Mccraw	Director	1 Apr 1996	Other	2513297
Robert Graham Harkness Mcgeorge	Director	1 Apr 1996	Other	4392973
Colin Fraser Peters	Director	1 Apr 1996	Other	4392974
Kenneth Brian Mckenna	Director	1 May 1996	Other	4392979
Nigel Patrick Whittingham	Director	1 Aug 1996	Other	4392984
David Whitson Currie	Director	1 Aug 1996	Other	4392977
Roderick Mcleod Macrae	Director	1 Aug 1997	Other	4392995
James Macgregor Sandison	Director	1 Aug 1997	Other	4392998
Carole Haddow	Director	1 Aug 1997	Other	4392999
Iain Hunter Beattie	Deputy chief investment officer	1 Oct 1997	Other	4392988
Graham Meikle Brock	Chief financial officer	1 Apr 1998	Other	4392964
Robert Charles Waugh	Director	1 Jul 2001	Other	4531488

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Hermes Investment Management Limited	Indirect beneficial owner	1 Apr 1996	25% - 50%	foreign

Based in Edinburgh, Scotland

The principal office where Edinburgh Fund Managers Plc performs its advisory services is located at Donaldson House, Edinburgh, Scotland, Eh12 5 Hd, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 44 131 313 1000 or by fax 44 131 313 6300. The normal business hours are 0830 - 1730 on Monday - Friday. You can find more information about the New York firm at www.edfd.com.