Baillie Gifford Overseas Ltd (Edinburgh)

Name: Baillie Gifford Overseas Ltd
Address: Calton Square, Edinburgh, Eh1 3 An
Telephone: +44 131 275 2000

Baillie Gifford Overseas Ltd is a large advisory firm based in Edinburgh. It manages $161.77 billion of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Baillie Gifford Overseas provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baillie Gifford Overseas: assets under management

The assets under management (AUM) of Baillie Gifford Overseas Ltd is $161.77 billion. The firm's AUM has grown by 2350% since the beginning of its operation, and $65.45 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $153.73 billion in discretionary accounts and $8.03 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $489.6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $730.3 million.

Baillie Gifford Overseas has custody of $178.99 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 3% of the firm’s portfolio. Investments in sovereign bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baillie Gifford Overseas Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Thomas Scott Nisbet serves?

The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Thomas Scott Nisbet is state or municipal government entities with 62 clients and $51.74 billion of assets under management. Among the 10 most similar advisory firms, Baillie Gifford Overseas has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $160.48 billion for 289 clients. 45% of the firm’s clients are foreign persons or businesses.

Baillie Gifford Overseas also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Baillie Gifford Overseas Ltd

The company employs 1,160 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Thomas Scott Nisbet has been acting as President since 1 May 2007. John Lachlan Gray Macdougall joined the executive team most recently as the Beneficial Owner Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Baillie Gifford & Co	Parent owner	1 Sep 1983	75% - 100%	foreign
Gavin Gemmell	Director-beneficial owner-partner	1 Sep 1983	Other	4339255
Robin Menzies	Director-beneficial owner-partner	1 Sep 1983	Other	4339271
Stewart Clark	Beneficial owner-partner	1 Sep 1983	Other	4339280
Rowan Robin Menzies	Director-beneficial owner-partner	1 Sep 1983	Other	4339271
Stewart William Clark	Beneficial owner-partner	1 Sep 1983	Other	4339280
George Veitch	Beneficial owner-partner	1 Mar 1986	Other	4377091
Richard Burns	Beneficial owner-partner	1 Mar 1986	Other	4339276
Richard Ronald James Burns	Beneficial owner-partner	1 Mar 1986	Other	4339276
Sarah Jane Whitley	Director-beneficial owner-partner	1 Apr 1986	Other	4377110
Alexander James Callender	Benificial owner-partner	1 Apr 1986	Other	4377107
Alexander James Callander	Director-benificial owner-partner	1 Apr 1986	Other	4377107
John Ross Lidstone	Director-beneficial owner-partner	1 Oct 1987	Other	4377113
Brian Richard Malcolm	Beneficial owner-partner	1 May 1988	Other	4377121
John Seton Burrel Carson	Beneficial owner -partner	1 May 1990	Other	4377029
John Seton Burrell Carson	Director-beneficial owner-partner	1 May 1990	Other	4377029
Edward Hocknell	Director-beneficial owner-partner	1 Sep 1992	Other	4339275
Edward Harry Hocknell	Director-beneficial owner-partner	1 Sep 1992	Other	4339275
Thomas Michael Brewis	Beneficial owner-partner	1 May 1993	Other	4377038
Guy Burnett Cameron	Beneficial owner-partner	1 May 1997	Other	4377053
William Ronald Richards	Director	1 Jul 1997	Other	4377102
Michael William Miller Reid Macphee	Beneficial owner-partner	1 May 1998	Other	4377059
Macdonald Angus	Compliance officer	1 Apr 1999	Other	4339282
Angus Neil George Macdonald	Compliance officer	1 Apr 1999	Other	4339282
William Angus Barnaby Mcleod	Director	1 Jan 2000	Other	4377130
William Angus Burnaby Mcleod	Director	1 Jan 2000	Other	4377130
Robert Taylor Blaikie	Beneficial owner-partner	1 May 2000	Other	4377980
Peter Noel David Mackiolop Cooke	Director	1 Apr 2001	Other	4519623
Peter Noel David Cooke	Director- beneficial owner-partner	1 Apr 2001	Other	4519623
Alison Lois Warden	Group finance officer	1 May 2001	Other	4395541
Nigel Edward Morecroft	Beneficial owner-partner	1 May 2001	Other	4395545
Leslie William Robb	Beneficial owner-partner	1 May 2002	Other	4540588
Peter John Hollis	Beneficial owner-partner	1 May 2002	Other	4540590
Andrew James Telfer	Director	1 Sep 2002	Other	4540593
Angus Neil George Macdonald	Legal officer	1 May 2004	Other	4339282
Graham Laybourn	Compliance officer	1 Oct 2004	Other	4343276
Alison Graham Hutton	Finance officer	1 Sep 2005	Other	5056521
Alison Graham	Finance officer	1 Sep 2005	Other	5056521
Andrew James Telfer	Chairman and chief executive	1 Apr 2007	Other	4540593
Thomas Scott Nisbet	Director	1 May 2007	Other	4797516
Nigel Edward Morecroft	Director	1 May 2007	Other	4395545
Peter Coyne Hadden	Director	1 May 2007	Other	4797510
Peter Noel David Cooke	Chairman and chief executive	1 Apr 2009	Other	4519623
Andrew James Telfer	Director	1 Apr 2009	Other	4540593
William Sutcliffe	Director	1 Jul 2009	Other	5789074
Dickson King Jackson	Director	1 Jul 2009	Other	5789099
Anthony Robert Tait	Director	1 May 2011	Other	4678686
Jocelyn Arthur Saunders	Finance officer	1 Dec 2011	Other	6038575
Kathrin Hamilton	Director	1 Jun 2012	Other	4797514
David Shields Henderson	Director	1 Jun 2012	Other	6132245
David William Salter	Director	1 Jun 2012	Other	5935421
Nicholas Thomas	Director	1 Jun 2012	Other	5789101
Timothy Edward Hugh Campbell	Director	1 Jun 2012	Other	5756834
Peter Coyne Hadden	Chairman	1 Sep 2012	Other	4797510
Lindsay Gold	Chief compliance officer	1 Mar 2013	Other	5032129
Graham Laybourn	Group head of legal and regulatory risk	1 Mar 2013	Other	4343276
Ann Marie Mitchell	Finance officer	1 Jul 2013	Other	6279938
Graham Laybourn	Director, legal officer	1 Dec 2013	Other	4343276
Dickson King Jackson	Chief executive	1 Dec 2013	Other	5789099
Sinclair Coghill	Director	1 Dec 2013	Other	6279934
Barry Sinclair Coghill	Director	1 Dec 2013	Other	6279934
Kave Tristan Sigaroudinia	Director	1 Aug 2015	Other	6056381
Kathrin Hamilton	Chair	1 Feb 2016	Other	4797514
Alastair David Maclean	Legal officer	1 Jun 2016	Other	6661269
Barry Sinclair Coghill	Chief financial officer	1 Mar 2018	Other	6279934
Gavin Richard Gordon Scott	Director	1 Jul 2018	Other	7126625
Anthony Robert Tait	Chief executive	1 Jul 2018	Other	4678686

Indirect Owners

The SEC currently registers 57 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sarah Jane Mackay Whitley	Beneficial owner - partner	1 Apr 1986	Other	4377110
James Kennedy Anderson	Beneficial owner - partner	1 Apr 1987	Other	4377096
Sarah Jane Mackay Whitley	Beneficial owner-partner	1 Apr 1987	Other	4377110
Charles Edmond Philip Plowden	Beneficial owner - partner	1 May 1988	Other	4377126
Gerald Thomas Edward Smith	Beneficial owner - partner	1 May 1998	Other	4377075
Elaine Mary Morrison	Beneficial owner - partner	1 May 1999	Other	4377082
Gerard Callahan	Beneficial owner - partner	1 May 2000	Other	4377985
Andrew James Telfer	Beneficial owner - partner	1 May 2002	Other	4540593
William Leslie Robb	Beneficial owner-partner	1 May 2002	Other	4540588
Anthony Robert Tait	Beneficial owner-partner	1 May 2002	Other	4678686
Peter Noel David Cooke	Beneficial owner - partner	1 May 2003	Other	4519623
Anthony Robert Tait	Beneficial owner - partner	1 May 2003	Other	4678686
Richard Edgar Sneller	Beneficial owner - partner	1 May 2004	Other	4980516
Mark Andrew Urquhart	Beneficial owner - partner	1 May 2004	Other	4980520
Alan William Paterson	Beneficial owner - partner	1 May 2004	Other	4980532
William Angus Burnaby Mcleod	Beneficial owner - partner	1 May 2004	Other	4377130
Jonathan William Brennan Bates	Beneficial owner - partner	1 May 2005	Other	5045850
Iain Arthur Donald Mccombie	Beneficial owner - partner	1 May 2005	Other	5045851
Patrick James Edwardson	Beneficial owner - partner	1 May 2005	Other	5045854
Hamish Andrew Dingwall	Beneficial owner - partner	1 May 2007	Other	5361078
Lynn Catherine Dewar	Beneficial owner - partner	1 May 2007	Other	5361073
Peter Coyne Hadden	Beneficial owner - partner	1 May 2008	Other	4797510
Stephen John Rodger	Beneficial owner - partner	1 May 2008	Other	5534595
Kenneth Barker	Beneficial owner - partner	1 May 2008	Other	5534592
William Sutcliffe	Beneficial owner - partner	1 May 2010	Other	5789074
Richard Stephen Mcgrail	Beneficial owner - partner	1 May 2010	Other	5789100
Nicholas Thomas	Beneficial owner - partner	1 May 2010	Other	5789101
Malcolm Graham Maccoll	Beneficial owner - partner	1 May 2011	Other	5935418
David William Salter	Beneficial owner - partner	1 May 2011	Other	5935421
William Robert Pacula	Beneficial owner - partner	1 May 2011	Other	1502748
Baillie Gifford International Partnership	Beneficial owner - partner	1 May 2011	Other	98-0701301
Larysa Maria Bemko	Beneficial owner - partner	1 May 2012	Other	2444132
Timothy Edward Hugh Campbell	Beneficial owner - partner	1 May 2012	Other	5756834
Thomas Keith Slater	Beneficial owner - partner	1 May 2012	Other	6056382
Angus John Franklin	Beneficial owner - partner	1 May 2012	Other	6056383
Kave Tristan Sigaroudinia	Beneficial owner - partner	1 May 2012	Other	6056381
Graham Laybourn	Beneficial owner - partner	1 May 2013	Other	4343276
Kathrin Hamilton	Beneficial owner - partner	1 May 2013	Other	4797514
Spencer Franklin Adair	Beneficial owner - partner	1 May 2013	Other	6184440
David Shields Henderson	Beneficial owner - partner	1 May 2014	Other	6132245
Thomas Benedict Cargill Coutts	Beneficial owner - partner	1 May 2014	Other	6338554
Stuart Dunbar	Beneficial owner - partner	1 May 2014	Other	6338558
Douglas William Brodie	Beneficial owner - partner	1 May 2015	Other	6514323
John Lachlan Gray Macdougall	Beneficial owner - partner	1 May 2016	Other	6658151
Timothy James Garratt	Beneficial owner - partner	1 May 2016	Other	6658154
John Forrest Carnegie	Beneficial owner - partner	1 May 2017	Other	4537317
Eleanor Clare Mckee	Beneficial owner -partner	1 May 2017	Other	6804005
Donald Hugh Miller Farquharson	Beneficial owner -partner	1 May 2017	Other	4347274
James Alexander Squires	Beneficial owner - partner	1 May 2018	Other	6941882
Matthew Colin John Brett	Beneficial owner - partner	1 May 2018	Other	6941890
Evan Delaney	Beneficial owner - partner	1 May 2018	Other	6281421
Amy Sybilla Elizabeth Atack	Beneficial owner - partner	1 May 2018	Other	6941898
Nicholas Wood	Beneficial owner -partner	1 May 2018	Other	6966074
John Lachlan Gray Macdougall	Beneficial owner - partner	1 May 2019	Other	6658151
Baillie Gifford Asia Partnership	Beneficial owner - partner	1 May 2019	Other	foreign
Janet Hunter Oliver	Beneficial owner - partner	1 May 2019	Other	7121410
Gary Thomas Robinson	Beneficial owner - partner	1 May 2019	Other	7121411

Based in Edinburgh

The principal office where Baillie Gifford Overseas Ltd performs its advisory services is located at Calton Square, Edinburgh, Eh1 3 An, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 131 275 2000 or by fax +44 131 275 3999. The normal business hours are 09:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at bailliegifford.com and its LinkedIn profile.