Martin Currie Inc (Edinburgh)

Martin Currie 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.

Martin Currie: assets under management

The assets under management (AUM) of Martin Currie Inc is $1.94 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and $67.81 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.94 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.37 million each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martin Currie Inc for their services and products based on a percentage of assets under management 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.

What kind of clients William Geddie Watt serves?

The firm provides services to individuals, investment companies, and pooled investment vehicles. The largest group of clients of William Geddie Watt is pooled investment vehicles with 6 clients and $654.45 million of assets under management. Among the 11 most similar advisory firms, Martin Currie has the 6th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.26 billion for 35 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 8% of the firm’s clients are foreign persons or businesses.

Martin Currie doesn't advise any private funds.

Careers at Martin Currie Inc

The company employs 37 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Geddie Watt has been acting as President since 1 Feb 2001. Mark Cho joined the executive team most recently as the Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in Edinburgh

The principal office where Martin Currie Inc performs its advisory services is located at Saltire Court, Edinburgh, Eh1 2 Es, 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 44 131 229 5252 or by fax 44 131 228 5959. The normal business hours are 9a.m. to 5.30p.m. (gmt) on Monday - Friday. You can find more information about the New York firm at martincurrie.com.

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