Edinburgh Partners Limited (Edinburgh, Midlothian)

Name: Edinburgh Partners Limited
Address: 27 31 Melville Street, Edinburgh, Midlothian, Eh3 7 Jf
Telephone: 44-131-270-3800

Edinburgh Partners Limited is a large advisory firm based in Edinburgh, Midlothian. It manages $8.87 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2004.

Edinburgh Partners Limited 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.

Edinburgh Partners Limited: assets under management

The assets under management (AUM) of Edinburgh Partners Limited is $8.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 11725% since the beginning of its operation, and $2.67 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $492.69 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edinburgh Partners Limited 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 Jeremy George Young serves?

The firm provides services to investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Jeremy George Young is investment companies with 2 clients and $5.63 billion of assets under management. Among the 10 most similar advisory firms, Edinburgh Partners Limited has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $7.53 billion for 15 clients. 83% of the firm’s clients are foreign persons or businesses.

Edinburgh Partners Limited doesn't advise any private funds.

Careers at Edinburgh Partners Limited

The company employs 58 people that are either part- or full-time employees. 24 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.

Jeremy George Young has been acting as President since 1 Apr 2018. Elizabeth Ballantine joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Graham Hugh Campbell	Director	1 Jan 2003	Other	4859972
Alasdair Gordon Mackenzie Nairn	Chief executive officer/member/ elected manager	1 May 2003	25% - 50%	4857539
Noble Grossart Investments Limited	Shareholder	1 Jul 2003	Other	foreign
Kenneth John Greig	Legal director/member/ elected manager	1 Jul 2003	Other	4869476
Robert Samuel Bleakney	Finance partner/ member/ elected manager	1 Jul 2003	Other	4869472
Finebrand Ltd	Shareholder	1 Jul 2003	Other	foreign
Jtc Trustees Limited	Trustee of edinburgh partners employee benefits (no1) trust/ member	1 Aug 2003	Other	foreign
John Mclaren Ogilvie Waddell	Non-executive director	1 Jun 2004	Other	4869480
William Todd Nugent	Non-executive director	1 Nov 2005	Other	5124913
Angus Mcfarlane Mcleod Grossart	Non-executive director	1 Jul 2006	Other	5318394
Stewart John Brown	Chief compliance officer	1 Oct 2011	Other	5996238
Siobhan Nairn	Shareholder	1 May 2014	Other	6376864
Siobhan Marie Nairn	Shareholder	1 May 2014	Other	6376864
Jeremy George Young	Director	1 Apr 2018	Other	6935808
Paul John Brady	Non executive director	1 May 2018	Other	5269647
Adrian N/A White	Non executive director	1 May 2018	Other	6304695
Inc Franklin Resources	Parent corporation of registrant	1 May 2018	75% - 100%	13-2670991
William N/A Jackson	Non executive director	1 May 2018	Other	6304696
Martyn Christopher Gilbey	Non executive director	1 May 2018	Other	6922075
Elizabeth Ballantine	Chief compliance officer	1 Apr 2208	Other	5520238

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Noble Grossart Holdings Limited	Shareholder	1 Jan 2003	25% - 50%	foreign
Angus Mcfarlane Mcleod Grossart	Shareholder	1 Mar 2009	25% - 50%	5318394
Noble Grossart Investments Ltd	Shareholder	1 Mar 2009	25% - 50%	foreign

Based in Edinburgh, Midlothian

The principal office where Edinburgh Partners Limited performs its advisory services is located at 27 31 Melville Street, Edinburgh, Midlothian, Eh3 7 Jf, 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 44-131-270-3800 or by fax 44-131-270-3801. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at edinburghpartners.com.