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.
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 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. 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.
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.
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.