AEGON ASSET MANAGEMENT UK PLC
Firm details
- Headquarters
- EDINBURGH,
- CRD number
- 289505
- Registered since
- September 7, 2017
- Website
- www.aegonam.com
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies58.06%
- Pooled Investment Vehicles37.35%
- Pension & Profit Sharing Plans3.31%
- Investment Companies1.27%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aegon Asset Management UK Plc is an institutional-focused asset manager that concentrates on equity exposure while also serving as portfolio manager for investment companies, pooled investment vehicles and institutional mandates. The firm reports being an active ESG investor and charges fees as a percentage of assets under management, which aligns with its institutional client base. Its filings list roles beyond advisory — including sponsor and general partner of pooled vehicles — indicating the firm operates both commingled funds and bespoke institutional strategies in addition to segregated mandates. Public equities are clearly a central area of emphasis: exchange-traded equities are identified as the most used asset type, and the firm’s 13F reporting shows substantial positions in U.S. listed stocks and ETFs. At the same time, the firm’s advisor activities and industry affiliations support use of pooled structures and sponsor/GP responsibilities, so their investment platform spans liquid public markets and collective investment vehicles that can house less liquid or alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Sovereign Bonds17%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents11%
- Other11%
Owners & executives
2 of 2SCOTT SHINE
Chief Compliance OfficerCRD 4893686
Kirstie MacGillivray
CEOCRD 7636151
Contacts
3 of 4Adrian Hull
Head of CommercialCRD 7636148
MARY KERRIGAN
Non-Executive DirectorCRD 7505814
Jonkheer van Weede
Non-Executive DirectorCRD 7885414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDINBURGH, null
Location
EDINBURGH, null
Headquartered in EDINBURGH, null.
- Address
- 3 Lochside Cres
- Office locations
Similar firms
SCULPTOR CAPITAL LP
RIANew York, NY
GW&K INVESTMENT MANAGEMENT, LLC
RIABOSTON, MA
CATALYST STRATEGIC SOLUTIONS
RIAPlano, TX
MISSIONSQUARE INVESTMENTS
RIAWashington, DC
FIRST SENTIER INVESTORS
RIABARANGAROO NSW
WALLEYE CAPITAL LLC
RIAWAYZATA, MN