WALTER SCOTT & PARTNERS LIMITED

RIASEC RegisteredEst. 1983

Total AUM

$66.7B

Discretionary

$66.7B

100% of AUM

Avg account

$390M

Accounts

171

Employees

162

Advisory reps

Firm details

Headquarters: EDINBURGH,
CRD number: 112161
Registered since: September 29, 1983
Website: www.walterscott.com
Custodians: BNY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government36%
Investment Companies28.46%
Pooled Investment Vehicles15.22%
Pension & Profit Sharing Plans8.87%
Other7.82%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Walter Scott & Partners Limited is a corporation serving institutional clients with discretionary portfolio management services. The firm is SEC-registered since 1983 and operates with an owner mix classified as foreign entity and individual ownership. Its advisory mandate covers portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm also carries CPO/CTA responsibilities and lists a range of industry affiliations that include broker-dealer, registered municipal advisor, banking/thrift institution, trust company, insurance company, and sponsor/GP roles for pooled vehicles. Fee arrangements include asset-based fees and performance-linked fees, and the firm identifies as an active ESG investor.