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| Rathbones Investment Management Limited
✚
| |
|---|---|
| CRD # | 124925 |
| SEC # | 801-64731 |
| CIK # | |
| AUM | $63.6 BB (2024-07-03) |
| Employees | 1,293 (41% Investors, 0% Brokers) |
| Phone | 441512366666 |
| Address | Port of Liverpool Building Liverpool, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56,980 | 16.2 |
| (b) Individuals (high net worth individuals) | 9,342 | 24.9 |
| (c) Banking or thrift institutions | 12 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12,486 | 9.8 |
| (h) Charitable organizations | 2,446 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,033 | 3.0 |
| (n) Other | 2,251 | 2.0 |
| Total | 127,669 | 63.6 |
| By Discretionary | ||
| Discretionary | 105,647 | 56.5 |
| Non-Discretionary | 22,022 | 7.1 |
| Total | 127,669 | 63.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 63.3 | |
| United States Persons | 0.3 | |
| Total | 127,669 | 63.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Janney Montgomery Scott LLC
✚
|
PA | 85.9 |
|
MML Investors Services LLC
✚
|
MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 72.0 |
|
Truist Advisory Services Inc
✚
|
GA | 61.4 |
|
Invesco Asset Management Japan Limited
✚
|
56.5 | |
|
Fiducient Advisors LLC
✚
|
IL | 55.9 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
55.8 | |
|
Mawer Investment Management Ltd
✚
|
49.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 45.4 |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |