Aegon Asset Management UK Plc

RIASEC RegisteredEst. 2017

Total AUM

$52.6B

Discretionary

$49.8B

95% of AUM

Avg account

$358M

Accounts

147

Employees

254

Advisory reps

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

FINTRX

Overview

Aegon Asset Management UK Plc is the UK arm of an institutional investment firm that manages pooled vehicles and institutional mandates. It operates as a corporation registered with the SEC since 2017 and serves institutional clients on a percentage-of-AUM fee basis. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions, and identifies itself as an active ESG investor. Its organizational affiliations extend into broker-dealer activity, other advisory relationships, CPO/CTA roles, accounting capabilities and sponsor/GP responsibilities for pooled vehicles.