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
6

Firm details

Headquarters
EDINBURGH,
CRD number
289505
Registered since
September 7, 2017
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Sovereign Bonds 17%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 11%, Other 11%, Derivatives 2%, Public Funds/Mutual Funds 2%, US Government Bonds 1%48%
  • Exchange Traded Equities48%
  • Sovereign Bonds17%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents11%
  • Other11%

Owners & executives

2 of 2
  • SCOTT SHINE

    Chief Compliance OfficerCRD 4893686

  • Kirstie MacGillivray

    CEOCRD 7636151

Contacts

3 of 4
  • Adrian Hull

    Head of CommercialCRD 7636148

  • MARY KERRIGAN

    Non-Executive DirectorCRD 7505814

  • Jonkheer van Weede

    Non-Executive DirectorCRD 7885414

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDINBURGH, null

Location

EDINBURGH, null

Headquartered in EDINBURGH, null.

Address
3 Lochside Cres
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth