Aberdeen Standard Investments Australia Limited is a large advisory firm based in Sydney Nsw. It manages $5.08 billion of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2019.
Aberdeen Standard Investments Australia Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aberdeen Standard Investments Australia Limited is $5.08 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $5.08 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aberdeen Standard Investments Australia Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, high net worth individuals, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Aberdeen Standard Investments Australia Limited is investment companies with 23 clients and $2.27 billion of assets under management. Among the 7 most similar advisory firms, Aberdeen Standard Investments Australia Limited has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.14 billion for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Aberdeen Standard Investments Australia Limited doesn't advise any private funds.
The company employs 67 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aberdeen Standard Investments Australia Limited performs its advisory services is located at 255 George Street, Sydney Nsw, 2000 The mailing address of the firm is Gpo Box 4306, Sydney Nsw, 2001. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 001-612-9950-2888 or by fax 001-612-9950-2800. The normal business hours are 9 am - 5.30 pm on Monday - Friday. You can find more information about the New York firm at aberdeenstandard.com.au.