Baillie Gifford Overseas Ltd is a large advisory firm based in Edinburgh. It manages $161.77 billion of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Baillie Gifford Overseas 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 Baillie Gifford Overseas Ltd is $161.77 billion. The firm's AUM has grown by 2350% since the beginning of its operation, and $65.45 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Baillie Gifford Overseas Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Thomas Scott Nisbet is state or municipal government entities with 62 clients and $51.74 billion of assets under management. Among the 10 most similar advisory firms, Baillie Gifford Overseas has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $160.48 billion for 289 clients. 45% of the firm’s clients are foreign persons or businesses.
Baillie Gifford Overseas also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 1,160 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Thomas Scott Nisbet has been acting as President since 1 May 2007. John Lachlan Gray Macdougall joined the executive team most recently as the Beneficial Owner Partner.
The principal office where Baillie Gifford Overseas Ltd performs its advisory services is located at Calton Square, Edinburgh, Eh1 3 An, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 131 275 2000 or by fax +44 131 275 3999. The normal business hours are 09:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at bailliegifford.com and its LinkedIn profile.