Abrdn Investments Limited
- Regulatory AUM
- $207B
- Discretionary
- $202B
- Clients
- 468
- Avg AUM / client
- $441M
- Accounts
- 433
- Employees
- 1,296
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Asset allocation (SMA assets by investment type)
as of May 18, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 12 | $4.4B | 2.15% |
| Pooled investment vehicles (non-investment companies) | 297 | $174B | 84.2% |
| Pension and profit sharing plans | 24 | $9.3B | 4.5% |
| Charitable organizations | 1 | $16.0M | 0.01% |
| State or municipal government entities | 20 | $7.7B | 3.72% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 85 | $7.9B | 3.81% |
| Sovereign wealth funds and foreign official institutions | 6 | $3.2B | 1.57% |
| Corporations and other businesses | 0 | $0 | — |
| Other | 23 | $15.8M | 0.01% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jones, Charles, Edward | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Meyer, Xavier, Bernard Maurice | Director And Chief Executive | Jun 2023 (3y) | Less than 5% | |
| Branner, Peter, Nmn | Director | Oct 2023 (3y) | Less than 5% | |
| Jenkins, Ian, Simon | Director And Chief Financial Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Abrdn Holdings Limited | Shareholder | Apr 1988 | A | 75% or more |
| Abrdn Plc | Shareholder | Aug 2017 | B | ≈ 56.25% – 100% via Abrdn Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Abrdn Plc: 75% – 100% of Abrdn Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 4.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: IN OCTOBER 2024 THE KOREAN FINANCIAL SERVICES COMMISSION ("FSC") LEVIED AN ADMINISTRATIVE FINE ON ABRDN INVESTMENTS LIMITED ("AIL") IN CONNECTION WITH A SINGLE BREACH IN JANUARY 2021 OF THE KOREAN FINANCIAL INVESTMENT SERVICES AND CAPITAL MARKETS ACT, SPECIFICALLY IN RELATION TO THE PROVISIONS ON SHORT SELLING. AIL, ACTING AS A DISCRETIONARY INVESTMENT MANAGER, INADVERTENTLY EXECUTED A SMALL NUMBER OF SHARES OF A KOREAN STOCK WHICH THE CLIENT ACCOUNT DID NOT OWN AT THE TIME OF THE ORDER. THE FSC LEVIED A FINE OF AN EQUIVALENT OF KRW 24M (CIRCA £13,500). ABRDN'S SYSTEMS HAVE BEEN FULLY UPGRADED SINCE 2021 TO PREVENT RE-OCCURRENCE OF AN EQUIVALENT BREACH. Status: Final Sanction Detail: FINE LEVIED OF KRW 30M (C.$20,000) REDUCED TO KRW 24M FOR EARLY PAYMENT. THIS WAS PAID ON 25 OCTOBER 2024. Summary: IN OCTOBER 2024 THE KOREAN FINANCIAL SERVICES COMMISSION ("FSC") LEVIED AN ADMINISTRATIVE FINE ON ABRDN INVESTMENTS LIMITED ("AIL") IN CONNECTION WITH A SINGLE BREACH IN JANUARY 2021 OF THE KOREAN FINANCIAL INVESTMENT SERVICES AND CAPITAL MARKETS ACT, SPECIFICALLY IN RELATION TO THE PROVISIONS ON SHORT SELLING. AIL, ACTING AS A DISCRETIONARY INVESTMENT MANAGER, INADVERTENTLY EXECUTED A SMALL NUMBER OF SHARES OF A KOREAN STOCK WHICH THE CLIENT ACCOUNT DID NOT OWN AT THE TIME OF THE ORDER. THE FSC LEVIED A FINE OF AN EQUIVALENT OF KRW 24M (CIRCA £13,500). ABRDN'S SYSTEMS HAVE BEEN FULLY UPGRADED SINCE 2021 TO PREVENT RE-OCCURRENCE OF AN EQUIVALENT BREACH.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Hsbc Securities Services $20.9B (11% of AUM) Oct 2024
- Citibank $6.9B (3% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗