Blackrock International Limited is a large advisory firm based in Edinburgh. It manages $40 billion of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Blackrock International Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. 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 Blackrock International Limited is $40 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and $12.74 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Blackrock International Limited 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, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Nicholas James Charrington is investment companies with 38 clients and $24.23 billion of assets under management. Among the 8 most similar advisory firms, Blackrock International Limited has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $32.01 billion for 70 clients. 26% of the firm’s clients are foreign persons or businesses.
Blackrock International Limited also advises several private funds.
The company employs 663 people that are either part- or full-time employees. 3 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.
Nicholas James Charrington has been acting as President since 1 Feb 2011. Quintin Rupert Salter Price has served as the Chief Investment Officer since 1 Nov 2007 and David Jakob Blumer is the Chief Executive Officer of Blackrock International Limited family office. Stacey Jane Mullin joined the executive team most recently as the Director.
The principal office where Blackrock International Limited performs its advisory services is located at Exchange Place 1, Edinburgh, Eh3 8 Bl, 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 44 131 472 7200. The normal business hours are 9:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at blackrock.com.