{"url":"https://nivawealth.com/firms/abrdn-investments-limited-162309","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/162309","regulatoryAum":206500141591,"crd":"162309","secFileNumber":"801-75074","legalName":"Abrdn Investments Limited","displayName":"Abrdn Investments Limited","website":null,"founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"1 George Street","city":"Edinburgh","state":"","stateName":"","country":"United Kingdom","postalCode":"EH2 2LL"},"tradeNames":["Aberdeen","Aberdeen Investments","Aberdeen Investments Global","Abrdn"],"registration":{"secApproved":"1 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1296,"advisory":295,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":202346381884,"discretionaryAccounts":422,"nonDiscretionary":4153759707,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":94,"nonAumClients":15},"clientTypes":[{"label":"Investment companies","clients":12,"regulatoryAum":4430983594},{"label":"Pooled investment vehicles","clients":297,"regulatoryAum":173948026363},{"label":"Pension and profit-sharing plans","clients":24,"regulatoryAum":9297827107},{"label":"Charitable organizations","clients":1,"regulatoryAum":16023105},{"label":"State or municipal government entities","clients":20,"regulatoryAum":7676692494},{"label":"Insurance companies","clients":85,"regulatoryAum":7865752057},{"label":"Sovereign wealth funds and foreign official institutions","clients":6,"regulatoryAum":3249075402},{"label":"Other","clients":23,"regulatoryAum":15761469}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Citibank (hong Kong) Limited","shortName":"Citibank (hong Kong) Limited","location":"Hong Kong","smaAssets":2186158655},{"name":"Citibank Uk Limited","shortName":"Citibank Uk Limited","location":"United Kingdom","smaAssets":4677647541}],"custodyNote":"Abrdn Investments Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Xavier Meyer","title":"Director and Chief Executive","crd":"7022850"},{"name":"Antony Brookes","title":"Chief Compliance Officer","crd":"8262179"},{"name":"Peter Branner","title":"Director","crd":"7828131"},{"name":"Mandy Rawlinson","title":"Director","crd":"8156529"},{"name":"Parker Wertz","title":"Director","crd":"4819082"}],"ownership":[{"label":"Abrdn Holdings Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since April 1988."},{"label":"Aberdeen Group PLC","detail":"Indirect owner: a shareholder of Abrdn Holdings Limited in the 75% or more band and a control person, since August 2017.","parent":"Abrdn Holdings Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"441313729444","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"Sovereign bonds","percent":11},{"label":"Investment grade corporate bonds","percent":15},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":20,"detail":"Direct Property"}],"privateFunds":1},"sources":{"adv1FilingDate":"18 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/162309/PDF/162309.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Abrdn Investments Limited have?","answer":"Abrdn Investments Limited has 468 clients and manages $206.5 billion for them, as of May 2026. They include 297 pooled investment vehicles, 85 insurance companies and 24 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Abrdn Investments Limited offer?","answer":"Abrdn Investments Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Abrdn Investments Limited use?","answer":"Abrdn Investments Limited’s separately managed account assets are held at Citibank Uk Limited (United Kingdom), with $4,677,647,541 and Citibank (hong Kong) Limited (Hong Kong), with $2,186,158,655. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abrdn Investments Limited have?","answer":"Abrdn Investments Limited has 0 investment adviser representatives registered with state securities authorities, out of 1,296 employees, and 295 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Abrdn Investments Limited invest in?","answer":"At the end of its last fiscal year, Abrdn Investments Limited’s separately managed accounts held 36% exchange-traded equities, 20% direct property, 15% investment grade corporate bonds, 11% sovereign bonds, 11% registered funds (mutual funds, ETFs, BDCs), 3% high-yield corporate bonds, 3% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises 1 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Abrdn Investments Limited?","answer":"Abrdn Investments Limited is owned through a holding company by Aberdeen Group PLC. Its direct owner is Abrdn Holdings Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Abrdn Investments Limited get paid?","answer":"Abrdn Investments Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}