Clients
Aegon Asset Management Uk PLC serves 52 clients, 44 of them pooled investment vehicles. The average client has about $1.01 billion with the firm.
- Pooled investment vehicles44 clients37%
- Pension and profit-sharing plans6 clients3%
- Insurance companies58%
- Investment companies2 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $670,408,369 | 1.3% | $335.2M |
| Pooled investment vehicles | 44 | $19,655,231,056 | 37.3% | $446.7M |
| Pension and profit-sharing plans | 6 | $1,743,468,031 | 3.3% | $290.6M |
| Insurance companies | Not reported | $30,556,755,009 | 58.1% | — |
| Total | 52 | $52,625,862,465 | 100% | $1.01B |
- Clients
- 2
- Regulatory AUM
- $670,408,369
- Share
- 1.3%
- Avg. per client
- $335.2M
- Clients
- 44
- Regulatory AUM
- $19,655,231,056
- Share
- 37.3%
- Avg. per client
- $446.7M
- Clients
- 6
- Regulatory AUM
- $1,743,468,031
- Share
- 3.3%
- Avg. per client
- $290.6M
- Clients
- Not reported
- Regulatory AUM
- $30,556,755,009
- Share
- 58.1%
- Avg. per client
- —
Total
- Clients
- 52
- Regulatory AUM
- $52,625,862,465
- Share
- 100%
- Avg. per client
- $1.01B
What it does
Aegon Asset Management Uk PLC provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Aegon Asset Management Uk PLC advises no private funds.
94.7% of assets ($49.82B across 141 accounts) are managed with discretion; $2.80B across 6 accounts are not. 91% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks45%
- Funds9%
- Bonds30%
- Sovereign bonds17%
- Investment grade corporate bonds12%
- U.S. government and agency bonds1%
- Cash10%
- Other6%
- Equity funds, fi funds, private equity funds, real estate funds, securitized.6%
Custodians
Aegon Asset Management Uk PLC’s client accounts are held mainly at Citibank NA, with 53% of managed assets. Aegon Asset Management Uk PLC does not have custody of client assets.
- Citibank NACitibank NA · London · $27.63B53%
- All other custodians$24.99B47%
Ownership and leadership
Aegon Asset Management Uk Holdings Limited owns 75% or more of Aegon Asset Management Uk PLC, and Kirstie MacGillivray is its CEO.
- Owns 75% or more of Aegon Asset Management Uk PLC
Aegon Asset Management Uk Holdings Limited
Control person · since September 2009
- Owns 75% or more of Aegon Asset Management Uk PLC
Aegon Asset Management Holding B.V.
Control person · since September 2009
- Owns 75% or more of Aegon Asset Management Holding B.V.
Aegon LTD
Control person · since September 2009
Leadership
- Kirstie MacGillivrayChief Executive Officer
- Michael TumiltyChief Operating Officer
- Scott ShineChief Compliance Officer
- Adrian HullDirector
- Mary KerriganNon-Executive Director
- Andrew MackNon-Executive Director
- Jonkheer van WeedeNon-Executive Director
Staff
- 254 employees
- 87 in advisory functions
- 1 soliciting firm
Fees
Aegon Asset Management Uk PLC is paid through a percentage of assets under management.
Aegon Asset Management Uk PLC’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Aegon Asset Management Uk PLC has 1 office, with 1 listed address with no US state reported.
Other business names
Aegon Asset Management Uk PLC has reported 5 other business names to the SEC.
- Aam
- Aam Uk
- Aegon Am
- Aegon Am Uk
- Aegon Asset Management
Registration details
- Legal name
- Aegon Asset Management Uk PLC
- Headquarters
- 3 Lochside Crescent, Edinburgh, United Kingdom EH12 9SA
- Phone
- 447780932104
- Website
- Not reported
- SEC file
- 801-111656
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Aegon Asset Management Uk PLC have?
Aegon Asset Management Uk PLC has 52 clients and manages $52.6 billion for them, as of March 2026. They include 44 pooled investment vehicles, 6 pension and profit-sharing plans and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Aegon Asset Management Uk PLC offer?
Aegon Asset Management Uk PLC provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aegon Asset Management Uk PLC use?
Aegon Asset Management Uk PLC’s separately managed account assets are held at Citibank NA (London), with $27,632,366,167. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Aegon Asset Management Uk PLC have?
Aegon Asset Management Uk PLC has 0 investment adviser representatives registered with state securities authorities, out of 254 employees, and 87 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
What does Aegon Asset Management Uk PLC invest in?
At the end of its last fiscal year, Aegon Asset Management Uk PLC’s separately managed accounts held 45% exchange-traded equities, 17% sovereign bonds, 12% investment grade corporate bonds, 10% cash and equivalents, 9% registered funds (mutual funds, ETFs, BDCs), 6% equity funds, fi funds, private equity funds, real estate funds, securitized. and 1% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aegon Asset Management Uk PLC?
Aegon Asset Management Uk PLC is owned through a holding company by Aegon LTD. Its direct owners are Aegon Asset Management Uk Holdings Limited (75% or more) and Aegon Asset Management Holding B.V. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Aegon Asset Management Uk PLC get paid?
Aegon Asset Management Uk PLC is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file