Clients
RBC Global Asset Management (uk) Limited serves 295 clients, 182 of them pooled investment vehicles. The average client has about $603 million with the firm.
- Banking or thrift institutions14 clients6%
- Investment companies17 clients4%
- Pooled investment vehicles182 clients68%
- Pension and profit-sharing plans23 clients5%
- State or municipal government entities18 clients11%
- OtherOther investment advisers, Insurance companies, Individuals, Charitable organizations, Sovereign wealth funds and foreign official institutions, Corporations and other businesses7%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2 | $235,638,994 | 0.1% | $117.8M |
| Banking or thrift institutions | 14 | $10,002,226,085 | 5.6% | $714.4M |
| Investment companies | 17 | $7,647,167,216 | 4.3% | $449.8M |
| Pooled investment vehicles | 182 | $120,950,375,444 | 67.9% | $664.6M |
| Pension and profit-sharing plans | 23 | $8,073,523,105 | 4.5% | $351.0M |
| Charitable organizations | 4 | $404,059,815 | 0.2% | $101.0M |
| State or municipal government entities | 18 | $19,008,966,422 | 10.7% | $1.06B |
| Other investment advisers | 14 | $3,830,411,313 | 2.2% | $273.6M |
| Insurance companies | 9 | $3,965,073,399 | 2.2% | $440.6M |
| Sovereign wealth funds and foreign official institutions | 4 | $2,271,199,254 | 1.3% | $567.8M |
| Corporations and other businesses | 8 | $1,624,362,822 | 0.9% | $203.0M |
| Total | 295 | $178,013,003,869 | 100% | $603.4M |
- Clients
- 2
- Regulatory AUM
- $235,638,994
- Share
- 0.1%
- Avg. per client
- $117.8M
- Clients
- 14
- Regulatory AUM
- $10,002,226,085
- Share
- 5.6%
- Avg. per client
- $714.4M
- Clients
- 17
- Regulatory AUM
- $7,647,167,216
- Share
- 4.3%
- Avg. per client
- $449.8M
- Clients
- 182
- Regulatory AUM
- $120,950,375,444
- Share
- 67.9%
- Avg. per client
- $664.6M
- Clients
- 23
- Regulatory AUM
- $8,073,523,105
- Share
- 4.5%
- Avg. per client
- $351.0M
- Clients
- 4
- Regulatory AUM
- $404,059,815
- Share
- 0.2%
- Avg. per client
- $101.0M
- Clients
- 18
- Regulatory AUM
- $19,008,966,422
- Share
- 10.7%
- Avg. per client
- $1.06B
- Clients
- 14
- Regulatory AUM
- $3,830,411,313
- Share
- 2.2%
- Avg. per client
- $273.6M
- Clients
- 9
- Regulatory AUM
- $3,965,073,399
- Share
- 2.2%
- Avg. per client
- $440.6M
- Clients
- 4
- Regulatory AUM
- $2,271,199,254
- Share
- 1.3%
- Avg. per client
- $567.8M
- Clients
- 8
- Regulatory AUM
- $1,624,362,822
- Share
- 0.9%
- Avg. per client
- $203.0M
Total
- Clients
- 295
- Regulatory AUM
- $178,013,003,869
- Share
- 100%
- Avg. per client
- $603.4M
What it does
RBC Global Asset Management (uk) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
RBC Global Asset Management (uk) Limited provided financial planning to 0 clients last fiscal year and advises 7 private funds.
98.9% of assets ($176.10B across 282 accounts) are managed with discretion; $1.91B across 13 accounts are not. 93% of clients are outside the U.S., and 10 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks22%
- Exchange-traded equities21%
- Non-exchange-traded equities1%
- Bonds74%
- Investment grade corporate bonds44%
- Sovereign bonds26%
- U.S. government and agency bonds3%
- High-yield corporate bonds1%
- Cash2%
- Other2%
- Derivatives1%
- Repo; term loans1%
Custodians
RBC Global Asset Management (uk) Limited’s client accounts are held mainly at State Street Bank and Trust, with 5% of managed assets, and Brown Brothers Harriman &, with 3%. RBC Global Asset Management (uk) Limited has custody of client assets.
- State Street Bank and TrustState Street Bank and Trust · Boston, MA · $8.28B5%
- Brown Brothers Harriman &Brown Brothers Harriman & Co. · Luxembourg · $5.01B3%
- All other custodians$164.73B93%
Ownership and leadership
Royal Bank of Canada Holdings (uk) LTD owns 75% or more of RBC Global Asset Management (uk) Limited, and Erich Gerth is its CEO.
- Owns 75% or more of RBC Global Asset Management (uk) Limited
Royal Bank of Canada Holdings (uk) LTD
Control person · since December 1998
- Owns 75% or more of Royal Bank of Canada Holdings (uk) LTD
Royal Bank of Canada
Control person · since November 2012
Leadership
- Erich GerthChief Executive Officer and Director
- Peter DixonChief Financial Officer
- Paul BromleyChief Operating Officer
- Simon GoodwinChief Compliance Officer
- Anna BentleyDirector (independent Non-Executive)
- Scott CurrinMoney Laundering Reporting Officer
- Mark DowdingDirector, Chief Investment Officer, Fixed Income
- Stuart KedwellExecutive Director
- Malena LjungkvistChief Risk Officer and Director
- Malena LjungkvistDirector (non-Executive) and RBC Europe Chief Risk Officer
- Donna MeyersDirector (independent Non-Executive)
- James PettigrewChairman and Director (independent Non-Executive)
- Anthony PickeringHead of Business Development
- Damon WilliamsDirector (non-Executive)
Staff
- 471 employees
- 123 in advisory functions
- 1 soliciting firm
Fees
RBC Global Asset Management (uk) Limited is paid through a percentage of assets under management and performance-based fees.
RBC Global Asset Management (uk) Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, RBC Global Asset Management (uk) Limited has 0 offices, with 1 listed address with no US state reported.
Other business names
RBC Global Asset Management (uk) Limited has reported 2 other business names to the SEC.
- RBC Bluebay
- RBC Bluebay Asset Management
Registration details
- Legal name
- RBC Global Asset Management (uk) Limited
- Headquarters
- 100 Bishopsgate, London, London, United Kingdom EC2N 4AA
- Phone
- 442073893700
- Website
- Not reported
- SEC file
- 801-78436
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- October
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 RBC Global Asset Management (uk) Limited have?
RBC Global Asset Management (uk) Limited has 295 clients and manages $178 billion for them, as of September 2026. They include 182 pooled investment vehicles, 23 pension and profit-sharing plans and 18 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does RBC Global Asset Management (uk) Limited offer?
RBC Global Asset Management (uk) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does RBC Global Asset Management (uk) Limited use?
RBC Global Asset Management (uk) Limited’s separately managed account assets are held at State Street Bank and Trust (Boston, MA), with $8,277,861,266 and Brown Brothers Harriman & Co. (Luxembourg), with $5,006,028,372. 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 September 2026
How many financial advisors does RBC Global Asset Management (uk) Limited have?
RBC Global Asset Management (uk) Limited has 0 investment adviser representatives registered with state securities authorities, out of 471 employees, and 123 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 RBC Global Asset Management (uk) Limited invest in?
At the end of its last fiscal year, RBC Global Asset Management (uk) Limited’s separately managed accounts held 44% investment grade corporate bonds, 26% sovereign bonds, 21% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents, 1% non-exchange-traded equities, 1% high-yield corporate bonds, 1% derivatives and 1% repo; term loans. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RBC Global Asset Management (uk) Limited?
RBC Global Asset Management (uk) Limited is owned through a holding company by Royal Bank of Canada. Its direct owner is Royal Bank of Canada Holdings (uk) LTD (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does RBC Global Asset Management (uk) Limited get paid?
RBC Global Asset Management (uk) Limited is paid through a percentage of assets under management 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