Fund Houses

Aegon Asset Management serve a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations, and organise their capabilities around four global investment platforms: Fixed Income, Real Assets, Equities, and Multi-Asset Solutions.

For many years, Aegon’s asset management business has operated through multiple brands, including Aegon Asset Management in the US, Asia and Continental Europe, Kames Capital in the UK, and TKP Investments in the Netherlands. February 2020 saw the integration of the Kames Capital and TKP Investments under the Aegon Asset Management brand.

Aegon boasts of 380 investment professionals who manage and advise on over $300 bn assets as of 31st December 2023.

BlackRock, Inc. is an American multinational investment management corporation based in New York City. Founded in 1988, initially as a risk management and Fixed Income institutional asset manager, BlackRock is the world’s largest asset manager, with over $10 tn in assets under management as of May 2024.

BlackRock is a publicly traded company and is also an issuer of ETFs under the iShares name. iShares ETFs include amongst others: iShares Core S&P 500 ETF (IVV), which tracks the S&P 500 Index and has over $400 bn in AUM; and iShares Core U.S. Aggregate Bond ETF (AGG), which tracks the U.S. investment grade bond market has over $100 bn in AUM. Blackrock proved to be the largest ETFs provider in the US, by assets under management (AUM).

Brooks Macdonald Group plc through its various subsidiaries, provides leading investment management services in the UK and internationally.

In December 2020 Brooks Macdonald completed the acquisition of Lloyds Bank offshore wealth and funds business by its subsidiary Brooks Macdonald Asset Management. “The acquisition of Lloyds’ offshore wealth and funds business adds to this transformation, bringing greater scale, new capabilities and expanded distribution reach.” – Caroline Connellan, CEO of Brooks Macdonald.

The Group, which was founded in 1991 and began trading on AIM in 2005, has Funds under Management of over £17 bn as of 31st March 2024.

Franklin Templeton is one of the world’s largest asset managers and has over 1,200 investment professionals located in over 34 countries and more than 70 years of global investing experience.

In July 2020, Franklin Templeton acquired Legg Mason and its investment managers. Following this acquisition The Fund house has over $1.4 tn (31st December 2023) in assets under management across its various teams.

Invesco is a global company headquartered in Atlanta, GA (USA), with regional offices in 26 countries. As of December 2023, Invesco manage over $1.5 tn in assets on behalf of clients worldwide and offer a wide range of single-country, regional and global capabilities across major Equity, Fixed Income and Alternative asset classes, delivered through a diverse set of investment vehicles.

Invesco is the fourth largest provider of Exchange Traded Funds (ETFs) in the United States as of May 2024.

Janus Henderson is a global asset management firm that provides a wide range of financial services to individual and institutional investors. The Fund House offers investment solutions across a broad range of asset classes to help clients achieve their financial goals. As of 31st March 2024, Janus Henderson had over $350 bn assets under management across Equities ($200+ bn) Fixed Income ($70+ bn) and Multi-asset Solutions ($50+ bn)

Ninety One was established in 1991 and is an active global investment manager with distinctive capabilities in differentiated Fixed Income and Credit as well as specialist Equities. Their goal is to provide long-term investment returns for their clients while making a positive difference to people and the planet. As of 31st March 2024, Ninety One had over $140 bn assets under management.

Pictet Group is a Swiss multinational financial services company specializing in asset and wealth management, as well as other banking services. Pictet Investments is a division of Pictet Group that focuses on providing investment management services to clients worldwide. They offer Equity, Fixed Income, Alternative and Multi-asset Solution products. As of 31st March 2024 Pictet had over €240 bn assets under management.