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Stewart Ivory & Company (International) Limited (Edinburgh Scotland)


Stewart Ivory & Company (International) Limited is a large advisory firm based in Edinburgh Scotland. It manages $731.12 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

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Stewart Ivory & Company (International) Limited provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stewart Ivory & Company (International) Limited: assets under management

The assets under management (AUM) of Stewart Ivory & Company (International) Limited is $731.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1760% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $731.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stewart Ivory & Company (International) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stewart Ivory (Holdings) Limited Shareholder of stewart ivory & company (international) ltd 1 Jul 1988 75% - 100% foreign
Colonial First State (Uk) Holdings Limited Shareholder of stewart ivory (holdings) ltd 1 Mar 2000 75% - 100% foreign
Colonial Holding Co.(No.2) Pty. Limited Shareholder of colonial mutual life assurance society 1 Mar 2000 75% - 100% foreign
Colonial Holding Company Pty. Limited Shareholder of colonial holding co (no2) pty. ltd 1 Mar 2000 75% - 100% foreign
Colonial Limited Shareholder of colonial holding company pty. ltd 1 Mar 2000 75% - 100% foreign
First State Investments(Uk) Holdings Limited Shareholder 1 Mar 2000 75% - 100% foreign
Colonial First State Investments Group Ltd Shareholder of colonial first state (uk) holdings limited 1 Jun 2000 75% - 100% foreign
Colonial Mutual Life Assurance Society Ltd Shareholder of colonial first state investments group ltda 1 Jun 2000 75% - 100% foreign
Commonwealth Bank Of Australia Shareholder of colonial limited 1 Jun 2000 75% - 100% foreign
Colonial First State Group Ltd Shareholder 1 Jun 2000 75% - 100% foreign

Based in Edinburgh Scotland

The principal office where Stewart Ivory & Company (International) Limited performs its advisory services is located at 23 St. Andrew Square, Edinburgh Scotland, Eh2 1 Bb, 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(0)131 473 2200 or by fax 44(0)131 473 2222. The normal business hours are 0800 gmt - 1800 gmt on Monday - Friday. You can find more information about the New York firm at www.colonialfirststate.co.uk.


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