Blackrock International Limited (Edinburgh)

Name: Blackrock International Limited
Address: Exchange Place 1, Edinburgh, Eh3 8 Bl
Telephone: 44 131 472 7200

Blackrock International Limited is a large advisory firm based in Edinburgh. It manages $40 billion of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Blackrock International Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blackrock International Limited: assets under management

The assets under management (AUM) of Blackrock International Limited is $40 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and $12.74 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $40 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $395.99 million each.

Investments

The firm invests in exchange traded securities the most. They account for 79% of the total AUM. The second-largest asset type is government bonds, which make up 8% of the firm’s portfolio. Investments in sovereign bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blackrock International Limited for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Nicholas James Charrington serves?

The firm provides services to insurance companies, investment companies, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Nicholas James Charrington is investment companies with 38 clients and $24.23 billion of assets under management. Among the 8 most similar advisory firms, Blackrock International Limited has the 3rd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $32.01 billion for 70 clients. 26% of the firm’s clients are foreign persons or businesses.

Blackrock International Limited also advises several private funds.

Careers at Blackrock International Limited

The company employs 663 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Nicholas James Charrington has been acting as President since 1 Feb 2011. Quintin Rupert Salter Price has served as the Chief Investment Officer since 1 Nov 2007 and David Jakob Blumer is the Chief Executive Officer of Blackrock International Limited family office. Stacey Jane Mullin joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Blackrock Group Limited	Sole shareholder of the applicant	1 Sep 2006	75% - 100%	12-3456789
Quintin Rupert Salter Price	Chief investment officer	1 Nov 2007	Other	4939468
Colin Roy Thomson	Chief financial officer, director	1 Nov 2007	Other	5512814
James Stewart Carracher	Chief operating officer	1 Nov 2007	Other	2579913
Nicholas Charles Dalton Hall	General counsel & managing director	1 Nov 2007	Other	4347545
James Fenelon Desmarais	Chief compliance officer & managing director	1 Nov 2007	Other	5447444
Roger Clark Tooze	Director	1 Jun 2008	Other	6165861
John Richard Kushel	Chief executive officer	1 Mar 2009	Other	1868400
James Fenelon Desmarais	General counsel, chief compliance officer & managing director	1 May 2009	Other	5447444
Gillian Marjorie Clarke	Chief compliance officer	1 Dec 2009	Other	5775727
Nicholas Charles Dalton Hall	Director	1 Dec 2010	Other	5907822
Andrew Crain	Chief compliance officer	1 Jan 2011	Other	5907819
Nicholas James Charrington	Director	1 Feb 2011	Other	5907824
Edward Francis Hart	Chief operating officer, director	1 Apr 2011	Other	865290
Joseph Mark Thomas Linhares	Director	1 Apr 2011	Other	4178695
Charles Christopher Prideaux	Director	1 Apr 2011	Other	5513092
Maarten Frederik Slendebroek	Director	1 Apr 2011	Other	6032005
Richard Michael Webb	Director	1 Jun 2011	Other	2340571
Nicholas James Charrington	Director	1 Oct 2011	Other	5907824
Scott F Thiel	Director	1 Oct 2011	Other	2173806
James Edward Fishwick	Director	1 Dec 2011	Other	6032004
Timothy David Webb	Director	1 Aug 2012	Other	6165865
Mark Jeremy Melville Naylor	Director	1 Nov 2012	Other	6165860
Brenda Sue Sklar	Chief operating officer, director	1 Mar 2013	Other	6177050
Georgina Louise Fogo	Chief compliance officer	1 Jul 2013	Other	6226014
David Jakob Blumer	Chief executive officer	1 Jul 2013	Other	4945886
Kevin Robert Ironmonger	Chief operating officer, director	1 Jan 2014	Other	6130874
David Jakob Blumer	Director	1 Mar 2014	Other	4945886
Eleanor Judith De Freitas	Director	1 Apr 2014	Other	6327247
Eleanor J De Freitas	Director	1 Apr 2014	Other	6327247
Margaret Anne Young	Director	1 Sep 2014	Other	6402961
Patrick Michael Olson	Chief operating officer	1 Mar 2015	Other	2769513
Erica Louise Handling	General counsel	1 May 2015	Other	6512460
Patrick Michael Olson	Director	1 Jun 2015	Other	2769513
Enda Thomas Mcmahon	Chief compliance officer	1 Jul 2015	Other	5646104
Rudolph Andrew Damm	Director	1 Nov 2016	Other	1447079
Rachel Lord	Director	1 Sep 2017	Other	6874987
Christian Clausen	Director	1 Nov 2017	Other	2694544
Stacey Jane Mullin	Chief operating officer	1 Nov 2017	Other	6888231
Stacey Jane Mullin	Director	1 Mar 2018	Other	6888231

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Blackrock	Sole shareholder	1 Sep 2006	75% - 100%	32-0174431
Inc. Blackrock Holdco 2	Sole shareholder	1 Sep 2006	75% - 100%	68-0635711
Inc. Blackrock International Holdings	Sole shareholder	1 Sep 2006	75% - 100%	06-1543710
Inc. Blackrock Advisors Holdings	Sole shareholder	1 Sep 2006	75% - 100%	23-2834205
Inc Blackrock Financial Management	Sole shareholder	1 Sep 2006	75% - 100%	107105
Inc. Blackrock International Holdings	General partner	1 Dec 2009	Other	06-1543710
L.P. Br Jersey International Holdings	Sole shareholder (a shares)	1 Dec 2009	75% - 100%	foreign
Inc Blackrock Financial Management	Sole shareholder	1 Mar 2015	75% - 100%	107105

Based in Edinburgh

The principal office where Blackrock International Limited performs its advisory services is located at Exchange Place 1, Edinburgh, Eh3 8 Bl, 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 44 131 472 7200. The normal business hours are 9:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at blackrock.com.