Aegon Asset Management Uk Plc
- Regulatory AUM
- $52.6B
- Discretionary
- $49.8B
- Clients
- 52
- Avg AUM / client
- $1.0B
- Accounts
- 147
- Employees
- 254
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $670M | 1.27% |
| Pooled investment vehicles (non-investment companies) | 44 | $19.7B | 37.3% |
| Pension and profit sharing plans | 6 | $1.7B | 3.31% |
| Insurance companies | Fewer than 5 clients | $30.6B | 58.1% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kerrigan, Mary | Non Executive Director | Dec 2020 (6y) | Less than 5% | |
| Hull, Adrian, John Charles | Director | Sep 2022 (4y) | Less than 5% | |
| Mack, Andrew, John | Non Executive Director | Sep 2022 (4y) | Less than 5% | |
| Mac Gillivray, Kirstie, Sarah | Chief Executive Officer | Sep 2022 (4y) | Less than 5% | |
| Shine, Scott, Christopher | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Van Weede, Jonkheer, Marc Alexander | Non Executive Director | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aegon Asset Management Holdings Limited | Direct Parent | Sep 2009 | A | 75% or more |
| Aegon Asset Management Holding B.V. | Shareholder | Sep 2009 | B | 75% or more of Kames Capital Holdings Limited (indirect) |
| Aegon Ltd | Shareholder | Sep 2009 | B | 75% or more of Aegon Asset Management Holding B.V. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $27.6B (53% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗