Blackrock International Limited (Edinburgh)


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. The adviser charges an additional fee when a set benchmark is outperformed. 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.