Asset Management Companies in Edinburgh: 167 Active Firms (2026)

Updated May 2026

Asset management companies in Edinburgh manage investment portfolios, funds and advisory mandates for institutional, private and corporate clients.

Buying authority usually sits with investment committees, trustee boards, private-client advisers and corporate finance teams, not with procurement teams treating the mandate as ordinary professional services. The commercial pattern is recurring and relationship-led: discretionary portfolios, funds and advisory assets need periodic reviews, risk oversight, portfolio administration and client reporting. Edinburgh-headquartered boutiques tend to sell credibility, continuity and access to senior investment staff, while relying on outsourced operations where the client base does not justify a larger in-house platform. Mandates are usually material enough to require formal governance, but not necessarily large enough to support enterprise-style operating teams.

Edinburgh has 167 actively trading asset management firms, with reported headcount totalling 150 people. That puts the city’s cohort closer to a boutique operating base than a concentration of scaled managers: staff footprints appear lean, and many mandates are likely supported by outsourced administration, custody, compliance and reporting functions. The employment footprint also suggests that founder-led or partner-led models remain common, with business development and client servicing often carried by senior investment staff rather than separate sales teams.

Market structure is shaped by permissions, custody and client categorisation rather than by a neat product boundary. A discretionary portfolio manager faces a different operating burden from a firm focused on advisory mandates, yet both need documented suitability work, investment governance, valuation controls and client reporting. For Edinburgh boutiques serving institutional, private, charity and corporate clients, outsourced administration can reduce fixed costs, but it also makes provider oversight, operational-risk evidence and handover procedures part of the commercial proposition.

Edinburgh’s asset-management base appears more likely to deepen through specialist mandates than through a wave of very large platforms. The cohort’s centre of gravity sits with lean boutiques, so back-office outsourcing, model-portfolio administration and investment reporting tend to shape capacity as much as fund performance. New entrants have room to win advisory and discretionary mandates where clients want local access and defined accountability, but the scarcity of scaled managers suggests consolidation or succession-led transactions may be a recurring route to size.

What’s in the file

One row per company, 50+ columns — everything below plus each company’s verified directors, from Companies House filings.

Company data

Company name

Website

City & address

Companies House no.

Incorporation date

SIC codes & industry tags

What they do / who they sell to

Turnover, profit, cash & net assets

Employees

Growth (YoY & 3-year)

Financial-health score & flags

Sales-readiness score

Detected technologies

Verified directors — included

Director names

Director roles

Appointment dates

167

Active firms

2026

Incorporated since 2022

newer entities

Firms above £5M

annual revenue

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Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 167 firms) — the rest sits below that revenue band.

16% of the cohort was incorporated since 2022 (27 firms), so a sizeable share is in its first few filing cycles.

Edinburgh asset managers in this segment handle investment portfolios, funds and advisory mandates for institutional, private and corporate clients.

Fund administration, discretionary mandates and advisory income can sit under the same broad sector label, so buyer research usually needs activity-level qualification.

The local market appears to include owner-managed advisory businesses, fund-management entities and lean corporate vehicles rather than one single operating model.

Sales and research teams may need to separate local specialist managers from larger UK investment platforms when assessing target accounts.

Top Edinburgh Asset Management companies

Company

Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.

Turnover

Employees

Growth (yoy)Year-on-year change in UK headcount, from filed accounts.

Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.

Location

Amati Global Investors

Asset ManagementVenture CapitalPrivate Equity

28 employeesInc. 1999EdinburghCH SC199908

amatiglobal.com

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Financial sub-scores

Computed from 5 filings

Cash84 / 100

Headcount100 / 100

What does Amati Global Investors do?

Operates investment funds focused on small and mid‑sized companies. Manages portfolios including UK smaller companies, strategic metals and global innovation funds, providing investment management…

Who does Amati Global Investors sell to?

Serves private investors and professional investors seeking fund exposure to small and mid-sized companies, including those interested in UK smaller companies, strategic metals and global innovation…

Key contacts (4)

Mikhail Zverev

Director

Georges Lequime

Director

David Walker Stevenson

Director

Paul Arthur Jourdan

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£59.8KEstimate

Founded

26 years ago

Since Sep 1999

Edinburgh

Financial health

Financial Health

Strong

Strong · Hiring · 13% CAGR over 4y

Hiring

Location

8 Coates Crescent

Edinburgh, EH3 7AL

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SIS Ventures Limited

SIS Ventures

Asset Management

Inc. 2017EdinburghCH SC576272

socialinvestmentscotland.com

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£124.8KEstimate

Founded

8 years ago

Since Sep 2017

Edinburgh

Financial health

100

Financial Health

Strong

Location

3rd Floor, 27 George Street

Edinburgh, EH2 2PA

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CS Managers Ltd

Charlotte Square Investment Managers

Asset ManagementWealth Management

12 employeesInc. 2002EdinburghCH SC231678

csmanagers.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount54 / 100

What does CS Managers Ltd do?

Provides discretionary investment management and advisory services. Designs and manages customised investment portfolios for private individuals, trusts, charities and corporate clients, with options…

Who does CS Managers Ltd sell to?

Serves retail investors and investment professionals/advisers managing client assets, including private individuals, trusts, charities, partnerships and corporate entities.

Key contacts (3)

Hugh Alexander Rutherford

Director

Linda Neil Forsyth

Director

William Ferguson Forsyth

Director

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Company vitals

UK Headcount

UK Revenue

£2MEstimate

Founded

24 years ago

Since May 2002

Edinburgh

Financial health

Financial Health

Healthy

Healthy · 2% CAGR over 5y

Location

43 Charlotte Square

Edinburgh, EH2 4HQ

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Cambridge Investment UK PVT. Limited

Cambridge Investments

Wealth ManagementAsset Management

7 employeesInc. 2013EdinburghCH SC441376

cambridgeinvestments.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets100 / 100

Cash26 / 100

Headcount90 / 100

What does Cambridge Investment UK PVT. Limited do?

Provides discretionary portfolio management services for investors through financial advisers. Manages client assets in diversified, risk‑rated portfolios, combining funds to support objectives such…

Who does Cambridge Investment UK PVT. Limited sell to?

Serves UK retail investors seeking discretionary portfolio management for growth, income or ethical objectives, accessed only through financial advisers; also supports financial advisers managing…

Key contacts (1)

Indervir Singh Grewal

Director

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Company vitals

UK Headcount

UK Revenue

£286.2KEstimate

Founded

13 years ago

Since Jan 2013

Edinburgh

Financial health

Financial Health

Healthy

Healthy · Hiring · 9% CAGR over 4y

Hiring

Location

8 Cambridge Avenue

Edinburgh, EH6 5AP

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Baillie Gifford

Asset ManagementVenture Capital

3 employeesInc. 1989EdinburghCH SC122044

bailliegifford.com

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What does Baillie Gifford do?

Provides investment management services, managing equity and multi‑asset funds and portfolios for institutional and professional investors. Conducts research to identify long‑term growth companies…

Who does Baillie Gifford sell to?

Serves professional investors on a B2B basis, including institutional investors and other regulated investment buyers seeking long-term global growth strategies and funds.

Key contacts (6)

Kiyokazu Tanaka

Director

Katsumi Koga

Director

Kentaro Kikuchi

Director

Kazufumi Iwazawa

Director

Gavin Richard Gordon Scott

Director

Eri Matsubara McKenna

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£56.9KEstimate

Founded

36 years ago

Since Dec 1989

Edinburgh

Location

Calton Square, 1 Greenside Row

Edinburgh, EH1 3AN

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NCM MEZZANINE GENERAL PARTNER LIMITED

NCM Mezzanine General Partner

Asset Management

Inc. 2007EdinburghCH SC314899

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Financial sub-scores

Computed from 3 filings

Net assets40 / 100

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Company vitals

UK Headcount

UK Revenue

£4KEstimate

Founded

19 years ago

Since Jan 2007

Edinburgh

Financial health

Financial Health

Stable

Location

4th Floor, 7 Castle Street, Edinburgh, Castle Street

Edinburgh, EH2 3AH

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FIRSTFUND LIMITED

Firstfund

Asset Management

Inc. 2021EdinburghCH SC687663

firstport.org.uk

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Financial sub-scores

Computed from 4 filings

Net assets40 / 100

Key contacts (7)

Alan Douglas Donald

Director

Lois Frances Cameron

Director

Anna Colombatti

Director

William Gareth Magee

Director

Chukwuka Ododo

Director

Gael Campbell Drummond

Director

Melanie Anne Mills

Director

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Company vitals

UK Headcount

UK Revenue

£18KEstimate

Founded

5 years ago

Since Feb 2021

Edinburgh

Financial health

Financial Health

Stable

Location

7 Montgomery Street Lane

Edinburgh, EH7 5JT

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Amati Global Investors

Asset Management

2 employeesInc. 2018EdinburghCH SC615681

amatiglobal.com

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Financial sub-scores

Computed from 5 filings

Cash100 / 100

Headcount0 / 100

What does Amati Global Investors do?

Provides investment fund management services. Manages equity funds and portfolio services focused on small and mid‑capitalisation companies, including strategies investing in UK smaller companies,…

Who does Amati Global Investors sell to?

Serves private investors and professional investors, including advisers and wealth managers, seeking specialist UK and global smaller-company, innovation, strategic metals and AIM IHT fund exposure.

Key contacts (2)

David Walker Stevenson

Director

Paul Arthur Jourdan

Director

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Company vitals

UK Headcount

UK Revenue

£324.2KEstimate

Founded

7 years ago

Since Dec 2018

Edinburgh

Financial health

Financial Health

Stable

Location

8 Coates Crescent

Edinburgh, EH3 7AL

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PRUDENT WEALTH MANAGEMENT LIMITED

Prudent Wealth Management

Asset ManagementManagement Consulting

1 employeesInc. 2002LothiansCH SC234814

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Financial sub-scores

Computed from 3 filings

Net assets0 / 100

Key contacts (1)

Euan Michael Rae

Director

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Company vitals

UK Headcount

UK Revenue

£17.8KEstimate

Founded

23 years ago

Since Jul 2002

Lothians

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 1y

Financial distress

Location

64 Canaan Lane, Edinburgh

Lothians, EH10 4SG

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Asper

Asset ManagementPrivate Equity

1 employeesInc. 2022EdinburghCH SC738450

asper-im.com

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What does Asper do?

Manages investment funds focused on sustainable infrastructure and energy assets. Partners with developers and management teams to finance, build and operate renewable energy platforms and related…

Who does Asper sell to?

Serves institutional investors and major financial institutions seeking exposure to sustainable energy infrastructure, and partners with developers and management teams building clean power and…

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Company vitals

UK Headcount

UK Revenue

£91.2KEstimate

Founded

4 years ago

Since Jul 2022

Edinburgh

Location

C/O Turcan Connell Princes Exchange, 1 Earl Grey Street

Edinburgh, EH3 9EE

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GRANT WRITING CONSULTANCY LTD

Grant Writing Consultancy

Asset ManagementManagement Consulting

1 employeesInc. 2018EdinburghCH SC597999

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Key contacts (1)

Kelvin John

Director

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Company vitals

UK Headcount

UK Revenue

£36.8K

Founded

8 years ago

Since May 2018

Edinburgh

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

24 Canning Street

Edinburgh, EH3 8EG

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Pantheon

Asset ManagementPrivate EquityWealth Management

2 employeesInc. 2007EdinburghCH SC326146

pantheon.com

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What does Pantheon do?

Manages private markets investment funds and strategies focused on private equity, infrastructure, real assets, and private credit. Provides portfolio management and investment solutions for…

Who does Pantheon sell to?

Serves institutional investors, wealth managers, financial advisers and qualified private investors seeking access to private markets across private equity, real assets, infrastructure and private…

Key contacts (1)

Dean Maines

Director

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Company vitals

UK Headcount

UK Revenue

£30.6KEstimate

Founded

19 years ago

Since Jun 2007

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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ELLINGTON TRADING LLP

Ellington

Asset Management

Inc. 2009EdinburghCH SO302421

ellington.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash0 / 100

What does ELLINGTON TRADING LLP do?

Manages hedge funds and investment accounts focused on credit, mortgage and fixed‑income markets. Uses data‑driven strategies to invest in structured credit and mortgage securities, and provides…

Who does ELLINGTON TRADING LLP sell to?

Serves institutional investors seeking credit, mortgage and fixed income investment exposure, including insurers and other professional capital allocators.

Key contacts (1)

Martin Janse van Rensburg

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£382.3KEstimate

Founded

17 years ago

Since Jul 2009

Edinburgh

Financial health

Financial Health

Distressed

Financial distress

Location

9a Tinto Place

Edinburgh, EH6 5GD

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EDINBURGH ADVISERS LIMITED

Executive Wealth Services

Wealth ManagementAsset ManagementInsurance

2 employeesInc. 2019EdinburghCH SC625841

ewsfinancialadvisers.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Headcount40 / 100

What does EDINBURGH ADVISERS LIMITED do?

Provides independent financial advice and planning services including pension planning, investment advice, estate planning, retirement planning, life insurance guidance and portfolio planning for…

Who does EDINBURGH ADVISERS LIMITED sell to?

Serves individuals, families and companies in Edinburgh seeking independent financial advice, including retirement planners, investors, business owners and clients needing estate or protection…

Key contacts (2)

Gillian Dawn Butchart

Director

Robert David Cormie

Director

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Company vitals

UK Headcount

UK Revenue

£51.9KEstimate

Founded

7 years ago

Since Mar 2019

Edinburgh

Financial health

Financial Health

Distressed

Distressed · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

7a Kinellan Road

Edinburgh, EH12 6ES

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SVM Asset Management

Asset Management

3 employeesInc. 1990EdinburghCH SC125817

svmonline.co.uk

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What does SVM Asset Management do?

Provides asset and fund management services. Acts as authorised corporate director of RGI Funds ICVC and as investment manager and alternative investment fund manager for India Capital Growth Fund…

Who does SVM Asset Management sell to?

Serves investors and shareholders in FCA-regulated collective investment funds and listed investment vehicles.

Key contacts (4)

Graham Hugh Campbell

Director

Peter Archibald McKellar

Director

Susan Dorward

Director

Jonathan Arden Hewitt

Director

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Company vitals

UK Headcount

UK Revenue

£56.9KEstimate

Founded

36 years ago

Since Jun 1990

Edinburgh

Location

19 Charlotte Square

Edinburgh, EH2 4DF

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Pantheon

Asset ManagementPrivate EquityWealth Management

3 employeesInc. 2014EdinburghCH SO305114

pantheon.com

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What does Pantheon do?

Manages private markets investment funds and strategies focusing on private equity, infrastructure, real assets and private credit. Provides fund management and investment solutions for institutional…

Who does Pantheon sell to?

Serves institutional investors, wealth managers and private wealth investors allocating capital to private markets, including private equity, real assets, infrastructure and private credit.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£22.8KEstimate

Founded

11 years ago

Since Dec 2014

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Delfino Ltd

Delfino

Wealth ManagementAsset Management

6 employeesInc. 2023EdinburghCH SC773069

raymondjames.ca/thedelfinogroup

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Financial sub-scores

Computed from 2 filings

Net assets0 / 100

Cash100 / 100

Headcount40 / 100

What does Delfino Ltd do?

Provides financial advisory and wealth management services, including investment portfolio management, retirement planning, and financial planning. Offers personalised strategies and behavioural…

Who does Delfino Ltd sell to?

Serves individual investors, couples and families, especially professionals approaching or in retirement without employer pensions, seeking support with retirement income, education funding and…

Key contacts (1)

Riccardo Pia

Director

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£168.1KEstimate

Founded

3 years ago

Since Jun 2023

Edinburgh

Financial health

Financial Health

Weak

Weak · 0% CAGR over 1y

Financial distressTechnical insolvency

Location

38 North Junction Street

Edinburgh, EH6 6HP

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Dalmore Capital

Asset ManagementPrivate EquityVenture Capital

6 employeesInc. 2010EdinburghCH SC371320

dalmorecapital.com

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What does Dalmore Capital do?

Manages investment funds focused on infrastructure assets, particularly public‑private partnership (PPP/PFI) projects. Raises capital from institutional investors and acquires and manages equity…

Who does Dalmore Capital sell to?

Targets UK-domiciled professional and institutional investors eligible under financial promotion exemptions, including entities with experience in unregulated investment schemes.

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Company vitals

UK Headcount

UK Revenue

£36.6KEstimate

Founded

16 years ago

Since Jan 2010

Edinburgh

Location

C/O Resolis Limited, Exchange Tower, 11th Floor, 19 Canning Street

Edinburgh, EH3 8EG

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HORIZON (GP) LIMITED

Horizon Infrastructure

Asset ManagementReal Estate & Property

0 employeesInc. 2014EdinburghCH SC493523

horizon-infra.com

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Financial sub-scores

Computed from 5 filings

Net assets65 / 100

Cash17 / 100

Headcount0 / 100

What does HORIZON (GP) LIMITED do?

Acts as an FCA‑regulated general partner to infrastructure investment partnerships focused on UK housing assets. Originates and structures real estate investments, manages partnership assets, and…

Who does HORIZON (GP) LIMITED sell to?

Serves wholesale institutional investors seeking UK housing exposure, alongside local authorities, housing associations, and property developers or owners needing capital for residential, commercial…

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Company vitals

UK Headcount

UK Revenue

£865.3KEstimate

Founded

11 years ago

Since Dec 2014

Edinburgh

Financial health

Financial Health

Weak

Weak · -65% CAGR over 4y

Location

5 South Charlotte Street

Edinburgh, EH2 4AN

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Asper

Asset ManagementPrivate Equity

2 employeesInc. 2021EdinburghCH SC711828

asper-im.com

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What does Asper do?

Manages investment funds focused on sustainable energy and infrastructure assets. Partners with developers and management teams to finance, build and operate renewable power plants and related energy…

Who does Asper sell to?

Serves institutional investors and major financial institutions seeking sustainable real asset and clean power infrastructure exposure, alongside energy developers and management teams partnering on…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£69.9KEstimate

Founded

4 years ago

Since Oct 2021

Edinburgh

Location

C/O Turcan Connell Princes Exchange, 1 Earl Grey Street

Edinburgh, EH3 9EE

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UMRIGAR INVESTMENTS LIMITED

Umrigar Investments

Asset Management

0 employeesInc. 1991EdinburghCH SC131040

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Financial sub-scores

Computed from 5 filings

Net assets47 / 100

Cash28 / 100

Headcount0 / 100

Key contacts (1)

Peter Archibald McKellar

Director

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Company vitals

UK Headcount

UK Revenue

£111.5KEstimate

Founded

35 years ago

Since Apr 1991

Edinburgh

Financial health

Financial Health

Weak

Weak · -68% CAGR over 4y

Location

37 Drumsheugh Gardens

Edinburgh, EH3 7RN

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ADJEM LTD

Adjem

Asset Management

Inc. 2018Edinburgh, LothianCH SC590766

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Financial sub-scores

Computed from 5 filings

Net assets60 / 100

Cash100 / 100

Key contacts (1)

Jemma Menzies Findlay

Director

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Company vitals

UK Headcount

UK Revenue

£49.1KEstimate

Founded

8 years ago

Since Mar 2018

Edinburgh, Lothian

Financial health

Financial Health

Healthy

Location

60 Constitution Street, Leith

Edinburgh, Lothian, EH6 6RR

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GENERAL PARTNER UMI SCOTLAND LIMITED

General Partner UMI Scotland

Asset Management

Inc. 2018EdinburghCH SC606306

be-group.co.uk

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Financial sub-scores

Computed from 3 filings

Cash100 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£18.2KEstimate

Founded

7 years ago

Since Aug 2018

Edinburgh

Financial health

100

Financial Health

Strong

Location

Capital Square C/O Brodies Llp, 58 Morrison Street

Edinburgh, EH3 8BP

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IXC I (SCOTLAND) LTD

IXC I (scotland)

Asset Management

Inc. 2019EdinburghCH SC625912

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Financial sub-scores

Computed from 5 filings

Net assets40 / 100

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Company vitals

UK Headcount

UK Revenue

£4.5KEstimate

Founded

7 years ago

Since Mar 2019

Edinburgh

Financial health

Financial Health

Stable

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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KINLOCHTEACUIS HYDRO LIMITED

Kinlochteacuis Hydro

Private EquityAsset ManagementFintech

Inc. 2013EdinburghCH SC457782

triplepoint.co.uk

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

Cash72 / 100

What does KINLOCHTEACUIS HYDRO LIMITED do?

Provides investment management services, including private credit lending, venture capital and estate planning investment products. Supports financial advisers, institutional and individual…

Who does KINLOCHTEACUIS HYDRO LIMITED sell to?

Serves financial advisers, wealth managers, institutional investors, family offices, UK businesses and founders seeking funding, and individual investors managing their own investments.

Key contacts (2)

William Maurice Orr

Director

Peter Greer Lawson

Director

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Company vitals

UK Headcount

UK Revenue

£153.9KEstimate

Founded

12 years ago

Since Aug 2013

Edinburgh

Financial health

Financial Health

Weak

Financial distressTechnical insolvency

Location

Q Court, 3 Quality Street

Edinburgh, EH4 5BP

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Dunedin

Asset Management

3 employeesInc. 2006EdinburghCH SC296515

dunedin.com

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What does Dunedin do?

Manages private equity funds that invest in mid‑market businesses. Sources and executes investments, manages portfolio companies, and oversees financial performance and exits on behalf of…

Key contacts (1)

Mark Ligertwood

Director

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Company vitals

UK Headcount

UK Revenue

£68.3KEstimate

Founded

20 years ago

Since Feb 2006

Edinburgh

Location

2nd Floor Easter Dalry House, 3 Distillery Lane

Edinburgh, EH11 2BD

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GP 2016

Private EquityAsset Management

2 employeesInc. 2016EdinburghCH SC534717

3i.com

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What does GP 2016 do?

Provides private equity and infrastructure investment management. Invests in and manages stakes in mid‑market companies through funds and direct investments, supporting portfolio businesses across…

Who does GP 2016 sell to?

Serves B2B markets: mid-market companies headquartered in Europe and North America, particularly in consumer, healthcare, industrial, services and software sectors, plus investors in private equity…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£69.6KEstimate

Founded

10 years ago

Since May 2016

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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HORIZON SCOTLAND (GP) LIMITED

Horizon Infrastructure Partnership

Asset ManagementReal Estate & Property

Inc. 2018EdinburghCH SC593662

horizon-infra.com

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Financial sub-scores

Computed from 5 filings

Net assets0 / 100

What does HORIZON SCOTLAND (GP) LIMITED do?

Provides institutional investment and lending focused on housing and real estate. Originates and structures property investments, manages assets, and offers bridging and development finance to…

Who does HORIZON SCOTLAND (GP) LIMITED sell to?

Serves institutional investors seeking UK housing exposure, plus local authorities, housing associations and property developers needing capital, bridging or development finance for property projects.

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Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

8 years ago

Since Apr 2018

Edinburgh

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

101 Rose Street South Lane

Edinburgh, EH2 3JG

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Souter Investments

Private EquityAsset ManagementVenture Capital

2 employeesInc. 2012Edinburgh, MidlothianCH SC435221

souterinvestments.com

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Financial sub-scores

Computed from 2 filings

Headcount11 / 100

What does Souter Investments do?

Provides private equity investment in unquoted companies, managing family office capital and partnering with founders and management teams. Invests across multiple sectors and manages a portfolio of…

Who does Souter Investments sell to?

Targets founders, management teams and co-investors in unquoted companies seeking private equity backing, across sectors represented in its investment portfolio.

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Company vitals

UK Headcount

UK Revenue

£138.4KEstimate

Founded

13 years ago

Since Oct 2012

Edinburgh, Midlothian

Financial health

Financial Health

Distressed

Distressed · -42% CAGR over 1y

Financial distress

Location

Fourth Floor, 68-70 George Street

Edinburgh, Midlothian, EH2 2LR

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Calton

Wealth ManagementAsset Management

14 employeesInc. 2020EdinburghCH SC672495

caltonwm.com

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Financial sub-scores

Computed from 4 filings

Cash100 / 100

Headcount100 / 100

What does Calton do?

Provides financial planning and investment management services for individuals, families and businesses, including portfolio management, retirement and wealth planning, and financial advice delivered…

Who does Calton sell to?

Serves private clients, families and business owners seeking financial planning and investment management support for wealth, future protection and financial decision-making.

Key contacts (1)

Gary Scott Dale

Director

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Company vitals

UK Headcount

UK Revenue

£139.4KEstimate

Founded

5 years ago

Since Aug 2020

Edinburgh

Financial health

100

Financial Health

Strong

Strong · Hiring · 91% CAGR over 3y

Hiring

Location

8 Rutland Square

Edinburgh, EH1 2AS

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AUCHMITHIE PROPERTIES LTD

336 Financial Management

Wealth ManagementAsset Management

Inc. 2024EdinburghCH SC812706

336fm.co.uk

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What does AUCHMITHIE PROPERTIES LTD do?

Provides financial planning and wealth management advisory services to individuals, including investment advice, tax planning, retirement planning and portfolio management, with ongoing reviews and…

Who does AUCHMITHIE PROPERTIES LTD sell to?

Serves private individuals and families, including retirees, professionals, business owners and clients with pension, investment, inheritance or tax-planning needs, primarily seeking ongoing…

Key contacts (3)

Emma Ethel Bennett de Vos

Director

Michael James Gerrit de Vos

Director

Gillean Margaret Chalmers Niven

Director

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Company vitals

UK Headcount

UK Revenue

£6.7KEstimate

Founded

2 years ago

Since Jun 2024

Edinburgh

Financial health

—

Financial Health

N/A

Location

30 Bonaly Avenue

Edinburgh, EH13 0ET

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West Park Investment Partnership

Wealth ManagementAsset Management

6 employeesInc. 2002EdinburghCH SO300164

wpip.co.uk

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What does West Park Investment Partnership do?

Provides independent financial planning and investment advice, including asset management, retirement planning, tax planning, and financial protection. Serves individuals, families, trustees, and…

Who does West Park Investment Partnership sell to?

Serves individuals, families, trustees and business owners in the UK seeking independent personal financial advice and long-term wealth planning support.

Key contacts (4)

Janine Christine Redford

Llp Member

Patricia Jill Johnston

Llp Member

Murray Nunn Yeoman

Llp Designated Member

John Brian McAllister

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£18.9KEstimate

Founded

23 years ago

Since Dec 2002

Edinburgh

Financial health

—

Financial Health

N/A

Location

Waterside Studios, 64 Coltbridge Avenue

Edinburgh, EH12 6AH

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Rutherford Asset Management Limited

Rutherford Asset Management

Wealth ManagementAsset Management

3 employeesInc. 2010EdinburghCH SC388537

rutherfordassetmanagement.co.uk

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Financial sub-scores

Computed from 4 filings

Net assets100 / 100

Headcount40 / 100

What does Rutherford Asset Management Limited do?

Provides independent financial advice to individuals, families and businesses, covering pension and retirement planning, investment management, tax planning, family and business protection, employee…

Who does Rutherford Asset Management Limited sell to?

Serves UK-based individuals, families and businesses, including private clients planning retirement or wealth transfer and corporate clients such as employers and directors.

Key contacts (1)

Angus Rutherford

Director

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Company vitals

UK Headcount

UK Revenue

£80.1KEstimate

Founded

15 years ago

Since Nov 2010

Edinburgh

Financial health

Financial Health

Healthy

Healthy · 0% CAGR over 3y

Location

5 Western Corner, Murrayfield

Edinburgh, EH12 5PY

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IIF SLP GP

Private EquityAsset Management

2 employeesInc. 2007EdinburghCH SC330301

3i.com

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What does IIF SLP GP do?

Provides investment management focused on private equity and infrastructure. Invests in mid‑market companies, primarily in Europe and North America, and manages investment portfolios and funds across…

Who does IIF SLP GP sell to?

Serves institutional and public market investors seeking private equity and infrastructure exposure, and targets mid-market companies in Europe and North America across consumer, healthcare,…

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Company vitals

UK Headcount

UK Revenue

£69.6KEstimate

Founded

18 years ago

Since Sep 2007

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Souter Investments

Private EquityAsset ManagementVenture Capital

5 employeesInc. 2007Edinburgh, MidlothianCH SO301325

souterinvestments.com

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What does Souter Investments do?

Family investment office making private equity investments in unquoted companies. Provides capital and strategic support to founders and management teams, and manages a portfolio of investments…

Who does Souter Investments sell to?

Targets founders and management teams of unquoted companies, alongside private equity co-investors and investor stakeholders, across sectors including healthcare, infrastructure, education technology…

Key contacts (1)

Elizabeth Mcmahon Souter

Llp Designated Member

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Company vitals

UK Headcount

UK Revenue

£18.4KEstimate

Founded

19 years ago

Since Apr 2007

Edinburgh, Midlothian

Location

Fourth Floor, 68-70 George Street

Edinburgh, Midlothian, EH2 2LR

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West Lothian Education

Private EquityAsset Management

4 employeesInc. 2001EdinburghCH SC218928

3i.com

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Financial sub-scores

Computed from 2 filings

Net assets0 / 100

What does West Lothian Education do?

Operates as an investment firm focusing on private equity and infrastructure. Invests in and manages stakes in mid‑market companies, primarily in Europe and North America, across sectors including…

Who does West Lothian Education sell to?

Serves mid-market businesses in Europe and North America seeking private equity, particularly consumer, healthcare, industrial services and software firms, plus institutional investors interested in…

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Company vitals

UK Headcount

UK Revenue

£182.4KEstimate

Founded

25 years ago

Since May 2001

Edinburgh

Financial health

Financial Health

Distressed

Financial distressTechnical insolvency

Location

C/O Infrastructure Managers Limited 2nd Floor Drum Suite, Saltire Court, 20 Castle Terrace

Edinburgh, EH1 2EN

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F&C Investment Trust

Asset ManagementWealth ManagementVenture Capital

3 employeesInc. 2002EdinburghCH SC233297

fandc.com

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What does F&C Investment Trust do?

Provides investment management and administration for the F&C Investment Trust and related funds, investing in a diversified portfolio of global equities and private equity funds to generate…

Who does F&C Investment Trust sell to?

Targets UK retail investors, first-time investors, existing portfolio holders and shareholders using investment platforms or share dealing services.

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Company vitals

UK Headcount

UK Revenue

£78.3KEstimate

Founded

24 years ago

Since Jun 2002

Edinburgh

Location

6th Floor, Quartermile 4, 7a Nightingale Way

Edinburgh, EH3 9EG

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Ramsay Asset Management Limited

Ramsay Asset Management

Asset ManagementWealth Management

7 employeesInc. 2006EdinburghCH SC297165

ramsayassetmanagement.com

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Financial sub-scores

Computed from 3 filings

Net assets81 / 100

Cash100 / 100

Headcount65 / 100

What does Ramsay Asset Management Limited do?

Provides independent financial advice and investment management services, offering clients access to an online investment platform and portfolio management and financial planning support for…

Who does Ramsay Asset Management Limited sell to?

Serves clients seeking independent financial advice and access to an investment platform.

Key contacts (1)

Malcolm Craig Coghill Ramsay

Director

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Company vitals

UK Headcount

UK Revenue

£2.9MEstimate

Founded

20 years ago

Since Feb 2006

Edinburgh

Financial health

Financial Health

Strong

Strong · Growing, Hiring · 8% CAGR over 2y

GrowingHiring

Location

81 East London Street

Edinburgh, EH7 4BQ

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Dunedin

Asset Management

2 employeesInc. 2011EdinburghCH SC412600

dunedin.com

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What does Dunedin do?

Provides private equity investment and fund management services, backing mid‑market businesses. Invests in companies through buyouts and growth capital, and works with management teams to develop and…

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Company vitals

UK Headcount

UK Revenue

£21KEstimate

Founded

14 years ago

Since Dec 2011

Edinburgh

Location

2nd Floor Easter Dalry House, 3 Distillery Lane

Edinburgh, EH11 2BD

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THE ASTARÈ GROUP LTD

The Astarè

Asset Management

1 employeesInc. 2023EdinburghCH SC762802

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Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Headcount40 / 100

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Company vitals

UK Headcount

UK Revenue

£0Estimate

Founded

3 years ago

Since Mar 2023

Edinburgh

Financial health

Financial Health

Stable

Stable · 0% CAGR over 1y

Location

16/6 Hillcoat Loan

Edinburgh, EH15 1UA

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Souter Investments

Private EquityAsset Management

5 employeesInc. 2016EdinburghCH SC527266

souterinvestments.com

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What does Souter Investments do?

Manages a family investment office making private equity investments in unquoted companies. Provides capital to businesses and partners with founders and management teams to support growth while…

Who does Souter Investments sell to?

Serves founders, management teams and co-investors in unquoted companies seeking private equity backing, across sectors including healthcare, infrastructure, education technology and industrial…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£332.8KEstimate

Founded

10 years ago

Since Feb 2016

Edinburgh

Location

Level 3, 6, St Andrew Square

Edinburgh, EH2 2BD

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Tarn Capital Ltd

Tarn Capital

Asset Management

Inc. 2022EdinburghCH SC736001

pacifictarncapital.com

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Financial sub-scores

Computed from 2 filings

Net assets40 / 100

Key contacts (1)

Nicola Mary Steedman

Director

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Company vitals

UK Headcount

UK Revenue

£5KEstimate

Founded

4 years ago

Since Jun 2022

Edinburgh

Financial health

Financial Health

Stable

Location

3 Queen Street

Edinburgh, EH2 1JE

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Infracapital

Asset ManagementPrivate Equity

3 employeesInc. 2017EdinburghCH SO305944

infracapital.co.uk

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What does Infracapital do?

Manages infrastructure investment funds and assets, focusing on acquiring, developing and operating core infrastructure businesses. Uses greenfield and brownfield strategies and actively manages…

Who does Infracapital sell to?

Serves institutional investors seeking exposure to European infrastructure assets, including clients focused on long-term sustainable investment strategies across greenfield and brownfield…

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£63.3KEstimate

Founded

9 years ago

Since Jan 2017

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Infracapital

Asset ManagementPrivate Equity

2 employeesInc. 2015EdinburghCH SC516021

infracapital.co.uk

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What does Infracapital do?

Manages infrastructure investment funds, acquiring, developing and operating infrastructure assets across sectors through buy-and-build, greenfield and brownfield strategies, and actively managing…

Who does Infracapital sell to?

Serves institutional investors seeking exposure to European infrastructure assets, including professional capital allocators such as pension funds, insurers and similar investment clients.

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£88.1KEstimate

Founded

10 years ago

Since Sep 2015

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Infracapital

Asset ManagementPrivate Equity

2 employeesInc. 2016EdinburghCH SC553164

infracapital.co.uk

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What does Infracapital do?

Manages and invests in infrastructure assets through private investment funds, focusing on acquiring, developing and operating core infrastructure businesses. Actively manages portfolio companies and…

Who does Infracapital sell to?

Serves institutional investors seeking exposure to European infrastructure assets, including clients allocating capital to long-term greenfield and brownfield infrastructure investment strategies.

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Company vitals

UK Headcount

UK Revenue

£86.1KEstimate

Founded

9 years ago

Since Dec 2016

Edinburgh

Location

50 Lothian Road, Festival Square

Edinburgh, EH3 9WJ

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Cobalt Project Investments (hull BSF)

Asset ManagementPrivate EquityVenture Capital

5 employeesInc. 2011EdinburghCH SC392901

dalmorecapital.com

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What does Cobalt Project Investments (hull BSF) do?

Holds and manages equity investments in public‑private partnership infrastructure projects, associated with school building and facilities development under the UK Building Schools for the Future…

Who does Cobalt Project Investments (hull BSF) sell to?

Targets UK-domiciled professional investors and exempt entities, particularly institutions with experience in unregulated investment schemes and infrastructure funds.

Key contacts (1)

John James Edward King

Director

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Company vitals

UK Headcount

UK Revenue

£27.7KEstimate

Founded

15 years ago

Since Feb 2011

Edinburgh

Location

C/O Resolis Limited, Exchange Tower, 11th Floor, 19 Canning Street

Edinburgh, EH3 8EG

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AV I (Scotland) Ltd

AV I (scotland)

Asset Management

2 employeesInc. 2019EdinburghCH SC631970

astute-av.com

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Financial sub-scores

Computed from 3 filings

Headcount40 / 100

Full details & directors in the file

Company vitals

UK Headcount

UK Revenue

£44.3KEstimate

Founded

7 years ago

Since May 2019

Edinburgh

Financial health

Financial Health

Stable

Stable · 0% CAGR over 2y

Location

5 South Charlotte Street

Edinburgh, EH2 4AN

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HAMISH AND LINSEY INVESTMENT LIMITED

Hamish and Linsey Investment

Asset Management

Inc. 2022Edinburgh, MidlothianCH SC736435

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Key contacts (1)

Hamish Raeburn

Director

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Company vitals

UK Headcount

UK Revenue

£63.6KEstimate

Founded

4 years ago

Since Jun 2022

Edinburgh, Midlothian

Financial health

—

Financial Health

N/A

Location

10 Raeburn Street

Edinburgh, Midlothian, EH4 1HY

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How Edinburgh Asset Management companies work and how to sell to them

What they do

Edinburgh asset managers usually earn recurring fees from discretionary portfolios, funds, model portfolios and advisory mandates, with pricing tied to assets under management, mandate complexity or a negotiated retainer. Some may add implementation charges, dealing-related administration fees or performance-linked terms, but the core proposition is ongoing stewardship rather than one-off project work. The product is part investment judgement, part operating service: portfolio construction, asset allocation, risk monitoring, valuations, reporting and review meetings sit together. Smaller boutiques often keep investment decisions close to partners and senior managers, then use external providers for custody, fund administration, compliance support and parts of client reporting.

Who they sell to

Typical buyers are institutional investors, trustees, charities, private-client advisers and corporate finance teams with responsibility for capital that needs a governed investment process. Decisions tend to sit with investment committees, boards or senior finance stakeholders rather than a conventional procurement desk. Most mandates are won through direct relationships, adviser referrals, consultant introductions, beauty parades or formal tender processes where track record, continuity, operational controls and fees are tested together. Sales cycles are usually measured in committee rounds rather than quick sign-off, because suitability, risk appetite, reporting expectations and provider oversight all need to be agreed before assets move.

What they buy

Most Edinburgh asset management firms tend to spend on portfolio administration, performance measurement, risk monitoring, investment compliance, client reporting and secure document exchange before they buy broader corporate systems. Lean teams also need CRM, billing, accounting, payroll, HR, cyber security, cloud hosting, telephony, archiving and workflow tools, but buying appetite depends on whether the firm runs operations internally or through outsourced providers. Services budgets often go towards legal advice, audit, tax, outsourced compliance, marketing, investment writing, recruitment and operational due diligence. Sellers should expect careful scrutiny of data handling, audit trails, permissions, implementation burden and how a tool fits with existing custodians and administrators.

Why and how to sell to them

Asset management buyers tend to evaluate vendors when manual reporting starts to strain client service, when a new mandate requires different oversight, when senior staff changes expose key-person risk, or when an outsourced provider relationship is being reviewed. Other triggers include a fund launch, a move into advisory or discretionary work, a change in client mix, or preparation for a tender where operational evidence matters. Outbound works better when it speaks to governance and client confidence rather than generic efficiency: fewer reconciliation breaks, clearer suitability evidence, faster committee packs, cleaner fee calculations, better supplier oversight and less reliance on spreadsheets during reporting cycles.

How this list is built

Methodology

Data sources

This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.

Classification

Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.

Freshness

The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.

Also in Edinburgh

Private Equity Companies in Edinburgh Financial Advisory Companies in Edinburgh Corporate Banking Companies in Edinburgh Insurance Companies in Edinburgh Wealth Management Companies in Edinburgh Retail Banking Companies in Edinburgh See all industries in Edinburgh

Related directories

Asset Management Companies in Glasgow Asset Management Companies in Aberdeen Wealth Management Companies in Edinburgh Asset Management Companies in London Asset Management Companies in Cardiff Asset Mgmt Companies in Bournemouth Asset Management Companies in Brighton Asset Management Companies in Reading

Frequently asked questions

How many asset management companies are there in Edinburgh?

Around 158 actively-trading asset management companies are registered in Edinburgh. Of those, 1 report turnover above £5M in their most recent filed accounts. This Edinburgh list covers companies across the wider Edinburgh travel-to-work area, including surrounding towns — not just the Edinburgh local-authority boundary.

What counts as a asset management company in this list?

A company is included when its public website and filed activity descriptions indicate it sells asset management products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.

Which are the largest asset management companies in Edinburgh?

The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable asset management companies in Edinburgh appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 1 of the 158 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.

What do asset management companies in Edinburgh actually do?

How does Edinburgh asset management compare internationally?

Cross-border comparisons of asset management populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.

How is this list built and how fresh is the data?

The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.

How big are the typical asset management companies in Edinburgh?

Company sizes in this list vary widely, from small specialists to large established asset management firms; most report headcount and turnover through their Companies House filings.

Are these mostly new or established asset management companies?

26 of the 158 actively-trading asset management companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Edinburgh list mixes recent entrants with longer-established firms.

What SIC codes does this use?

Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.

What buying signals should I look for?

The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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