# SCOTTISH WIDOWS INVESTMENT PARTNERSHIP LTD

SCOTTISH WIDOWS INVESTMENT PARTNERSHIP LTD of EDINBURGH is an SEC-registered investment adviser.

## Registration

- CRD: 111259
- Type: SEC-registered investment adviser
- SEC file number: 801-46564
- Location: EDINBURGH ONE MORRISON STREET, EDINBURGH, EH3 8BE
- Phone: 001-44-131 655 8500
- Latest filing: 2014-05-13
- Regulatory AUM: $242.0B
- Discretionary AUM: $236.2B
- Non-discretionary AUM: $5.8B
- Clients: 482
- Accounts: 748

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| [GILBERT MARK JAMES](https://search.stillhousedata.com/person/730792) | DIRECTOR AND CHIEF EXECUTIVE | — |
| [WOOD ROBERT GRAHAM](https://search.stillhousedata.com/person/742871) | CHIEF INVESTMENT OFFICER - EQUITIES; CHIEF INVESTMENT OFFICER - RETAIL | — |
| [NOVEMBER ANDREW JOHN](https://search.stillhousedata.com/person/754684) | CHIEF INVESTMENT OFFICER - BONDS AND PROPERTY; CHIEF INVESTMENT OFFICER - INSTITUTIONAL; DIRECTOR - INVESTMENT SOLUTIONS (+2 more) | — |
| [FREPP ANDREW CHARLES](https://search.stillhousedata.com/person/754685) | HEAD OF SWIP MARKETING | — |
| [PHILLIPS CHRISTOPHER MARTIN](https://search.stillhousedata.com/person/754686) | CHIEF EXECUTIVE | — |
| [KANE ARCHIBALD GERARD](https://search.stillhousedata.com/person/754687) | CHAIRMAN | — |
| [SANDERSON DAVID WALLACE](https://search.stillhousedata.com/person/754688) | CHIEF COMPLIANCE OFFICER; HEAD OF COMPLIANCE | — |
| [BRETT JOHN MICHAEL](https://search.stillhousedata.com/person/754689) | COMPANY SECRETARY; DIRECTOR | — |
| [SARWAL ARUN KUMAR](https://search.stillhousedata.com/person/754690) | CHIEF OPERATING OFFICER | — |
| [PARK STEVEN CRAIG](https://search.stillhousedata.com/person/755057) | RISK MANAGEMENT & COMPLIANCE DIRECTOR | — |
| [ROSS LOREN DAVID](https://search.stillhousedata.com/person/760429) | CHAIRMAN | — |
| [PORTE ALEXANDER ROBERTON](https://search.stillhousedata.com/person/760967) | CHIEF FINANCE OFFICER | — |
| [REID GORDON ALEXANDER](https://search.stillhousedata.com/person/763960) | CHIEF OPERATIONS OFFICER | — |
| [MACRAE RODERICK MCLEOD](https://search.stillhousedata.com/person/767531) | DIRECTOR | — |
| [MARSHALL GARY ROBERT](https://search.stillhousedata.com/person/767533) | DIRECTOR | — |
| [RICHARDS ANNE HELEN](https://search.stillhousedata.com/person/767534) | DIRECTOR | — |
| [OWENS EDWARD PAUL](https://search.stillhousedata.com/person/779169) | ACTING CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| [WOMBWELL SIMON PAUL](https://search.stillhousedata.com/person/791286) | HEAD OF DISTRIBUTION | — |
| [BUCKLEY DEAN ROBERT](https://search.stillhousedata.com/person/791287) | CHIEF EXECUTIVE | — |
| [DAWSON JOANNE](https://search.stillhousedata.com/person/792086) | CHAIRMAN | — |
| [URQUHART RAMSAY ALEXANDER](https://search.stillhousedata.com/person/793507) | DIRECTOR OF FINANCE | — |
| [MAIN WILLIAM HILL](https://search.stillhousedata.com/person/801957) | CHIEF EXECUTIVE | — |
| [NAIRN ALEXANDER](https://search.stillhousedata.com/person/801958) | CHIEF INVESTMENT OFFICER | — |
| [MAGUIRE FIACH](https://search.stillhousedata.com/person/801959) | HEAD OF GLOBAL MARKETING | — |
| [BROWN ROGER](https://search.stillhousedata.com/person/801960) | HEAD OF ASSET GATHERING | — |


## Private funds (9)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LLOYDS INVESTMENT FUNDS LIMITED HIGH INCOME FUND | Other Private Fund | — | 4,659 | $540.0M | $8K |
| LLOYDSTRUST GILT FUND LIMITED | Other Private Fund | — | 6,253 | $218.0M | $8K |
| LLOYDS GILT FUND LIMITED | Other Private Fund | — | 3,914 | $113.0M | $8K |
| LLOYDS INVESTMENT FUNDS LIMITED INTERNATIONAL FUND | Other Private Fund | — | 1,242 | $44.0M | $16K |
| LLOYDS INVESTMENT FUNDS LIMITED STERLING BOND FUND | Other Private Fund | — | 629 | $38.0M | $8K |
| LLOYDS INVESTMENT FUNDS LIMITED UK FUND | Other Private Fund | — | 904 | $36.0M | $2K |
| LLOYDS INVESTMENT FUNDS LIMITED EUROPEAN FUND | Other Private Fund | — | 887 | $28.0M | $2K |
| LLOYDS INVESTMENT FUNDS LIMITED EURO HIGH INCOME FUND | Other Private Fund | — | 362 | $18.0M | $8K |
| LLOYDS INVESTMENT FUNDS LIMITED NORTH AMERICAN FUND | Other Private Fund | — | 568 | $15.0M | $2K |


## Fund service providers (1)

- administrator: LLOYDS INVESTMENT FUND MANAGERS LIMITED — 9 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111259/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111259/similar
- Related entities: https://search.stillhousedata.com/firm/111259/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111259

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.