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Facts and Insights
Walter Scott & Partners Limited is a leading financial advisory firm that specializes in providing expert financial advice to clients. Established in 1983, the firm has over 35 years of experience in the financial industry and has become a trusted name in the field.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2018 | $10 billion | 50 |
| 2019 | $12.5 billion | 55 |
| 2020 | $15 billion | 60 |
Financial Services Offered:
Walter Scott & Partners Limited offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, wealth management, estate planning, and tax planning.
Client Types:
The firm caters to a diverse range of clients including individuals, families, small businesses, and corporations. They understand that each client has unique financial goals and they tailor their services to meet the specific needs of each client.
Fees & Compensation:
Walter Scott & Partners Limited operates on a fee-only basis, which means that they do not earn commission or receive any other form of compensation for recommending certain financial products to their clients. This ensures that their advice is unbiased and in the best interest of their clients.
Background:
The firm was founded by Walter Scott with a vision to provide top-notch financial advice to clients and help them achieve their financial goals. With a team of highly experienced and knowledgeable advisors, the firm has built a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know:
As a financial expert, Walter Scott & Partners Limited is committed to transparency and ensures that their clients are fully informed about the potential risks associated with their investment strategies. The firm provides full disclosure of any potential conflicts of interest and their advisors adhere to the highest ethical standards in their dealings with clients.