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Appendix C: AUM
breakdown
As at 31 December 2025, our assets under management and advice totalled £203bn. Further details split by client type, asset class and investment region are below:
AUM by client type
AUM by asset class
Client type %
● 1 Institutional 77.6
● 2 Retail 22.4
| Client asset class | % |
|---|
| ● 1 Equity | 96.2 |
|---|
| ● 2 Balanced and multi asset | 2.9 |
|---|
| ● 3 Fixed Income | 0.9 |
|---|