← Tributary

FIRST SENTIER INVESTORS (UK) IM LIMITED

EDINBURGH, United Kingdom · CRD 281323 · IAPD ↗ · firstsentiergroup.com · +44 (0)131 473 2200

$13.27BRegulatory AUM
50Advisory reps
314Employees
0Clients
n/aPlanning clients
0Private funds
0States
12Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
April 2026 — FIRST SENTIER INVESTORS (UK) IM LIMITED changed its website from firstsentierinvestors.com to firstsentiergroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
20
April 2026 — FIRST SENTIER INVESTORS (UK) IM LIMITED reported RAUM down 26% ($17.97B -> $13.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
April 2026 — FIRST SENTIER INVESTORS (UK) IM LIMITED shrank from 63 to 50 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2025 — FIRST SENTIER INVESTORS (UK) IM LIMITED shrank from 69 to 63 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — FIRST SENTIER INVESTORS (UK) IM LIMITED grew from 62 to 69 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.