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AEGON ASSET MANAGEMENT UK PLC

EDINBURGH, United Kingdom · CRD 289505 · IAPD ↗ · +44 7780932104

$52.63BRegulatory AUM
87Advisory reps
254Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — AEGON ASSET MANAGEMENT UK PLC grew from 71 to 87 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
April 2025 — AEGON ASSET MANAGEMENT UK PLC shrank from 90 to 71 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — AEGON ASSET MANAGEMENT UK PLC reported RAUM up 1980% ($2.09B -> $43.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — AEGON ASSET MANAGEMENT UK PLC shrank from 100 to 90 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — AEGON ASSET MANAGEMENT UK PLC crossed $1B in regulatory AUM ($832.9M -> $2.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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