Thu 11th Feb 2016
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Dalton Strategic Partnership

Key Corporate Data
Figures are for UK and are as at 31/12/xx, unless otherwise stated.

Private Client Assets Under Management 250m262m285m148m-
Private Client Assets Under Advice -----
Total Staff Employed in Private Client Business 8889-
Number of Client Relationship Staff 89102-
Total Number of Private Client Accounts 72768076-
Discretionary and Advisory Business Split (%) 100/0100/0100/0100/0-
Regulatory Bodies : Financial Services Authority, Guernsey Financial Services Commission, SEC
Financial Year: 1 November - 31 October
Auditors: KPMG

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