The overview

Baillie Gifford is an investment management firm based in Edinburgh. It is entirely privately owned by its 36 partners and seeks to expand through organic growth rather than mergers and acquisitions. It has grown considerably since the 1980s because of its involvement in the pension fund market, and is a major player in this area. Its clients include pensions and insurance providers such as Scottish Equitable, AXA and Standard Life as well as wealthy individuals, charities and other institutions.

Its services include equity and fixed income products and investment trust ISAs. Key selling points include the company’s stability and long-term approach to investments and client relationships.

Global reach

All the firm’s operations are run from its Edinburgh headquarters. Further small marketing offices are based in New York and another may be opened in future in Shanghai or elsewhere in China.

Baillie Gifford’s well-established US links are unusual in a firm of its type. It is also strong in Japan, with over 20 years of collaboration with Mitsubishi UFJ Trust and Banking. It has had to expand its markets in response to the difficult economic climate in the UK, and now manages far more funds in Europe than even ten years ago.

Departments

There are six major departments within the firm:

  • Client accounting: Delivering accounting services and reports to clients.
  • Retail investments department: Administration and marketing of a range of OEIC/unit trust funds and the administration of pooled pension funds.
  • Information systems: IT services across the company. There has been a growing focus on recruitment in this area in recent years and 120 of the firm’s 700 employees currently work in this division.
  • Finance: Internal finances including payroll and statutory reports.
  • Institutional client service and marketing: The marketing and relationship management wing of the company.
  • Investment teams: The main business of the firm, including compiling investment portfolios from thorough research. This is a key area for graduate recruitment.

Technology

Baillie Gifford takes an innovative approach to technology and would like to build its reputation as an IT recruiter. Richard Barry, HR manager, explains, ‘We have developed our own bespoke software to analyse and monitor our investments, rather than using off-the-shelf technology that we would then have to bash into shape. We are also interested in infrastructure and connecting these different offices together. We have a keen interest in mobile technologies, including early adoption of iPads. We are not known as an IT employer but we would like to take things in that direction.’

Awards and rankings

  • Best Generalist Group in What Investment’s Investment Trust Awards, 2010. What Investment is a specialist publication for private investors.
  • Money Observer magazine’s Premier Group Award, 2008
  • Queen’s Award for Enterprise (International Trade category), 2010. This is an awards programme for outstanding British businesses.
  • Highest ranked Global Equity Core firm in Camradata’s quarterly quantitative rankings (first quarter), 2011. Camradata is an online provider of institutional investment information.

Why work here?

  • Meritocratic culture. Assessment of performance is based on a graduate’s contribution to the team and approach to work rather than short-term financial results.
  • Close-knit firm. All divisions are based in the head office, reducing bureaucracy.
  • Expanding into international markets, and already has strong bases in the US and Japan.
  • Constant contact with and support from immediate colleagues in the team.
  • Potential for international travel depending upon which area of the business graduates are based in, sometimes even in the first year of the scheme.

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