Baring International Investment Ltd

RIASEC RegisteredEst. 1980
Total AUM
$22.6B
Discretionary
$22.6B
100% of AUM
Avg account
$480M
Accounts
47
Employees
504
Advisory reps
6

Firm details

Headquarters
London,
CRD number
105724
Registered since
April 15, 1980
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies77.53%
  • Pooled Investment Vehicles14.02%
  • Pension & Profit Sharing Plans3.39%
  • Investment Companies2.59%
  • Business Development Companies2.45%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baring International Investment Ltd. is a corporate investment adviser with a long SEC-registered history (since 1980) that serves institutional clients. The firm operates as a Commodity Pool Operator/Commodity Trading Advisor structure in addition to providing discretionary portfolio management across pooled vehicles, investment companies, businesses, and individuals/small businesses. It also engages in selecting subadvisers and runs educational seminars and workshops. Ownership is recorded as a combination of a foreign entity and an individual. Fee arrangements span percentage-of-AUM, fixed fees, and performance-based compensation. The firm identifies as an active ESG investor and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 49%, Other 28%, Non-Investment Grade Corp Bonds 17%, Exchange Traded Equities 4%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%49%
  • Investment Grade Corp Bonds49%
  • Other28%
  • Non-Investment Grade Corp Bonds17%
  • Exchange Traded Equities4%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Alexander Sutherland

    Alexander Sutherland

    Chief Financial OfficerCRD 7715549

Contacts

3 of 5
  • Charlotte Phillips

    Managing DirectorCRD 8066521

  • Nicholas Evans

    Nicholas Evans

    Head of ComplianceCRD 6460536

  • Rhian Williams

    Rhian Williams

    Managing Director, Associate General CounselCRD 7715293

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
20 Old Bailey
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth