EATON VANCE ADVISERS INTERNATIONAL LTD.

RIASEC RegisteredEst. 2017
Total AUM
$35.5B
Discretionary
$35.5B
100% of AUM
Avg account
$846M
Accounts
42
Employees
68
Advisory reps
3

Firm details

Headquarters
LONDON,
CRD number
283733
Registered since
September 28, 2017
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Investment Companies66.75%
  • Sovereign Wealth Funds18.09%
  • Pension & Profit Sharing Plans4.62%
  • Pooled Investment Vehicles4.16%
  • Charitable Organizations2.87%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eaton Vance Advisers International Ltd. operates as an institutional-focused investment adviser with a clear tilt toward fixed-income management. The firm’s advisory activities include portfolio management for investment companies, pooled investment vehicles and institutional clients, and it also operates as a CPO/CTA. Fee arrangements are calculated as a percentage of assets under management. The firm identifies as an active ESG investor, which suggests ESG factors are integrated into security selection, issuer analysis or manager due diligence rather than being a secondary screen. Investment emphasis is weighted toward investment-grade corporate debt and other fixed-income instruments, but the firm’s scope extends to pooled vehicles and funds — indicating a mix of internally managed strategies and allocations to third-party managers where appropriate. Eaton Vance Advisers International Ltd. maintains multiple industry affiliations (including broker-dealer relationships and roles as sponsor/GP of pooled vehicles), which supports involvement across both managed funds and institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 89%, Sovereign Bonds 8%, Cash & Cash Equivalents 3%89%
  • Investment Grade Corp Bonds89%
  • Sovereign Bonds8%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Marina brighouse-Thorpe

    Executive Director and Chief Compliance OfficerCRD 7530382

Contacts

2 of 2
  • Paul d'Arcy

    DirectorCRD 7893459

  • Zoe Parish

    DirectorCRD 7720195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
125 Old Broad St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth