First Sentier Investors (UK) Funds Limited

RIASEC RegisteredEst. 2014
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$698M
Accounts
17
Employees
314
Advisory reps
12

Firm details

Headquarters
London,
CRD number
171592
Registered since
May 27, 2014
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

First Sentier Investors (UK) Funds Limited is a UK-based corporate adviser that primarily serves institutional clients and manages pooled investment vehicles. The firm is registered to provide portfolio management for pooled funds and is identified as a CPO/CTA in its business activities. Ownership is listed as a mix of foreign-entity and individual interests. Feeing is on a percentage-of-AUM basis and FINTRX flags the firm as an active ESG investor. The firm maintains relationships across the financial-services ecosystem: FINTRX records affiliations that include broker-dealers, banks or thrift institutions, trust companies, insurance companies, real-estate brokers, and roles as a sponsor, general partner or managing member of pooled vehicles. That activity profile suggests a hybrid operating model that combines fund administration/management with sponsoring and placement roles for pooled products.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 5
  • Peter Hawkins

    Peter Hawkins

    Chief Compliance OfficerCRD 5214863

  • Jane Daniel

    Jane Daniel

    Chief Risk OfficerCRD 7738824

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

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Contacts

3 of 7
  • Gary Cotton

    Gary Cotton

    Managing DirectorCRD 6036074

  • Baronet Kerry-Leigh

    Product DevelopmentCRD 8048656

  • Vicky Wai-Choo Kubitscheck

    Vicky Wai-Choo Kubitscheck

    Non-Executive DirectorCRD 7011936

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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
Finsbury Circus House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth