First Sentier Investors (UK) Im Limited

RIASEC RegisteredEst. 2015
Total AUM
$13.3B
Discretionary
$13.3B
100% of AUM
Avg account
$553M
Accounts
24
Employees
314
Advisory reps
10

Firm details

Headquarters
Edinburgh,
CRD number
281323
Registered since
September 23, 2015
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles96.14%
  • Investment Companies2.58%
  • Sovereign Wealth Funds1.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors (UK) Im Limited operates as an institutional asset manager with a clear tilt toward pooled investment vehicles and mandates for businesses or institutions. The firm is registered as an adviser since 2015 and reports active engagement with ESG factors across its investment process. Its business model is fee-based on a percentage of assets under management and its client base is concentrated in institutional relationships rather than retail households. Regulatory filings show the firm maintains affiliations that span broker-dealer activity, sponsor/GP roles for pooled vehicles, and other financial services, signaling a mix of public market management and sponsor-level involvement in private structures.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 5
  • Jane Daniel

    Jane Daniel

    Chief Risk OfficerCRD 7738824

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Peter Hawkins

    Peter Hawkins

    Chief Compliance OfficerCRD 5214863

Unlock 2 more executives

Contacts

3 of 5
  • Gary Cotton

    Gary Cotton

    Managing DirectorCRD 6036074

  • Christine Johnson

    Christine Johnson

    Non-Executive DirectorCRD 7355688

  • Baronet Kerry-Leigh

    Product DevelopmentCRD 8048656

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
23 St Andrew Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth