FMR Investment Management (UK) Limited

RIASEC RegisteredEst. 1987
Total AUM
$25.8B
Discretionary
$25.8B
100% of AUM
Avg account
$315M
Accounts
82
Employees
119
Advisory reps
9

Firm details

Headquarters
London,
CRD number
108273
Registered since
May 11, 1987
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Other
Client types
  • Pooled Investment Vehicles49.62%
  • Investment Companies41.58%
  • Other Investment Advisers8.77%
  • Other0.03%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FMR Investment Management (UK) Limited is an institutional-focused investment manager that provides portfolio management for investment companies, pooled investment vehicles and institutional clients. The firm operates with multiple service roles — including acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as an insurance broker — and that operational footprint extends to sponsoring and managing pooled vehicles. Its fee arrangements include asset-based percentages along with fixed fees and commission arrangements. Public filings indicate a tilt toward fixed‑income strategies rather than active ESG engagement.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 81%, Non-Investment Grade Corp Bonds 9%, Sovereign Bonds 5%, US Government Bonds 2%, Derivatives 2%81%
  • Investment Grade Corp Bonds81%
  • Non-Investment Grade Corp Bonds9%
  • Sovereign Bonds5%
  • US Government Bonds2%
  • Derivatives2%

Owners & executives

2 of 2
  • Mark Flaherty

    Chief Executive Officer & DirectorCRD 6031145

  • Stephanie Brown

    Stephanie Brown

    Chief Compliance OfficerCRD 7690144

Contacts

3 of 7
  • Kyle Johnson

    DirectorCRD 7854646

  • Karoline Rosenberg

    Managing Director of ResearchCRD 7980537

  • Nicole Macarchuk

    Nicole Macarchuk

    Head of Asset ManagementCRD 5905428

Unlock 4 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
25 Cannon St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth