INVESCO ASSET MANAGEMENT LTD.

RIASEC RegisteredEst. 1995
Total AUM
$188B
Discretionary
$188B
100% of AUM
Avg account
$889M
Accounts
211
Employees
930
Advisory reps
7

Firm details

Headquarters
henleyonthames,
CRD number
109985
Registered since
October 5, 1995
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.14%
  • Other Investment Advisers6.93%
  • State / Municipal Government6.12%
  • Pension & Profit Sharing Plans3.94%
  • Investment Companies2.78%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Asset Management Ltd. is a multi-strategy investment manager that serves institutional clients and runs a mix of hedge fund, real estate and pooled-vehicle strategies. The firm emphasizes active portfolio management across both public and private markets, with a known tilt toward fixed-income solutions inside separately managed accounts while maintaining significant exposure to exchange-traded equities for liquidity and market access. Fee arrangements are varied — the firm charges percentage-of-AUM fees, fixed fees and performance-based fees depending on the product. The firm acts as an adviser across a range of client types, managing capital for individuals and small businesses, investment companies, pooled investment vehicles and larger institutions. It also carries multiple industry affiliations, including broker-dealer relationships and sponsorship roles for private pooled vehicles, which supports its ability to structure and distribute closed-end and alternative products. Invesco Asset Management Ltd. identifies as an active ESG investor and integrates ESG considerations into its investment process.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 30%, Non-Investment Grade Corp Bonds 23%, Sovereign Bonds 13%, Investment Grade Corp Bonds 13%, US Government Bonds 10%, Other 6%, Derivatives 3%, Public Funds/Mutual Funds 2%30%
  • Exchange Traded Equities30%
  • Non-Investment Grade Corp Bonds23%
  • Sovereign Bonds13%
  • Investment Grade Corp Bonds13%
  • US Government Bonds10%

Owners & executives

2 of 2
  • Alan Trotter

    Chief Financial OfficerCRD 6745328

  • Matthieu GROSCLAUDE

    Chief Operating OfficerCRD 7240857

Contacts

3 of 5
  • CHRISTOPHER THACKRAY

    CRD 7634299

  • GEORGINA TAYLOR

    Fund ManagerCRD 7864995

  • RUPERT ROSSANDER

    General CounselCRD 5689264

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

henleyonthames, null

Location

henleyonthames, null

Headquartered in henleyonthames, null.

Address
Perpetual Park
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth