MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED

RIASEC RegisteredEst. 1986
Total AUM
$175B
Discretionary
$152B
87% of AUM
Avg account
$1.3B
Accounts
134
Employees
222
Advisory reps
6

Firm details

Headquarters
LONDON,
CRD number
105922
Registered since
April 15, 1986
Custodians
MITSUBISHI UFJ GLOBAL CUSTODY S.A
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.08%
  • Investment Companies17.11%
  • Other11.24%
  • Insurance Companies4.42%
  • Pension & Profit Sharing Plans4.31%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Morgan Stanley Investment Management Limited is a corporate investment manager that serves primarily institutional clients and operates with a mix of ownership described as foreign entities and individuals. The firm performs portfolio management across a range of pooled and institutional vehicles, including investment companies and other pooled investment vehicles, and it also undertakes CPO/CTA activity. Its compensation arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm reports being an active ESG investor and maintains a broad set of industry roles and affiliations — including broker-dealer, registered municipal advisor, futures-related registrations, banking/trust and insurance connections, and positions as sponsor or GP of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 52%, Investment Grade Corp Bonds 17%, Private Funds 6%, Sovereign Bonds 5%, Non-Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 5%, US Government Bonds 3%, Derivatives 3%, Cash & Cash Equivalents 3%, Other 2%52%
  • Exchange Traded Equities52%
  • Investment Grade Corp Bonds17%
  • Private Funds6%
  • Sovereign Bonds5%
  • Non-Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Edward Heron

    Chief Legal OfficerCRD 7743730

Contacts

3 of 5
  • BENJAMIN JUERGENS

    Executive DirectorCRD 5320946

  • PARMINDER FELLS

    Managing DirectorCRD 8145753

  • yiwen goh

    Managing DirectorCRD 8065550

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

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
25 Cabot Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth