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 an institutional registered investment adviser organized as a corporation and focused on institutional clients. The firm operates as a portfolio manager for investment companies, pooled investment vehicles and businesses or institutions, and it also carries CPO/CTA responsibilities. Ownership is identified as a mix of foreign entity and individual interests. Fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm reports being an active ESG investor and maintains a range of industry roles and affiliations that include broker-dealer activity, banking and trust functions, sponsorship or management of pooled vehicles, and participation in futures and swaps markets.

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 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

    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

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
25 Cabot Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth