TEMPLETON ASSET MANAGEMENT LTD.

RIASEC RegisteredEst. 1994
Total AUM
$24B
Discretionary
$24B
100% of AUM
Avg account
$304M
Accounts
79
Employees
94
Advisory reps
5

Firm details

Headquarters
SINGAPORE,
CRD number
111382
Registered since
July 19, 1994
Custodians
J.P. MORGAN SECURITIES INC., CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.38%
  • Sovereign Wealth Funds38.91%
  • Investment Companies7.95%
  • Pension & Profit Sharing Plans0.77%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Asset Management Ltd. is an institutional-focused adviser registered with the SEC since 1994. The firm operates with a mix of business lines — it has broker-dealer and commodity pool/CTA activity and serves as portfolio manager for investment companies, pooled vehicles, and institutional or business clients. Ownership is reported as a combination of foreign-entity and individual ownership. Compensation includes both percentage-of-AUM fees and performance-based fees, and the firm identifies itself as an active ESG investor. Templeton does not position itself as a capital allocator on the public record; it also lists roles such as sponsor/GP and other managing member responsibilities for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 86%, Sovereign Bonds 7%, Cash & Cash Equivalents 4%, US Government Bonds 2%86%
  • Exchange Traded Equities86%
  • Sovereign Bonds7%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Owners & executives

3 of 3
  • MANRAJ SEKHON

    Chief Investment OfficerCRD 7198298

  • SER CHON GOH

    Chief Compliance OfficerCRD 6785694

  • SEH KUAN LIM

    Chief Accounting OfficerCRD 6234047

Contacts

2 of 2
  • TEK-KHOAN ONG

    DirectorCRD 2380548

  • THOMAS MERCHANT

    General CounselCRD 3126886

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

SINGAPORE, null

Location

SINGAPORE, null

Headquartered in SINGAPORE, null.

Address
7 Temasek Blvd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth