TOWERS WATSON INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2013
Total AUM
$24.3B
Discretionary
$24.3B
100% of AUM
Avg account
$1.9B
Accounts
13
Employees
145
Advisory reps
4

Firm details

Headquarters
LONDON,
CRD number
168493
Registered since
October 18, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Towers Watson Investment Management is a corporation that operates as a hedge-fund-oriented investment adviser to institutional clients. The firm registers as a portfolio manager for pooled investment vehicles and carries CPO/CTA activity, indicating hands-on management of commodity pools and other managed-vehicle strategies alongside traditional hedge fund management. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with active, results-driven strategies. The firm identifies as an active ESG investor, so environmental, social and governance factors are part of its investment and manager-selection process. Ownership is listed as a mix of foreign entity and individual stakeholders. Towers Watson Investment Management also has industry ties that span broker-dealer relationships and roles as sponsor, general partner or managing member of its pooled vehicles, which points to integrated product design and execution capabilities for institutional investors.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • Ellie Chinnery

    Chief Compliance OfficerCRD 7920913

Contacts

3 of 3
  • PAUL BERRIMAN

    Global Head of FundsCRD 6240923

  • Debra McDonagh

    DirectorCRD 7715808

  • Mark Calnan

    Head of InvestmentsCRD 7358483

Wealth teams

FINTRX

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
51 Lime St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth