Western Asset Management Company Pte Ltd

RIASEC Registered
Total AUM
$2.8B
Discretionary
$1.8B
65% of AUM
Avg account
$280M
Accounts
10
Employees
9
Advisory reps
4

Firm details

Headquarters
Singapore,
CRD number
142188
Registered since
November 17, 2006
Custodians
STATE STREET BANK AND TRUST COMPANY, HSBC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies71.24%
  • Pooled Investment Vehicles25.11%
  • State / Municipal Government2.26%
  • Corporations / Businesses1.4%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Western Asset Management Company Pte Ltd is an institutional registered investment adviser focused on managing portfolios for pooled vehicles and for business or institutional clients. Organized as a corporation and registered with the SEC in 2006, the firm serves an institutional client base and charges a mix of percentage-of-assets and performance-based fees. The adviser identifies as an active ESG investor and reports a fixed-income preference, with sovereign debt playing a central role in its portfolios. It is not structured as a capital allocator and does not present itself as a multi-state or newly formed adviser. The firm also maintains a range of industry roles beyond advisory work: it is affiliated with broker-dealer activity, other investment adviser functions, CPO/CTA activity, and acts as sponsor, general partner or managing member of pooled investment vehicles. Ownership is reported as a foreign entity and individual.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 74%, Investment Grade Corp Bonds 20%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Public Funds/Mutual Funds 2%74%
  • Sovereign Bonds74%
  • Investment Grade Corp Bonds20%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • Public Funds/Mutual Funds2%

Owners & executives

2 of 2
  • Ser Chon Goh

    Chief Compliance OfficerCRD 6785694

  • Su Ee Hedy Tan

    Director and CEOCRD 4433834

Contacts

2 of 2
  • Courtney Hoffmann

    Courtney Hoffmann

    General CounselCRD 7605606

  • Shirley Yu

    CRD 8312936

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
2 Central Boulevard
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth