BARING INTERNATIONAL INVESTMENT LTD

RIASEC RegisteredEst. 1980
Total AUM
$22.6B
Discretionary
$22.6B
100% of AUM
Avg account
$480M
Accounts
47
Employees
504
Advisory reps
7

Firm details

Headquarters
LONDON,
CRD number
105724
Registered since
April 15, 1980
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies77.53%
  • Pooled Investment Vehicles14.02%
  • Pension & Profit Sharing Plans3.39%
  • Investment Companies2.59%
  • Business Development Companies2.45%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baring International Investment Ltd is a corporate investment adviser focused on institutional mandates with a clear tilt toward fixed-income management. The firm is SEC-registered and has been active since 1980. Its activities span discretionary portfolio management for institutions and pooled vehicles, selection of other advisers, and running educational seminars and workshops. The firm is also registered as a CPO/CTA and is involved in sponsoring and managing pooled investment vehicles, reflecting an ability to run both separately managed accounts and commingled funds. Investment practice centers on investment-grade credit and income-producing strategies, but the firm supplements core bond allocations with a range of alternative exposures. Baring International Investment Ltd reports it is an active ESG investor, indicating ESG considerations are incorporated into security selection and manager due diligence across public and private allocations. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees, allowing flexibility to match institutional mandates and fund structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Investment Grade Corp Bonds 49%, Other 28%, Non-Investment Grade Corp Bonds 17%, Exchange Traded Equities 4%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%49%
  • Investment Grade Corp Bonds49%
  • Other28%
  • Non-Investment Grade Corp Bonds17%
  • Exchange Traded Equities4%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • ALEXANDER SUTHERLAND

    Chief Financial OfficerCRD 7715549

Contacts

3 of 6
  • CHARLOTTE PHILLIPS

    Managing DirectorCRD 8066521

  • JILL DINERMAN

    Global Head of LegalCRD 7207184

  • NICHOLAS EVANS

    Head of ComplianceCRD 6460536

Unlock 3 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
20 Old Bailey
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth