FIL Investment Advisors (UK) Ltd.

RIASEC RegisteredEst. 1984

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$296M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tadworth Surrey,
CRD number: 110970
Registered since: September 4, 1984
Fee structure: Percentage of AUM, Other
Client types: Investment Companies61.66%
Other Investment Advisers38.34%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

FIL Investment Advisors (UK) Ltd. operates as an institutional registered investment adviser focused on managing pooled investment vehicles and investment companies for institutional clients. The firm is structured as a corporation with ownership described as a mix of foreign-entity and individual ownership. It acts as a capital allocator and performs selection of other advisers, consistent with a model that blends in-house portfolio management and delegated manager oversight. Fee arrangements include percentage-of-AUM billing alongside other fee structures. The firm is not an active ESG investor and is registered with the SEC since 1984.