FIL INVESTMENT ADVISORS (UK) LTD.

RIASEC RegisteredEst. 1984
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$296M
Accounts
12
Employees
8
Advisory reps
5

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. is a corporate, institutional-focused investment adviser that acts as a capital allocator and portfolio manager for investment companies and pooled investment vehicles. The firm’s advisory activity emphasizes active, discretionary management and the selection of other advisers, indicating it both runs mandates directly and oversees third‑party managers. Fee arrangements include percentage-of-AUM billing alongside other fee types. The firm reports it is not an active ESG investor and has a client base concentrated in institutional mandates rather than retail households. Investment activity shows a clear preference for publicly traded equities, with equity exposure making up the bulk of its managed assets. At the same time, FIL Investment Advisors (UK) Ltd. allocates to third‑party alternative managers for real estate and uses mutual funds as part of its toolkit, signaling a multi‑tiered approach that blends liquid public markets exposure with externally managed alternative investments.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • VICTORIA KELLY

    Chief of StaffCRD 4844397

  • Sabina Glynne

    Chief Compliance OfficerCRD 8167432

Contacts

3 of 3
  • MARIA ABBONIZIO

    DirectorCRD 4719157

  • Niamh Brodie-Machura

    DirectorCRD 7275959

  • ROMAIN BOSCHER

    Non-Executive DirectorCRD 7530358

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

tadworth surrey, null

Location

tadworth surrey, null

Headquartered in tadworth surrey, null.

Address
Beech Gate
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth