First Sentier Investors International Im Limited

RIASEC RegisteredEst. 1982
Total AUM
$16.1B
Discretionary
$16.1B
100% of AUM
Avg account
$1B
Accounts
16
Employees
314
Advisory reps
10

Firm details

Headquarters
Edinburgh,
CRD number
110992
Registered since
November 4, 1982
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles78.54%
  • Sovereign Wealth Funds9.53%
  • Pension & Profit Sharing Plans8.65%
  • Investment Companies3.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors International Im Limited is an institutional registered investment adviser that serves predominantly institutional clients. The firm has been SEC-registered since 1982 and operates as a corporation with foreign-entity ownership characteristics. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both asset-based (percentage of AUM) and performance-based components, and the firm identifies itself as an active ESG investor. It does not function as a capital allocator. The firm’s industry affiliations are broad and span broker-dealer relationships, banking or trust services, commodity pool/CTA activities, insurance company links, real-estate sponsorship, and acting as sponsor or general partner of pooled vehicles, which suggests an integrated operational footprint across product sponsorship and institutional distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 5
  • Jane Daniel

    Jane Daniel

    Chief Risk OfficerCRD 7738824

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Peter Hawkins

    Peter Hawkins

    Chief Compliance OfficerCRD 5214863

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Contacts

3 of 5
  • Gary Cotton

    Gary Cotton

    Managing DirectorCRD 6036074

  • Christine Johnson

    Christine Johnson

    Non-Executive DirectorCRD 7355688

  • Baronet Kerry-Leigh

    Product DevelopmentCRD 8048656

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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

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
23 St Andrew Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth