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-focused investment manager that runs discretionary portfolios and pooled vehicles for large clients. The firm allocates across public equities as a core sleeve and integrates ESG considerations into its process, positioning itself as an active ESG investor. Advisory responsibilities include portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, and the firm works through a range of market-facing affiliations — from broker-dealers to trust companies and banking counterparts — to support trading, custody and sponsorship needs. Fee arrangements combine a percentage-of-AUM approach with performance-based fees for certain strategies, reflecting a mandate structure that can reward outperformance. Given the owner classification as a foreign entity and individual and the predominantly institutional client base, mandates tend to be large, customized and implemented with an emphasis on liquidity, cost control and governance.

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

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

Unlock 2 more executives

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

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
23 St Andrew Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth