FMR INVESTMENT MANAGEMENT (UK) LIMITED
Firm details
- Headquarters
- LONDON,
- CRD number
- 108273
- Registered since
- May 11, 1987
- Website
- www.fidelity.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles49.62%
- Investment Companies41.58%
- Other Investment Advisers8.77%
- Other0.03%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
FMR Investment Management (UK) Limited is the U.K.-registered affiliate of the broader FMR group that serves institutional clients. The firm is structured as a securitized-asset entity and has been SEC-registered since 1987. Its reported client base is institutional, and it provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Reported business activities include acting as a CPO/CTA and operating as an insurance broker. The firm charges a mix of percentage-of-AUM, fixed, commission, performance-based and other fee types. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Industry affiliations disclosed include broker-dealer relationships, registration as an investment adviser (other), CPO/CTA activity, connections with banking or thrift institutions, a trust company, and insurance company links. The firm also acts as sponsor, general partner or managing member for pooled investment vehicles. Ownership is reported as a mix of a domestic entity and individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds81%
- Non-Investment Grade Corp Bonds9%
- Sovereign Bonds5%
- US Government Bonds2%
- Derivatives2%
Owners & executives
2 of 2MARK FLAHERTY
Chief Executive Officer & DirectorCRD 6031145
STEPHANIE BROWN
Chief Compliance OfficerCRD 7690144
Contacts
3 of 7KYLE JOHNSON
DirectorCRD 7854646
ADRIAN TYERMAN
Head of International ComplianceCRD 5889704
KAROLINE ROSENBERG
Managing Director of ResearchCRD 7980537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 25 Cannon St
- Office locations
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