FMR INVESTMENT MANAGEMENT (UK) LIMITED

RIASEC RegisteredEst. 1987
Total AUM
$25.8B
Discretionary
$25.8B
100% of AUM
Avg account
$315M
Accounts
82
Employees
119
Advisory reps
9

Firm details

Headquarters
LONDON,
CRD number
108273
Registered since
May 11, 1987
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 81%, Non-Investment Grade Corp Bonds 9%, Sovereign Bonds 5%, US Government Bonds 2%, Derivatives 2%81%
  • Investment Grade Corp Bonds81%
  • Non-Investment Grade Corp Bonds9%
  • Sovereign Bonds5%
  • US Government Bonds2%
  • Derivatives2%

Owners & executives

2 of 2
  • MARK FLAHERTY

    Chief Executive Officer & DirectorCRD 6031145

  • STEPHANIE BROWN

    Chief Compliance OfficerCRD 7690144

Contacts

3 of 7
  • KYLE JOHNSON

    DirectorCRD 7854646

  • ADRIAN TYERMAN

    Head of International ComplianceCRD 5889704

  • KAROLINE ROSENBERG

    Managing Director of ResearchCRD 7980537

Unlock 4 more contacts

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

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
25 Cannon St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth