FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

RIASEC RegisteredEst. 1998
Total AUM
$40.5B
Discretionary
$40.5B
100% of AUM
Avg account
$274M
Accounts
148
Employees
122
Advisory reps
7

Firm details

Headquarters
LONDON,
CRD number
111360
Registered since
January 20, 1998
Custodians
CITI PRIVATE BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.17%
  • Sovereign Wealth Funds20.54%
  • Investment Companies9.92%
  • State / Municipal Government6.75%
  • Pension & Profit Sharing Plans2.93%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Franklin Templeton Investment Management Limited operates as a hedge-fund style manager and portfolio manager for pooled vehicles, investment companies and institutional or business clients. Registered with the SEC since 1998, the firm serves both high-net-worth individuals/families and institutional investors. Its compensation model combines an asset-based fee with performance-linked fees. The firm is marked as a foreign-owned entity and is active on ESG considerations. Beyond portfolio management, the firm performs CPO/CTA activities and is affiliated across several industry roles — including broker-dealer relationships, banking/thrift and trust company links, and serving as sponsor or general partner of pooled investment vehicles. The profile indicates the organization is not primarily a third‑party capital allocator, suggesting most activity is focused on managing proprietary or sponsored strategies rather than acting chiefly as an allocator to external managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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: Sovereign Bonds 46%, Exchange Traded Equities 22%, Investment Grade Corp Bonds 18%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 4%, Cash & Cash Equivalents 4%46%
  • Sovereign Bonds46%
  • Exchange Traded Equities22%
  • Investment Grade Corp Bonds18%
  • Non-Investment Grade Corp Bonds5%
  • US Government Bonds4%

Owners & executives

2 of 2
  • EUAN WILSON

    Chief Operations OfficerCRD 7148304

  • NATHAN DOUGLAS

    Chief Compliance OfficerCRD 8029285

Contacts

3 of 5
  • FRASER INGLIS

    Vice PresidentCRD 7725576

  • Aaron Kirby

    Vice PresidentCRD 7975879

  • THOMAS MERCHANT

    General CounselCRD 3126886

Unlock 2 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
Cannon Pl 78 Cannon St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth