HERMES INVESTMENT MANAGEMENT LIMITED

RIASEC RegisteredEst. 2010
Total AUM
$24.8B
Discretionary
$24.5B
99% of AUM
Avg account
$406M
Accounts
61
Employees
422
Advisory reps
4

Firm details

Headquarters
LONDON,
CRD number
153104
Registered since
April 5, 2010
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.89%
  • Pension & Profit Sharing Plans17.9%
  • Insurance Companies12.62%
  • Other Investment Advisers6.46%
  • Banking / Thrift Institutions2.42%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hermes Investment Management Limited operates primarily as an institutional asset manager with a strong equity bias and an established role in managing pooled vehicles and investment companies. The firm combines portfolio management for institutions and pooled vehicles with commodity pool operator/commodity trading advisor activity, positioning itself to run both segregated mandates and collective investment structures. Hermes shows an explicit focus on active ESG integration, which shapes security selection and engagement across its equity and pooled-product strategies. Investment activity centers on exchange-traded equities, supplemented by formal allocations to external alternative managers. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees, allowing flexibility across institutional mandates and pooled products. Hermes’ client base is concentrated and large, consistent with institutional relationships rather than retail practice.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 76%, Non-Investment Grade Corp Bonds 12%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 5%76%
  • Exchange Traded Equities76%
  • Non-Investment Grade Corp Bonds12%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • DAVID FITZHARRIS

    Chief Compliance OfficerCRD 4957434

  • GREGORY DULSKI

    Chief Regulatory OfficerCRD 5023811

  • SAKER NUSSEIBEH

    CEOCRD 4354094

Contacts

1 of 1
  • RICHARD NOVAK

    Vice PresidentCRD 2901271

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
150 Cheapside
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth