JPMORGAN ASSET MANAGEMENT (UK) LIMITED

RIASEC RegisteredEst. 2005
Total AUM
$484B
Discretionary
$483B
100% of AUM
Avg account
$522M
Accounts
928
Employees
1,403
Advisory reps
9

Firm details

Headquarters
LONDON,
CRD number
135960
Registered since
September 29, 2005
Custodians
J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles67.86%
  • Insurance Companies9%
  • Pension & Profit Sharing Plans8.95%
  • Sovereign Wealth Funds8.89%
  • State / Municipal Government3.83%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jpmorgan Asset Management (UK) Limited is a corporate asset manager that combines pooled-vehicle and bespoke portfolio management across institutional and high-net-worth individual clients. The firm is registered to provide portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and it also performs adviser selection for third-party managers. It operates in commodity and futures capacities (CPO/CTA) and is active on ESG considerations. Fee arrangements reported include percentage-of-AUM, fixed fees and performance-based fees. The firm is described in filings as a multi-faceted manager with activity across hedge, real estate and other fund strategies.

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 34%, US Government Bonds 25%, Investment Grade Corp Bonds 18%, Private Funds 8%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 3%, Sovereign Bonds 2%, Other 2%34%
  • Exchange Traded Equities34%
  • US Government Bonds25%
  • Investment Grade Corp Bonds18%
  • Private Funds8%
  • Cash & Cash Equivalents8%

Owners & executives

3 of 5
  • Katy Thorneycroft

    Chief Investment OfficerCRD 7738693

  • Karen Ward

    Managing Director and Chief Market StrategistCRD 8137542

  • Richard Stuart-Reckling

    Chief Compliance OfficerCRD 7092275

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Contacts

3 of 4
  • Christopher Hill

    Non-Executive DirectorCRD 8184439

  • SARAH NICHOMOFF

    Managing DirectorCRD 4756769

  • Deborah Reidy

    DirectorCRD 7336349

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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
60 Victoria Embankment
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth