PGIM Limited

RIASEC RegisteredEst. 2012
Total AUM
$76.5B
Discretionary
$76.5B
100% of AUM
Avg account
$277M
Accounts
276
Employees
299
Advisory reps
12

Firm details

Headquarters
LONDON,
CRD number
160005
Registered since
March 30, 2012
Custodians
THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Sovereign Wealth Funds38.23%
  • Pooled Investment Vehicles28.73%
  • Pension & Profit Sharing Plans19.16%
  • Investment Companies3.28%
  • Insurance Companies2.88%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PGIM Limited operates as a securitized-asset specialist serving institutional clients, with a clear tilt toward fixed-income strategies. The firm runs mandates across pooled vehicles and investment companies and offers portfolio management for institutions and businesses as well as educational publications and seminars. Fee arrangements include percentage-of-AUM billing and performance-based components on certain strategies. PGIM Limited is flagged as an active ESG investor, which it integrates into credit analysis and portfolio construction across securitized and corporate-bond exposures. Investment activity centers on high-quality, income-producing instruments—investment-grade corporate bonds are the single largest position type—while the firm also structures and manages pooled securitized funds. Its organizational activities extend beyond portfolio management into sponsorship and management roles for pooled investment vehicles and related real-estate and credit structures, reflecting a combination of direct asset management and sponsor-level responsibilities.

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 44%, Sovereign Bonds 25%, Other 13%, Non-Investment Grade Corp Bonds 12%, US Government Bonds 3%, Cash & Cash Equivalents 2%, Derivatives 1%44%
  • Investment Grade Corp Bonds44%
  • Sovereign Bonds25%
  • Other13%
  • Non-Investment Grade Corp Bonds12%
  • US Government Bonds3%

Owners & executives

3 of 3
  • ANDREW DONOHUE

    Chief Compliance OfficerCRD 2783317

  • BATOOLAH DAWREEAWOO

    Chief Legal OfficerCRD 7196909

  • DANIEL MALOOLY

    Chief Business OfficerCRD 7529772

Contacts

3 of 9
  • JONATHAN BUTLER

    Head of Leveraged FinanceCRD 6016728

  • BRAD BLALOCK

    CRD 2973154

  • Edward Farley

    Managing DirectorCRD 7195322

Unlock 6 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
Grand Buildings 13 Strand
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth