Templeton Asset Management Ltd.

RIASEC Registered
Total AUM
$24B
Discretionary
$24B
100% of AUM
Avg account
$304M
Accounts
79
Employees
94
Advisory reps
5

Firm details

Headquarters
Singapore,
CRD number
111382
Registered since
July 19, 1994
Custodians
J.P. MORGAN SECURITIES INC., CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.38%
  • Sovereign Wealth Funds38.91%
  • Investment Companies7.95%
  • Pension & Profit Sharing Plans0.77%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Asset Management Ltd. is an SEC-registered institutional investment adviser that has been registered since 1994. The firm is organized as a foreign/individual-owned entity and serves primarily institutional clients. Its advisory work spans portfolio management for investment companies, pooled vehicles and for businesses or institutions. Beyond advisory services, the firm also operates broker-dealer and CPO/CTA activities and is affiliated with banking, trust and sponsor/GP roles for pooled vehicles. Fee arrangements include both percentage-of-AUM pricing and performance-based fees. Templeton identifies as an active ESG investor, which suggests ESG considerations are incorporated into at least some of its investment processes or product lines.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Sovereign Bonds 7%, Cash & Cash Equivalents 4%, US Government Bonds 2%86%
  • Exchange Traded Equities86%
  • Sovereign Bonds7%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Ser Chon Goh

    Chief Compliance OfficerCRD 6785694

  • Seh Kuan Lim

    Seh Kuan Lim

    Chief Accounting OfficerCRD 6234047

  • Manraj Sekhon

    Manraj Sekhon

    Chief Investment OfficerCRD 7198298

Contacts

2 of 2
  • Thomas Merchant

    Thomas Merchant

    General CounselCRD 3126886

  • Tek-khoan Ong

    Tek-khoan Ong

    DirectorCRD 2380548

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
2 Central Boulevard
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth