Towers Watson Investment Management

RIASEC RegisteredEst. 2013
Total AUM
$24.3B
Discretionary
$24.3B
100% of AUM
Avg account
$1.9B
Accounts
13
Employees
145
Advisory reps
4

Firm details

Headquarters
London,
CRD number
168493
Registered since
October 18, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Towers Watson Investment Management operates as a corporate investment manager organized and registered with the SEC in 2013. The firm is classified as a hedge-fund manager that primarily serves institutional clients and is owned by a mix of foreign-entity and individual owners. It functions as a CPO/CTA and provides portfolio management for pooled investment vehicles, and it also appears as a sponsor/GP and managing member of pooled vehicles. Fee terms combine a percentage of assets under management with performance-based fees. The firm identifies as an active ESG investor and maintains multiple industry affiliations, including links to broker-dealers and other investment-adviser roles. Towers Watson Investment Management is not set up as a capital allocator; its activities focus on managing pooled strategies rather than allocating to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Ellie Chinnery

    Chief Compliance OfficerCRD 7920913

Contacts

3 of 3
  • Paul Berriman

    Paul Berriman

    Global Head of FundsCRD 6240923

  • Debra McDonagh

    DirectorCRD 7715808

  • Mark Calnan

    Head of InvestmentsCRD 7358483

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
51 Lime St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth