WESTERN ASSET MANAGEMENT COMPANY LIMITED

RIASEC RegisteredEst. 1984
Total AUM
$20.1B
Discretionary
$20.1B
100% of AUM
Avg account
$591M
Accounts
34
Employees
27
Advisory reps
4

Firm details

Headquarters
LONDON,
CRD number
110427
Registered since
April 13, 1984
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds70.41%
  • Pooled Investment Vehicles8.22%
  • State / Municipal Government6.76%
  • Corporations / Businesses5.54%
  • Insurance Companies4.69%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Western Asset Management Company Limited is a corporate investment adviser that concentrates on fixed-income strategies for an institutional client base. The firm’s filings show a clear bias toward investment-grade corporate bonds and liability-sensitive fixed-income mandates, delivered through discretionary mandates and pooled vehicles. Western Asset Management Company Limited lists active ESG investment practices, indicating integration of environmental, social and governance considerations into credit selection and engagement across portfolios. The firm provides portfolio management across a range of client types — standalone separate accounts, pooled investment vehicles and institutional mandates — and can act as sponsor or managing member of pooled vehicles. Its fee arrangements include traditional percentage-of-assets fees alongside performance-based fees on certain mandates or funds, aligning pay with outcomes on select strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 40%, Sovereign Bonds 28%, US Government Bonds 18%, Other 7%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%40%
  • Investment Grade Corp Bonds40%
  • Sovereign Bonds28%
  • US Government Bonds18%
  • Other7%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • ANNABEL RUDEBECK

    Head of Investments, CIOCRD 8220904

Contacts

3 of 3
  • Courtney Hoffmann

    General CounselCRD 7605606

  • JELENA PETROVIC

    ManagerCRD 6028481

  • ANDREW ASHTON

    CRD 6763546

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
10 Exchange Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth