Western Asset Management Company Pte Ltd

RIASEC RegisteredEst. 2006
Total AUM
$2.8B
Discretionary
$1.8B
65% of AUM
Avg account
$280M
Accounts
10
Employees
9
Advisory reps
4

Firm details

Headquarters
Singapore,
CRD number
142188
Registered since
November 17, 2006
Custodians
STATE STREET BANK AND TRUST COMPANY, HSBC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies71.24%
  • Pooled Investment Vehicles25.11%
  • State / Municipal Government2.26%
  • Corporations / Businesses1.4%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Western Asset Management Company Pte Ltd is a corporation registered as an institutional RIA that focuses on managing portfolios for pooled investment vehicles and for businesses or institutions. The firm is fee-based, charging both a percentage of assets under management and performance-linked fees. Its client base is institutional and it operates with an active ESG investment stance. The firm also maintains industry roles beyond pure advisory work, including affiliations as a broker-dealer, an alternative investment sponsor/GP or managing member, and as a commodity pool operator/CTA or other investment adviser in related capacities.

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: Sovereign Bonds 74%, Investment Grade Corp Bonds 20%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Public Funds/Mutual Funds 2%74%
  • Sovereign Bonds74%
  • Investment Grade Corp Bonds20%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • Public Funds/Mutual Funds2%

Owners & executives

2 of 2
  • Ser Chon Goh

    Chief Compliance OfficerCRD 6785694

  • Su Ee Hedy Tan

    Director and CEOCRD 4433834

Contacts

2 of 2
  • Courtney Hoffmann

    Courtney Hoffmann

    General CounselCRD 7605606

  • Shirley Yu

    CRD 8312936

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
1 George St 2301
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth