Franklin Templeton Investment Management Limited (London)
Franklin Templeton Investment Management Limited is a large advisory firm based in London. It manages $26.79 billion of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2004.
Franklin Templeton Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for funds and institutional clients that are not united states residents. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Franklin Templeton Investment Management Limited: assets under management
The assets under management (AUM) of Franklin Templeton Investment Management Limited is $26.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 992% since the beginning of its operation, and $24.64 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in sovereign bonds the most. They account for 36% of the total AUM. The second-largest asset type is exchange traded securities, which make up 14% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 12% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Franklin Templeton Investment Management Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Paul John Brady serves?
The firm provides services to insurance companies, investment companies, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Paul John Brady is pooled investment vehicles with 64 clients and $10.66 billion of assets under management. Among the 10 most similar advisory firms, Franklin Templeton Investment Management Limited has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $24.1 billion for 113 clients. 93% of the firm’s clients are foreign persons or businesses.
Franklin Templeton Investment Management Limited also advises several private funds. Namely, one hedge fund.
Careers at Franklin Templeton Investment Management Limited
The company employs 144 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul John Brady has been acting as President since 1 Nov 2006. Paul Michael Collins joined the executive team most recently as the Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in London
The principal office where Franklin Templeton Investment Management Limited performs its advisory services is located at Cannon Place, 78 Cannon Street, London, Ec4 N 6 Hl, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 00 44 20 7073 8500 or by fax 00 44 20 7073 8700. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at franklintempleton.com/.
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