Fmr Investment Management (Uk) Limited is a large advisory firm based in London. It manages $20.27 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2015.
Fmr Investment Management (Uk) Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for foreign, proprietary, and bank managed funds and accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fmr Investment Management (Uk) Limited is $20.27 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and $4.97 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fmr Investment Management (Uk) 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Mark David Flaherty is investment companies with 21 clients and $13.75 billion of assets under management. Among the 11 most similar advisory firms, Fmr Investment Management (Uk) Limited has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $19.94 billion for 25 clients. 3% of the firm’s clients are foreign persons or businesses.
Fmr Investment Management (Uk) Limited also advises several private funds.
The company employs 92 people that are either part- or full-time employees. 78 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.
Mark David Flaherty has been acting as President since 1 Jan 2012. William Charles Coffey joined the executive team most recently as the Chief Legal Officer.
The principal office where Fmr Investment Management (Uk) Limited performs its advisory services is located at 1 St. Martins Le Grand, London, Ec1 A 4 As The mailing address of the firm is 245 Summer St, V10 H, Boston, MA 02210. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44(0)2071843500 or by fax 44(0)2071843650. The normal business hours are 9:00 a.m. - 5:00 p.m. gmt on Monday - Friday. You can find more information about the New York firm at advisor.fidelity.com.