We invest to help our clients create moreMore opportunity. More potential. More impact. We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals. And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally. By ensuring the assets we invest in are ready for and resilient to a world in transition, we act as guardians of our clients’ assets. • Operating in over 30 locations worldwide*Keeping us close to our clients and ensuring first-hand insight into companies, industries and markets.• Managing £465.3bn in assets for our clients*On behalf of individuals, governments, pension funds, insurers, companies, charities and foundations across 80 countries.*• Focus on fundamental researchThe combination of our research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps us find the most sustainable future-fit investment opportunities globally*at 30 June 2021
GAM Investments is a leading, independent, pure-play asset management group. We provide active investment solutions and products for institutions, financial intermediaries and private investors. Our core investment business is complemented by private labelling services, which include management company and other support services to third-party institutions. With around 650 employees in 15 countries and CHF 103.0 billion in assets under management, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients’ needs. We support our growth with an extensive distribution network which includes sales, marketing, product development and product management. Our investment professionals work from the global hubs of London, Cambridge, Zurich, Hong Kong, New York, Lugano and Milan.
Wealth and asset managers continue to face high levels of change and transformation. Investor demands are changing and allocation of capital to private and real assets is increasing. Operating models are becoming more customer centric. ESG and responsible investment are at the top of the agenda and margin erosion continues to create cost pressures. All this against the backdrop of a complex regulatory and tax landscape. In response, digital, data and technology transformation has never been more important for the Wealth and Asset Management industry.
We have deep industry experts across all asset classes, capabilities and segments of the investment ecosystem. Whether you are looking to transform your operating model, protect your business and ensure compliance, grow your business or expand your portfolio – we can help.
Our experience and extensive knowledge has been accumulated through working with the world’s largest Wealth and Asset Managers on global projects across Consulting, Tax and Deal Advisory. We have the depth of expertise to help our industry through the significant challenges and many opportunities that lie ahead.
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Our vision is to deliver innovative client solutions for a better future. Operating in more than 25 countries and with £516.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. (Data as at 31 December 2020).
Our storyOne thing has driven Franklin Templeton’s growth and evolution: our focus on delivering better client outcomes. It’s why we’ve built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialization. And it’s the reason clients in more than 165 countries have entrusted us with their investments, making us one of the world’s largest asset managers with $1.5 trillion in assets under management.1
Nimble where it mattersFranklin Templeton brings together an unmatched collection of independent specialist investment managers (SIMs) to provide our clients deep expertise and boutique specialization within and across asset classes, investment styles, and geographies. All told, our SIMs comprise approximately 1,300 investment professionals located across 20 countries, giving us an ear to the ground in the world’s most significant markets. And they’re backed by a strong, global infrastructure with at-scale capabilities in research, data analytics and servicing. This combination of independent, entrepreneurial SIMs and global strength makes us uniquely agile.
Unparalleled in our ability to customizeWhile our structure makes us agile, our scale lets us offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles. And we boast extensive multi-asset capabilities. So we never need to favour a particular type of solution. Instead, we can provide options best suited to the unique needs of every client, institutional or individual. And beyond our core function of delivering investment returns, we provide our clients with tailored support through a global distribution platform, technology-based tools and value-added services.
Guided by long-term value creationWe believe it’s just as important to drive long-term success as it is to seize today’s opportunities. As a closely-held public company with an impressively strong balance sheet, we’re able to invest and manage our company for the long term. That’s what lets us keep building on our long track record of developing innovative products and tools for our clients. And it’s why we empower everyone at Franklin Templeton to always do the right thing for our clients.
1.As of 30/09/21. Assets under management represent combined assets of Franklin Templeton, Legg Mason, and subsidiary investment management groups.
We are specialists in fixed income, headquartered in the City of London and a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built a strong reputation for performance, expertise and innovation in our chosen sector. We are an asset management company and we specialise in fixed income, nothing else. This fixed income specialist focus means that all our resources and people are managing one asset class with no distractions. This allows us to concentrate on delivering the best outcomes for our clients. Our product offerings are for both professional and institutional clients, covering open ended funds, closed ended funds, as well as segregated mandates. Our portfolio teams cover three distinct business areas but with a high degree of collaboration.