Clients
Franklin Templeton Investment Management Limited serves 142 clients, 107 of them pooled investment vehicles. The average client has about $285 million with the firm, and high-net-worth clients hold 0% of its $40.5 billion in assets.
- Investment companies12 clients10%
- Pooled investment vehicles107 clients59%
- Pension and profit-sharing plans3%
- State or municipal government entities8 clients7%
- Sovereign wealth funds and foreign official institutions10 clients21%
- OtherHigh-net-worth individuals, Insurance companies, Corporations and other businesses1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $43,303,224 | 0.1% | $8.66M |
| Investment companies | 12 | $4,018,676,656 | 9.9% | $334.9M |
| Pooled investment vehicles | 107 | $23,976,620,793 | 59.2% | $224.1M |
| Pension and profit-sharing plans | Not reported | $1,188,077,659 | 2.9% | — |
| State or municipal government entities | 8 | $2,734,511,477 | 6.7% | $341.8M |
| Insurance companies | Not reported | $139,932,698 | 0.3% | — |
| Sovereign wealth funds and foreign official institutions | 10 | $8,324,394,091 | 20.5% | $832.4M |
| Corporations and other businesses | Not reported | $99,451,737 | 0.2% | — |
| Total | 142 | $40,524,968,335 | 100% | $285.4M |
- Clients
- 5
- Regulatory AUM
- $43,303,224
- Share
- 0.1%
- Avg. per client
- $8.66M
- Clients
- 12
- Regulatory AUM
- $4,018,676,656
- Share
- 9.9%
- Avg. per client
- $334.9M
- Clients
- 107
- Regulatory AUM
- $23,976,620,793
- Share
- 59.2%
- Avg. per client
- $224.1M
- Clients
- Not reported
- Regulatory AUM
- $1,188,077,659
- Share
- 2.9%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $2,734,511,477
- Share
- 6.7%
- Avg. per client
- $341.8M
- Clients
- Not reported
- Regulatory AUM
- $139,932,698
- Share
- 0.3%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $8,324,394,091
- Share
- 20.5%
- Avg. per client
- $832.4M
- Clients
- Not reported
- Regulatory AUM
- $99,451,737
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $40,524,968,335
- Share
- 100%
- Avg. per client
- $285.4M
What it does
Franklin Templeton Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Franklin Templeton Investment Management Limited advises 1 private funds.
100.0% of assets ($40.52B across 148 accounts) are managed with discretion. 80% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks22%
- Bonds73%
- Sovereign bonds46%
- Investment grade corporate bonds18%
- High-yield corporate bonds5%
- U.S. government and agency bonds4%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Franklin Templeton Investment Management Limited’s client accounts are held mainly at Citigroup, with 9% of managed assets, and Northern Trust, with 8%. Franklin Templeton Investment Management Limited has custody of client assets.
- Northern TrustNorthern Trust Corporation · Chicago, IL · $3.04B8%
- CitigroupCitigroup Inc. · New York, NY · $3.55B9%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $1.91B5%
- J.P. MorganJpmorgan Chase & Co · New York, NY · $1.99B5%
- All other custodians$30.03B74%
Ownership and leadership
Franklin Templeton Global Investors Limited owns 75% or more of Franklin Templeton Investment Management Limited.
- Owns 75% or more of Franklin Templeton Investment Management Limited
Franklin Templeton Global Investors Limited
Control person · since October 1992
- Owns 75% or more of Franklin Templeton Global Investors Limited
Legg Mason Global Holdings LTD
Control person · since June 2021
- Owns 75% or more of Legg Mason Global Holdings LTD
Etp Holdings (cayman) Limited
Control person · since June 2021
- Owns 75% or more of Franklin Templeton Investment Management Limited
Templeton International, Inc.
Control person · since October 1992
- Owns 75% or more of Templeton International, Inc.
Templeton Worldwide, Inc.
Control person · since October 1992
- Owns 75% or more of Templeton Worldwide, Inc.
Legg Mason, Inc.
Control person · since June 2021
- Owns 75% or more of Legg Mason, Inc.
Franklin Templeton, Inc.
Control person · since July 2020
Leadership
- Nathan DouglasChief Compliance Officer
- Nigel AndersonDirector
- Fraser InglisExecutive Director
- Aaron KirbyDirector
- Thomas MerchantChief Legal Officer
- Euan WilsonCEO and Director
Staff
- 122 employees
- 71 in advisory functions
Fees
Franklin Templeton Investment Management Limited is paid through a percentage of assets under management and performance-based fees.
Franklin Templeton Investment Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Franklin Templeton Investment Management Limited has 2 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Franklin Templeton Investment Management Limited
- Headquarters
- Cannon Place, 78 Cannon Street, London, United Kingdom EC4N 6HL
- Phone
- 00442070738500
- SEC file
- 801-55170
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- September
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Franklin Templeton Investment Management Limited have?
Franklin Templeton Investment Management Limited has 142 clients and manages $40.5 billion for them, as of September 2026. They include 107 pooled investment vehicles, 12 investment companies and 10 sovereign wealth funds and foreign official institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Franklin Templeton Investment Management Limited offer?
Franklin Templeton Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Franklin Templeton Investment Management Limited use?
Franklin Templeton Investment Management Limited’s separately managed account assets are held at Citigroup Inc. (New York, NY), with $3,553,865,482, Northern Trust Corporation (Chicago, IL), with $3,040,694,388, Jpmorgan Chase & Co (New York, NY), with $1,985,072,847 and State Street Bank and Trust Company (Boston, MA), with $1,913,119,146. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Franklin Templeton Investment Management Limited have?
Franklin Templeton Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 122 employees, and 71 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Franklin Templeton Investment Management Limited invest in?
At the end of its last fiscal year, Franklin Templeton Investment Management Limited’s separately managed accounts held 46% sovereign bonds, 22% exchange-traded equities, 18% investment grade corporate bonds, 5% high-yield corporate bonds, 4% U.S. government and agency bonds and 4% cash and equivalents. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Franklin Templeton Investment Management Limited?
Franklin Templeton Investment Management Limited is owned through a chain of holding companies by Franklin Templeton, Inc. and Etp Holdings (cayman) Limited. Its direct owners are Franklin Templeton Global Investors Limited (75% or more) and Templeton International, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Franklin Templeton Investment Management Limited get paid?
Franklin Templeton Investment Management Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file