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Towers Watson Investment Management Limited

SEC-registered adviser since 2013London, United KingdomCRD 168493

13
Clients
18
Advisory staff

From Form ADV filed 18 June 2026 · data retrieved 15 October 2026SEC record

Towers Watson Investment Management Limited is an investment adviser headquartered in London, United Kingdom, and registered with the SEC since 2013. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Willis Investment Uk Holdings Limited owns 75% or more of Towers Watson Investment Management Limited.

Clients

Towers Watson Investment Management Limited serves 13 clients. The average client has about $1.87 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles13 clients100%
Show client breakdown
Pooled investment vehicles
Clients
13
Regulatory AUM
$24,323,000,000
Share
100.0%
Avg. per client
$1.87B

Total

Clients
13
Regulatory AUM
$24,323,000,000
Share
100%
Avg. per client
$1.87B

What it does

Towers Watson Investment Management Limited provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Towers Watson Investment Management Limited provided financial planning to 0 clients last fiscal year and advises 3 private funds.

100.0% of assets ($24.32B across 13 accounts) are managed with discretion. 100% of clients are outside the U.S., and 13 clients received advice without assets under management last fiscal year.

Custodians

Towers Watson Investment Management Limited does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$24.32B100%

Ownership and leadership

Willis Investment Uk Holdings Limited owns 75% or more of Towers Watson Investment Management Limited.

Who owns the firm
Towers Watson Investment Management Limited· the adviser
  • Willis Investment Uk Holdings Limited

    Control person · since November 2024

    Owns 75% or more of Towers Watson Investment Management Limited

Leadership

  • Ellie Chinnery
    Chief Compliance Officer
  • Paul Berriman
    Director
  • Mark Calnan
    Director
  • Debra McDonagh
    Director

Staff

  • 145 employees
  • 18 in advisory functions

Fees

Towers Watson Investment Management Limited is paid through a percentage of assets under management and performance-based fees.

Towers Watson 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, Towers Watson Investment Management Limited has 2 offices, with 1 listed address with no US state reported.

Registration details

Legal name
Towers Watson Investment Management Limited
Headquarters
51 Lime Street, London, United Kingdom EC3M 7DQ
Website
Not reported
SEC file
801-78668
Structure
corporation organized in United Kingdom
Fiscal year end
December

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 Towers Watson Investment Management Limited have?

Towers Watson Investment Management Limited has 13 clients and manages $24.3 billion for them, as of June 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026

What services does Towers Watson Investment Management Limited offer?

Towers Watson Investment Management Limited provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Towers Watson Investment Management Limited have?

Towers Watson Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 145 employees, and 18 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

Who owns Towers Watson Investment Management Limited?

Towers Watson Investment Management Limited is owned through a chain of holding companies by Willis Towers Watson PLC. Its direct owner is Willis Investment Uk Holdings Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026

How does Towers Watson Investment Management Limited get paid?

Towers Watson 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

Sources

  1. Form ADV Part 1A, amendment filed 18 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 168493.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Towers Watson Investment Management Limited and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.