{"url":"https://nivawealth.com/firms/towers-watson-investment-management-limited-168493","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168493","regulatoryAum":24323000000,"crd":"168493","secFileNumber":"801-78668","legalName":"Towers Watson Investment Management Limited","displayName":"Towers Watson Investment Management Limited","website":null,"founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"51 Lime Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC3M 7DQ"},"tradeNames":[],"registration":{"secApproved":"18 October 2013","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":145,"advisory":18,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":24323000000,"discretionaryAccounts":13,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":13},"clientTypes":[{"label":"Pooled investment vehicles","clients":13,"regulatoryAum":24323000000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Towers Watson Investment Management Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ellie Chinnery","title":"Chief Compliance Officer","crd":"7920913"},{"name":"Paul Berriman","title":"Director","crd":"6240923"},{"name":"Mark Calnan","title":"Director","crd":"7358483"},{"name":"Debra McDonagh","title":"Director","crd":"7715808"}],"ownership":[{"label":"Willis Investment Uk Holdings Limited","detail":"Parent company of towers watson investment management limited in the 75% or more ownership band and a control person, since November 2024."},{"label":"Willis Towers Watson Sub Holdings Unlimited Company","detail":"Indirect owner: a parent company of Willis Investment Uk Holdings Limited in the 75% or more band and a control person, since December 2018.","parent":"Willis Investment Uk Holdings Limited"},{"label":"Willis Towers Watson PLC","detail":"Indirect owner: a parent company of Willis Towers Watson Sub Holdings Unlimited Company in the 75% or more band and a control person, since December 2018.","parent":"Willis Towers Watson Sub Holdings Unlimited Company"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402039322990","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"18 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168493/PDF/168493.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Towers Watson Investment Management Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Towers Watson Investment Management Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Towers Watson Investment Management Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Towers Watson Investment Management Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Towers Watson Investment Management Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}