Clients
Towers Watson Investment Services serves 107 clients, 106 of them pension and profit-sharing plans. The average client has about $586 million with the firm.
- Pension and profit-sharing plans106 clients99%
- Pooled investment vehicles1 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $872,485,137 | 1.4% | $872.5M |
| Pension and profit-sharing plans | 106 | $61,795,082,631 | 98.6% | $583.0M |
| Total | 107 | $62,667,567,768 | 100% | $585.7M |
- Clients
- 1
- Regulatory AUM
- $872,485,137
- Share
- 1.4%
- Avg. per client
- $872.5M
- Clients
- 106
- Regulatory AUM
- $61,795,082,631
- Share
- 98.6%
- Avg. per client
- $583.0M
Total
- Clients
- 107
- Regulatory AUM
- $62,667,567,768
- Share
- 100%
- Avg. per client
- $585.7M
What it does
Towers Watson Investment Services provides portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing, educational seminars and other activities. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.
Towers Watson Investment Services advises 11 private funds.
86.9% of assets ($54.44B across 134 accounts) are managed with discretion; $8.22B across 4 accounts are not. 2% of clients are outside the U.S., and 174 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds27%
- Pooled vehicles26%
- Registered funds1%
- Bonds38%
- U.S. government and agency bonds25%
- Investment grade corporate bonds13%
- Cash10%
- Other24%
- Bank loans, non- agency- asset backed and mortgage backed securities, floating rate notes, and term loans.24%
Custodians
Towers Watson Investment Services’ client accounts are held mainly at State Street Bank & Trust, with 13% of managed assets, and The Northern Trust, with 11%. Towers Watson Investment Services has custody of $61.80B for 105 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $6.77B11%
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $8.10B13%
- All other custodians$47.79B76%
Ownership and leadership
Willis Towers Watson US LLC owns 75% or more of Towers Watson Investment Services.
- Owns 75% or more of Towers Watson Investment Services, Inc.
Willis Towers Watson US LLC
Control person · since January 1994
- Owns 75% or more of Willis Towers Watson US LLC
Towers Watson Delaware Holdings LLC
Control person · since January 2000
- Owns 75% or more of Towers Watson Delaware Holdings LLC
Willis US Holding Company, LLC
Control person · since January 2016
- Owns 75% or more of Willis US Holding Company, LLC
Willis North America , Inc
Control person · since January 2016
- Owns 75% or more of Willis North America , Inc
Willis Group Limited
Control person · since January 2016
- Owns 75% or more of Willis Group Limited
Trinity Acquisition PLC
Control person · since January 2016
- Owns 75% or more of Trinity Acquisition PLC
Willis Investment U.K. Holdings Limited
Control person · since January 2016
- Owns 75% or more of Willis Investment U.K. Holdings Limited
Willis Towers Watson Sub Holdings Unlimited Company (ireland)
Control person · since January 2016
- Owns 75% or more of Willis Towers Watson Sub Holdings Unlimited Company (ireland)
Willis Towers Watson Public Limited Company
Control person · since January 2016
Leadership
- Nimisha SrivastavaDirector, President
- Klotilda MalkoChief Financial Officer and Treasurer
- Paul MartinDirector, Chief Operating Officer
- Dragan LazichChief Compliance Officer
- Adina DavisSecretary
- Jonathan PlinerDirector, Chief Investment Officer
- Andrew RemijasMoney Laundering Responsible Officer
Staff
- 239 employees
- 233 in advisory functions
- 8 state-registered reps
- 18 broker-dealer reps
Fees
Towers Watson Investment Services is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.
Towers Watson Investment Services’ 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 Services has 14 offices (1 private residence, listed without an address), with 14 listed addresses across 12 states.
New York · 2 listed addresses
- 12 E. 49th Street, New York
- 200 Liberty Street, New York
Pennsylvania · 2 listed addresses
- One PPG Place, Pittsburgh
- 1900 Market Street, Philadelphia
Connecticut · 1 listed address
- 3001 Summer Street, Stamford
Florida · 1 listed address
- 4301 West Boy Scout BLVD, Tampa
Georgia · 1 listed address
- 5 Concourse Parkway, Atlanta
Illinois · 1 listed address
- 233 South Wacker Drive, Suite 1800, ChicagoHQ
Massachusetts · 1 listed address
- 75 Arlington Street, Boston
Michigan · 1 listed address
- 26555 Evergreen Road, Southfield
New Jersey · 1 listed address
- 101 JFK Parkway, Short Hills
North Carolina · 1 listed address
- 1120 South Tryon ST, Charlotte
Ohio · 1 listed address
- 205 West Fourth ST., Cincinnati
Washington · 1 listed address
- 600 University Street, Seattle
Registration details
- Legal name
- Towers Watson Investment Services, Inc.
- Headquarters
- 233 South Wacker Drive, Suite 1800, Chicago, IL 60606
- Phone
- 312-288-7700
- Website
- Not reported
- SEC file
- 801-46008
- Structure
- Delaware corporation
- 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 Services have?
Towers Watson Investment Services has 107 clients and manages $62.7 billion for them, as of July 2026. They include 106 pension and profit-sharing plans and 1 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Towers Watson Investment Services offer?
Towers Watson Investment Services provides portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Towers Watson Investment Services use?
Towers Watson Investment Services’ separately managed account assets are held at State Street Bank & Trust Company (Boston, MA), with $8,104,705,492 and The Northern Trust Company (Chicago, IL), with $6,774,407,027. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Towers Watson Investment Services have?
Towers Watson Investment Services has 8 investment adviser representatives registered with state securities authorities, out of 239 employees, and 233 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are 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 Towers Watson Investment Services invest in?
At the end of its last fiscal year, Towers Watson Investment Services’ separately managed accounts held 26% pooled vehicles (private funds and similar), 25% U.S. government and agency bonds, 24% bank loans, non- agency- asset backed and mortgage backed securities, floating rate notes, and term loans., 13% investment grade corporate bonds, 10% cash and equivalents, 1% exchange-traded equities and 1% registered funds (mutual funds, ETFs, BDCs). It advises 11 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 Towers Watson Investment Services?
Towers Watson Investment Services is owned through a chain of holding companies by Willis Towers Watson Public Limited Company. Its direct owner is Willis Towers Watson US LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Towers Watson Investment Services get paid?
Towers Watson Investment Services is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file