FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED
Adviser information for FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 172 |
|---|---|
| Investment Advisory/Research | 50 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 129 | $25.3B |
| Non-Discretionary | 0 | $0 |
| Total | 129 | $25.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $21,426 |
| Banking or thrift institutions | 7 | $6.8B |
| Investment companies | 7 | $1.1B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 93 | $12.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $37.4M |
| State or municipal gov entities | <5 | $974.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $825.4M |
| Sovereign wealth funds and foreign official institutions | <5 | $828.6M |
| Corporations or other businesses | 13 | $1.3B |
| Other | 5 | $1.6B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 89 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPORTFOLIO MANAGEMENT FOR FUNDS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
CANNON PLACE, 78 CANNON STREETLONDON
United Kingdom
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 00442070738500, Fax: 00442070738700
Websites
franklintempletontalkingmarkets.libsyn.com
soundcloud.com/franklintempleton
www.linkedin.com/company/franklin-templeton
twitter.com/fti_global
www.franklintempleton.fi
instagram.com/franklintempleton
www.franklintempleton.no
www.franklintempleton.com.pt
www.franklintempleton.co.uk
www.youtube.com/user/franklinresourcestv
www.nextstepfunds.com/nextstep-en-gb/investor/home
www.xing.com/xbp/pages/franklin-templeton-investment-services-gmbh/tabs/2
www.franklintempleton.ro
www.franklintempleton.com
www.franklintempleton.dk/
www.franklintempleton.com.es
www.franklintempleton.se
www.facebook.com/franklintempleton/
www.tiktok.com/@franklintempleton
twitter.com/fti_germany
www.twitter.com/fti_nederland
twitter.com/fti_nordic
twitter.com/fti_spain
www.fondulproprietatea.ro
twitter.com/fti_emerging
www.franklintempleton.nl
twitter.com/temit
www.franklintempletonnordic.com/
Chief Compliance Officer
STEWART BROWN
DIRECTOR GLOBAL COMPLIANCE
5 MORRISON STREET
LEVEL 2
EDINBURGH
United Kingdom
Tel:
(0044) 131-270-3803
S***********@********************M
(Full email address available in API data)
Industry Affiliates
| ALCENTRA LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| ALCENTRA NY, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BENEFIT STREET PARTNERS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD | Other investment adviser, including financial planners |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BSP CLO MANAGEMENT LLC | Other investment adviser, including financial planners |
| CLARION PARTNERS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| CLARION PARTNERS EMEA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLARION PARTNERS EUROPE (U.K.) LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS EUROPE LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS (HK), LTD. | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS, LTD | Other investment adviser, including financial planners |
| DARBY OVERSEAS PARTNERS, L.P. | Other investment adviser, including financial planners |
| FIDUCIARY TRUST COMPANY INTERNATIONAL | Trust company |
| FIDUCIARY TRUST COMPANY OF CANADA | Other investment adviser, including financial plannersTrust company |
| FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH | Commodity pool operator or commodity trading advisorTrust company |
| FIDUCIARY TRUST INTERNATIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISERS, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISORY SERVICES, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN BSP CAPITAL ADVISER LLC | Other investment adviser, including financial planners |
| FRANKLIN BSP LENDING ADVISER, L.L.C. | Other investment adviser, including financial planners |
| FRANKLIN DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FRANKLIN MUTUAL ADVISERS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON AUSTRALIA LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INSTITUTIONAL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON INSTITUTIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENTS CORP. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON JAPAN CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | Other investment adviser, including financial planners |
| FTC INVESTOR SERVICES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| K2 ADVISORS, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| K2/D&S MANAGEMENT CO., L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA | Other investment adviser, including financial planners |
| LEXINGTON ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEXINGTON PARTNERS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ROYCE FUND SERVICES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ROYCE INVESTMENT PARTNERS | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON GLOBAL ADVISORS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON HANA ASSET MANAGEMENT CO., LTD | Other investment adviser, including financial planners |
| TEMPLETON INVESTMENT COUNSEL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTERN ASSET MANAGEMENT COMPANY | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE T�TULOS E VALO | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LIMITED | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTY LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALTERNATIVE STRATEGIES (FT) LTD. | Hedge Fund | $1.0M | $0.0M | 1 |
| CASSINI PARTNERS, L.P. | Hedge Fund | $150.0M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Domestic Entity | LEGG MASON, INC. | PARENT CORPORATION | 07/2020 | > 75% |
| FRANKLIN TEMPLETON GLOBAL INVESTORS LIMITED | Foreign Entity | – | PARENT CORPORATION OF REGISTRANT | 10/1992 | > 75% |
| TEMPLETON INTERNATIONAL, INC. | Domestic Entity | FRANKLIN TEMPLETON GLOBAL INVESTORS LTD. | PARENT CORPORATION | 10/1992 | > 75% |
| TEMPLETON WORLDWIDE, INC. | Domestic Entity | TEMPLETON INTERNATIONAL, INC. | PARENT CORPORATION | 10/1992 | > 75% |
| GILBEY, MARTYN, CHRISTOPHER | Individual | – | CHIEF EXECUTIVE OFFICER & DIRECTOR | 01/2018 | < 5% |
| COLLINS, PAUL, MICHAEL | Individual | – | DIRECTOR | 05/2019 | < 5% |
| SHANEYFELT, GWEN, LOUISE | Individual | – | DIRECTOR | 05/2019 | < 5% |
| LEGG MASON, INC. | Domestic Entity | TEMPLETON WORLDWIDE, INC. | SHAREHOLDER | 06/2021 | > 75% |
| LEGG MASON GLOBAL HOLDINGS LTD | Foreign Entity | FRANKLIN TEMPLETON GLOBAL INVESTORS LIMITED | PARENT | 06/2021 | > 75% |
| ETP HOLDINGS (CAYMAN) LIMITED | Foreign Entity | LEGG MASON GLOBAL HOLDINGS LTD | SHAREHOLDER | 06/2021 | > 75% |
| MERCHANT, THOMAS, CLIFTON | Individual | – | CHIEF LEGAL OFFICER | 05/2022 | < 5% |
| WILSON, EUAN, ANGUS | Individual | – | DIRECTOR | 08/2022 | < 5% |
| ANDERSON, NIGEL, JOHN | Individual | – | DIRECTOR | 08/2022 | < 5% |
| Murray, Elinor, Margaret | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2024 | < 5% |