Private fund adviser · London, United Kingdom
Towers Watson Investment Management
Towers Watson Investment Management Limited · SEC-registered investment adviser · CRD 168493 · SEC 801-78668
At a glance
Towers Watson Investment Management is an SEC-registered investment adviser based in London, United Kingdom, with $24.3 billion in regulatory assets under management as of its Form ADV filed June 18, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 307th of 4,686 private fund advisers and 764th of 17,210 SEC-registered advisers by assets.
Main office +4402039322990wtwco.comAs filed on Form ADV
- Regulatory AUM
- $24B
- Rank among private fund advisers
- #307 of 4,686
- Rank among all SEC RIAs
- #764 of 17,210
- Clients
- 13
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 145
- Advisory staff
- 18
- Offices
- 3
Owners and executives on its Form ADV
- Paul C. BerrimanDirector
- Mark CalnanDirector
- Debra McDonaghDirector
- Ellie ChinneryChief Compliance Officer
Custody and brokerage
Custodian
Towers Watson Investment Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 13 | $24B | 100% |
Private funds
Towers Watson Investment Management reports 3 private funds with $4.6B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Towers Watson Investment Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗wtwco.com ↗
AtlasMembers
The full record on Towers Watson Investment Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 580 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Towers Watson Investment Management manage?
Towers Watson Investment Management reports $24.3 billion in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 18, 2026.
What kind of firm is Towers Watson Investment Management?
Towers Watson Investment Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Towers Watson Investment Management’s clients?
By assets, its largest client types are pooled investment vehicles ($24.3 billion, 13 clients).
Does Towers Watson Investment Management manage private funds?
Yes. It reports 3 private funds with $4.6 billion in gross assets, including hedge funds.
Does Towers Watson Investment Management have any disciplinary history?
Towers Watson Investment Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Towers Watson Investment Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →