Fiduciary Trust International Ltd (London)

Fiduciary Trust International Ltd is a large advisory firm based in London. It manages $8.45 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

Fiduciary Trust International provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciary Trust International: assets under management

The assets under management (AUM) of Fiduciary Trust International Ltd is $8.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 260% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.45 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fiduciary Trust International Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fiduciary Trust International Ltd

William Young Yun has been acting as President since 1 Apr 2000. John Matthew Lusk joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Dean Cox	Director	1 May 1988	Other	4336871
Fiduciary Trust (International) S.A.	Owner	1 Jan 1991	75% - 100%	98-0224636
John William Beck	Director	1 Apr 1995	Other	4336604
Michael Orin Magdol	Director	1 Oct 1996	Other	1913943
David Eynon Smart	Chairman	1 Mar 1997	Other	4336601
William Young Yun	Director	1 Apr 2000	Other	1412123
Brian David Rowe	European chief compliance officer	1 Sep 2002	Other	4742082
John Matthew Lusk	Director	1 May 2003	Other	2820581
John Matthew Lusk	Director	1 Oct 2003	Other	2820581

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fiduciary International Holding	Owner	1 Jan 1991	75% - 100%	98-0224636
Fiduciary Investment Corporation	Owner	1 Jan 1991	75% - 100%	13-2657470
Fiduciary Trust Company International	Owner	1 Jan 1991	75% - 100%	13-5069335
Savings & Esop Fiduciary Trust Company International Profit Sharing	Owner	1 Jan 1991	25% - 50%	13-6720767
Fiduciary Trust Company International Deferred Compensation Plan	Owner	1 Jan 1991	25% - 50%	16-6420311
Inc. Franklin Resources	Shareholder	1 Apr 2001	75% - 100%	13-2670991

Based in London

The principal office where Fiduciary Trust International Ltd performs its advisory services is located at 45 Pall Mall, Times Place, London, Sw1 Y 5 Jg, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-44-20-7925-7171 or by fax 011-44-20-7839-7265. The normal business hours are 9:00am to 6:00pm on Monday - Friday.