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TOWERS WATSON INVESTMENT MANAGEMENT

Legal name: TOWERS WATSON INVESTMENT MANAGEMENT LIMITED

CRD 168493File 801-78668
APPROVED
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.32B
Top 10% of cohort (national)
Discretionary AUM
$24.32B
Clients
13
13 accounts
Employees
145

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Oct 18, 2013
Principal office
51 LIME STREET, LONDON, EC3M 7DQ
Phone
44 0203 932 2990

Assets & accounts

ADV Item 5F
Total regulatory AUM
$24.32B
Discretionary AUM
$24.32B
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$1.87B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$24.32B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees161145decreased by16
Apr 1, 2026AUM$23,920,000,000$24,323,000,000increased by$403,000,000
May 1, 2025
vs Oct 1, 2022
Employees53161increased by108
May 1, 2025
vs Oct 1, 2022
Clients1113increased by2
May 1, 2025
vs Oct 1, 2022
AUM$35,580,000,000$23,920,000,000decreased by$11,660,000,000
May 1, 2025
vs Oct 1, 2022
Accounts1113increased by2
Apr 1, 2022AUM$33,318,000,000$35,580,000,000increased by$2,262,000,000
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TOWERS WATSON” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWERS WATSON” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.