Towers Watson Investment Management Limited

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Towers Watson Investment Management Limited ✚
CRD #	168493
SEC #	801-78668
CIK #	0001470215
AUM	24.32 B (2026-06-18)
Employees	145 (12% Investors, 0% Brokers)
Phone	4402039322990
Address	51 Lime Street London, United Kingdom
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Towers Watson Partners Master Fund	2016-03-30		3,642.0 M
HF	Towers Watson Global Equity Focus Master Fund	2015-09-25		3,271.1 M
HF	Towers Watson Alternative Credit Master Fund	[2013-10-03]	486.2 M	3,735.6 M
	Filed 2025-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Towers Watson Diversifying Strategies Master Fund	[2013-10-03]	919.1 M	281.6 M
	Filed 2025-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Towers Watson Hedge Advantage Master Fund	[2013-10-03]	564.7 M	586.3 M
	Filed 2025-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	24.3
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	13	24.3
By Discretionary
Discretionary	13	24.3
Non-Discretionary	0	0.0
Total	13	24.3
By Non-United States Persons
Non-United States Persons		24.3
United States Persons		0.0
Total	13	24.3

Form D Directors	Role	# Filings	# Firms
Victoria Parry	Director	47	11
Teddy Otto	Director	18	6
Sarah Murphy	Director	14	5
Elizabeth Beazley	Director	8	4
Christopher Ford	Director	9	3
Carl Hess	Director	5	3
Gerry Grimes	Director	5	3
Neil Clifford	Director	4	3
Paul Martin	Executive Officer	73	2
Sanjay Ghosh	Executive Officer	4	2
Paul Berriman	Director	3	1
Jacqueline O'Connor	Director	3	1
Carne Global Fund Managers Ltd	Executive Officer	3	1
Sanjoy Ghosh	Executive Officer	3	1
Ellie Chinnery	Executive Officer	3	1
Towers Watson Investment Management Limited	Executive Officer	3	1
Aleda Anderson	Director	3	1
Christophe Douche	Director	3	1
Towers Watson Investment Management Ireland Limited	Executive Officer	3	1
NJ Whelan	Director	3	1
Jerry Grimes	Director	2	1
Neal Clifford	Director	1	1

EDGAR Form	CIK	2011 - 2026
10-K	[0001470215]
10-Q	[0001470215]
3	[0001470215]
4	[0001470215]
5	[0001470215]
8-K	[0001470215]
SC 13D	[0001470215]
SC 13G	[0001470215]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Towers Watson & Co	Willis Group Holdings PLC	[2015-07-07]
Capital Research Global Investors	Towers Watson & Co	[2014-06-10]
Vanguard Group Inc	Towers Watson & Co	[2014-02-12]
BlackRock Inc	Towers Watson & Co	[2013-01-30]
BlackRock Inc	Towers Watson & Co	[2012-02-09]

Firm Profile (Form ADV)
Discretionary AUM	$2.0B
Clients	13 (100 non-US)
Serves	Institutional
Fund Types	Hedge Fund

Form 3/4/5 Subject	2011 - 2026
Zeller Wilhelm
Towers Watson & Co
Ganzi Victor F
ONeill Brendan R
Rabbitt Linda D
Ray Gilbert T
Thomas Paul D
Davies Susan Dorrance
Stone Heisz Leslie
Thomson Michael M
View All

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price
Towers Watson & Co TW Restricted Stock Unit Dividend · derivative	2016-01-04	Option exercise	763.82	$0.00
Towers Watson & Co TW Restricted Stock Unit · derivative	2016-01-04	Disposed to issuer	1,530.71	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	180
Towers Watson & Co TW Class A Common Stock	2016-01-04	Option exercise	122.97	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	4,977.08
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	25,109.97
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	5,550
Towers Watson & Co TW Class A Common Stock	2016-01-04	Option exercise	245.54	$0.00
Towers Watson & Co TW Restricted Stock Unit Dividend · derivative	2016-01-04	Option exercise	175.02	$0.00
Towers Watson & Co TW Restricted Stock Unit Dividend · derivative	2016-01-04	Option exercise	119.84	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	27,764.98
Towers Watson & Co TW Stock Option- Right to Buy · derivative	2016-01-04	Disposed to issuer	50,367	$0.00
Towers Watson & Co TW Restricted Stock Unit · derivative	2016-01-04	Disposed to issuer	1,113.69	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Option exercise	319.58	$0.00
Towers Watson & Co TW Stock Option- Right to Buy · derivative	2016-01-04	Grant	16,171	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Option exercise	763.82	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	25,007.57
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	17,359.75
Towers Watson & Co TW Restricted Stock Unit Dividend · derivative	2016-01-04	Option exercise	763.82	$0.00
Towers Watson & Co TW Class A Common Stock	2016-01-04	Disposed to issuer	14,827.21
showing 20 of 200 most recent transactions

Comparable Firms	State	AUM
Pershing Square Capital Management LP ✚	NY	25.06 B
The Baupost Group LLC ✚	MA	24.68 B
Fundsmith Investment Services Limited ✚		24.58 B
Arga Investment Management LP ✚	CT	24.57 B
Gabelli Funds LLC ✚	NY	24.55 B
Pictet Asset Management Limited ✚		24.40 B
Colchester Global Investors Ltd ✚		23.95 B
Systematica Investments Limited ✚		23.79 B
Moore Capital Management LP ✚	NY	23.70 B
Twentyfour Asset Management US LP ✚	NY	23.48 B

Towers Watson Investment Management Limited

Assets, Funds, Holdings