Towers Watson Investment Management Limited
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 168493
· SEC file 801-78668
· London
· WTWCO.COM
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $24.3B
- Discretionary
- $24.3B
- Clients
- 13
- Avg AUM / client
- $1.9B
- Accounts
- 13
- Employees
- 145
AUM over time
$1.1B
$35.6B
Oct 2013
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $24.3B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $6.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Towers Watson Alternative Credit Master Fund master | Hedge Fund | Ireland | $4.3B | 87 |
| Towers Watson Hedge Advantage Master Fund master | Hedge Fund | Ireland | $1.3B | 25 |
| Towers Watson Diversifying Strategies Master Fund master | Hedge Fund | Ireland | $561M | 48 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berriman, Paul, Christopher | Director | Feb 2006 (21y) | Less than 5% | |
| Calnan, Mark | Director | Aug 2020 (6y) | Less than 5% | |
| Mc Donagh, Debra | Director | Oct 2022 (4y) | Less than 5% | |
| Chinnery, Ellie | Chief Compliance Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Towers Watson Global Limited | Parent Company Of Towers Watson Investment Management Limited | Jun 2013 | A | 75% or more |
| Towers Watson Global Holdings Limited | Parent Company | Feb 2012 | B | ≈ 56.25% – 100% via Towers Watson Global Limited |
| Watson Wyatt International Inc. | Parent Company | Feb 2012 | B | ≈ 42.19% – 100% via Towers Watson Global Holdings Limited |
| Towers Watson Delaware Inc. | Parent Company | Jun 1996 | B | ≈ 42.19% – 100% via Towers Watson Global Holdings Limited |
| Towers Watson Delaware Holdings Llc | Parent Company | Jan 2007 | B | ≈ 23.73% – 100% via Willis Towers Watson Us Llc |
| Towers Watson & Co. | Parent Company | Jan 2010 | B | ≈ 31.64% – 100% via Watson Wyatt International Inc. |
| Ta I Limited | Parent Company | Dec 2018 | B | ≈ 3.17% – 100% via Willis Towers Watson Uk Holdings Limited |
| Willis Investment Uk Holdings Limited | Parent Company | Dec 2018 | B | ≈ 2.38% – 100% via Ta I Limited |
| Willis Netherlands Holdings B.V. | Parent Company | Dec 2018 | B | ≈ 1.78% – 100% via Willis Investment Uk Holdings Limited |
| Willis Towers Watson Sub Holdings Unlimited Company | Parent Company | Dec 2018 | B | ≈ 1.34% – 100% via Willis Netherlands Holdings B.V. |
| Willis Towers Watson Plc | Parent Company | Dec 2018 | B | ≈ 1% – 100% via Willis Towers Watson Sub Holdings Unlimited Company |
| Willis Us Holding Company Llc | Parent Company | Dec 2018 | B | ≈ 13.35% – 100% via Wtw Delaware Holdings Llc |
| Towers Watson Global Limited | Parent Company | Dec 2018 | B | ≈ 56.25% – 100% via Towers Watson Global Limited |
| Willis Towers Watson Us Llc | Parent Company | Dec 2018 | B | ≈ 31.64% – 100% via Watson Wyatt International Inc. |
| Wtw Delaware Holdings Llc | Parent Company | Dec 2018 | B | ≈ 17.8% – 100% via Towers Watson Delaware Holdings Llc |
| Willis North America Inc | Parent Company | Dec 2018 | B | ≈ 10.01% – 100% via Willis Us Holding Company Llc |
| Willis Group Limited | Parent Company | Dec 2018 | B | ≈ 7.51% – 100% via Willis North America Inc |
| Trinity Acquisition Plc | Parent Company | Dec 2018 | B | ≈ 5.63% – 100% via Willis Group Limited |
| Willis Towers Watson Uk Holdings Limited | Parent Company | Dec 2018 | B | ≈ 4.22% – 100% via Trinity Acquisition Plc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Towers Watson Global Holdings Limited: 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Watson Wyatt International Inc.: 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Towers Watson Delaware Inc.: 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Towers Watson Delaware Holdings Llc: 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Towers Watson & Co.: 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ta I Limited: 75% – 100% of Willis Towers Watson Uk Holdings Limited × 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 3.17% – 100% of the firm
- Willis Investment Uk Holdings Limited: 75% – 100% of Ta I Limited × 75% – 100% of Willis Towers Watson Uk Holdings Limited × 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 2.38% – 100% of the firm
- Willis Netherlands Holdings B.V.: 75% – 100% of Willis Investment Uk Holdings Limited × 75% – 100% of Ta I Limited × 75% – 100% of Willis Towers Watson Uk Holdings Limited × 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 1.78% – 100% of the firm
- Willis Towers Watson Sub Holdings Unlimited Company: 75% – 100% of Willis Netherlands Holdings B.V. × 75% – 100% of Willis Investment Uk Holdings Limited × 75% – 100% of Ta I Limited × 75% – 100% of Willis Towers Watson Uk Holdings Limited × 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 1.34% – 100% of the firm
- Willis Towers Watson Plc: 75% – 100% of Willis Towers Watson Sub Holdings Unlimited Company × 75% – 100% of Willis Netherlands Holdings B.V. × 75% – 100% of Willis Investment Uk Holdings Limited × 75% – 100% of Ta I Limited × 75% – 100% of Willis Towers Watson Uk Holdings Limited × 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 1% – 100% of the firm
- Willis Us Holding Company Llc: 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Towers Watson Global Limited: 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Willis Towers Watson Us Llc: 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Wtw Delaware Holdings Llc: 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Willis North America Inc: 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Willis Group Limited: 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 7.51% – 100% of the firm
- Trinity Acquisition Plc: 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 5.63% – 100% of the firm
- Willis Towers Watson Uk Holdings Limited: 75% – 100% of Trinity Acquisition Plc × 75% – 100% of Willis Group Limited × 75% – 100% of Willis North America Inc × 75% – 100% of Willis Us Holding Company Llc × 75% – 100% of Wtw Delaware Holdings Llc × 75% – 100% of Towers Watson Delaware Holdings Llc × 75% – 100% of Willis Towers Watson Us Llc × 75% – 100% of Watson Wyatt International Inc. × 75% – 100% of Towers Watson Global Holdings Limited × 75% – 100% of Towers Watson Global Limited × 75% – 100% direct ≈ 4.22% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $6.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Towers Watson Alternative Credit Master Fund | Hedge Fund | $4.3B | $10.0M | 87 |
| Towers Watson Hedge Advantage Master Fund | Hedge Fund | $1.3B | $10.0M | 25 |
| Towers Watson Diversifying Strategies Master Fund | Hedge Fund | $561M | $5.0M | 48 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗