Western Asset Management Company Pte Ltd
- Regulatory AUM
- $2.8B
- Discretionary
- $1.8B
- Clients
- 10
- Avg AUM / client
- $280M
- Accounts
- 10
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Asset allocation (SMA assets by investment type)
as of Jul 13, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $704M | 25.1% |
| State or municipal government entities | 1 | $63.2M | 2.26% |
| Insurance companies | 4 | $2.0B | 71.2% |
| Corporations and other businesses | 1 | $39.2M | 1.4% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thor, Hui Kwoon, Shirlean | Finance Manager | Jan 2005 (22y) | Less than 5% | |
| Lee, Lip Sin, Alvin | Executive Director And Chief Compliance Officer | Jun 2011 (15y) | Less than 5% | |
| Boydston, Laura, Andrea | Non Executive Director | Mar 2017 (9y) | Less than 5% | |
| Dale, Michael | Chief Executive Officer And Executive Director | Apr 2019 (7y) | Less than 5% | |
| Hoffmann, Courtney, Ann | Non Executive Director | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Franklin Templeton Capital Holdings Private Limited | Sole Shareholder Of Applicant | Oct 2021 | A | 75% or more |
| Legg Mason, Inc. | Sole Shareholder | Jun 2021 | B | 75% or more of Etp Holdings (Cayman) Limited (indirect) |
| Etp Holdings (Cayman) Limited | Joint Shareholder | Oct 2021 | B | 75% or more of Templeton International, Inc. (indirect) |
| Templeton Worldwide, Inc. | Sole Shareholder | Oct 1992 | B | 75% or more of Legg Mason, Inc. (indirect) |
| Templeton International, Inc. | Joint Shareholder | Oct 2021 | B | 75% or more of Templeton Worldwide, Inc. (indirect) |
| Franklin Resources, Inc. | Sole Shareholder Of Legg Mason, Inc. | Jul 2020 | B | 75% or more of Legg Mason, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.36 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $1.5B (53% of AUM) Jul 2026
- Northern Trust $1.0B (25% of AUM) Dec 2024
- Brown Brothers Harriman & Co. $655M (10% of AUM) Oct 2021
- Hsbc $543M (19% of AUM) Jul 2026
- BNY Mellon $494M (9% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗