Mackenzie Investments Asia Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 285521
- Registered since
- December 6, 2016
- Website
- www.mackenzieinvestments.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles72.97%
- State / Municipal Government27.03%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mackenzie Investments Asia Limited is an institutional registered investment adviser that focuses on managing assets for institutional clients. The firm is organized as a corporation and has been SEC-registered since 2016. Its business model charges fees calculated as a percentage of assets under management and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. The firm is not identified as an active ESG investor and is not structured as a multi-state or newly formed adviser. The organization reports an owner structure described as foreign entity/individual and lists a range of industry affiliations, including relationships with broker-dealers, other investment advisers, CPO/CTA activity, trust companies, insurance companies, and roles as a sponsor or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Lesley Marks
Chief Investment OfficerCRD 7254800
Wai Ting Kwok
Chief Compliance OfficerCRD 7240790
Contacts
3 of 4
Nicholas Scott
SVP, Portfolio ManagerCRD 6727043

Sean Laphen
Regional DirectorCRD 7705897

Nicholas Westlind
Senior Vice President, Head of Business StrategyCRD 7345212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Suites 13111312 Two Pacific Pl 88 Queensway
- Office locations
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