Mackenzie Investments Europe Limited

RIASEC RegisteredEst. 2016
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$533M
Accounts
10
Employees
12
Advisory reps
6

Firm details

Headquarters
Dublin,
CRD number
284912
Registered since
August 31, 2016
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles98.16%
  • State / Municipal Government1.84%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mackenzie Investments Europe Limited is a corporation that operates as an institutional registered investment adviser, registered with the SEC in 2016. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and on managing portfolios for businesses or other institutions. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. The company maintains relationships across the financial services ecosystem: its filings note affiliations or activities that touch broker-dealers, other investment advisers, commodity pool/operator activity, trust companies, insurance companies, and sponsorship or management roles for pooled investment vehicles and limited partnerships. That mix of affiliations is consistent with a firm that both manages assets and sponsors or advises pooled products for institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Lesley Marks

    Lesley Marks

    Chief Investment OfficerCRD 7254800

  • Laura Moynihan

    Laura Moynihan

    Chief Compliance OfficerCRD 7705899

Contacts

3 of 4
  • Ciara Geoghegan

    DirectorCRD 8047217

  • David Coyle

    Chairman of the BoardCRD 6696421

  • Sean Laphen

    Sean Laphen

    Regional DirectorCRD 7705897

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dublin, null

Location

Dublin, null

Headquartered in Dublin, null.

Address
3 Shelbourne Buildings Crampton Ave
Office locations

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