MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED

RIASEC RegisteredEst. 2015
Total AUM
$160B
Discretionary
$160B
100% of AUM
Avg account
$621M
Accounts
258
Employees
247
Advisory reps
6

Firm details

Headquarters
SYDNEY,
CRD number
277065
Registered since
November 25, 2015
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, BNP PARIBAS SECURITIES CORP.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Sovereign Wealth Funds46.1%
  • Pooled Investment Vehicles25.59%
  • Corporations / Businesses12.15%
  • State / Municipal Government12.08%
  • Investment Companies2.51%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Macquarie Investment Management Global Limited operates as a corporate asset manager focused on institutional mandates and pooled investment vehicles. The firm shows a clear tilt toward equity exposure and exchange-traded instruments as core building blocks, while also running dedicated pooled products and strategies for investment companies and institutions. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles and business/institution clients, and the firm employs a mix of fee structures — percentage of AUM, fixed fees and performance-based fees — to align with differing client and product economics. The firm is not positioned as an active ESG investor and has a broad set of industry affiliations spanning broker-dealer and custody relationships to sponsorship and management roles for pooled vehicles. Its allocation approach blends liquid public market exposure with longer-duration private market commitments, reflecting an institutional investor profile that integrates both core public equity exposures and alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Other 21%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 8%, Sovereign Bonds 7%, State & Local Bonds 5%48%
  • Exchange Traded Equities48%
  • Other21%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds8%
  • Sovereign Bonds7%

Owners & executives

1 of 1
  • LEE BINKS

    Chief Compliance OfficerCRD 5827392

Contacts

3 of 5
  • SCOT THOMPSON

    DirectorCRD 7145726

  • Christopher Hurst

    Head of ProductCRD 8017860

  • Monique Gavegan

    Portfolio ManagerCRD 7700743

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SYDNEY, null

Location

SYDNEY, null

Headquartered in SYDNEY, null.

Address
Level 1 1 Elizabeth St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth