Manulife Investment Management (North America) Limited

RIASEC RegisteredEst. 2003
Total AUM
$378M
Discretionary
$378M
100% of AUM
Avg account
$75.6M
Accounts
5
Employees
429
Advisory reps
5

Firm details

Headquarters
Toronto On,
CRD number
125142
Registered since
March 20, 2003
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Insurance Companies100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manulife Investment Management (North America) Limited is an institutional registered investment adviser that provides portfolio management services for businesses and other institutions. The firm operates on a fee model charged as a percentage of assets under management and is organized as a corporation with foreign and individual ownership ties. It is registered with the SEC and identifies itself as an active ESG investor. The firm also conducts CPO/CTA activities and lists a range of industry affiliations that include broker-dealer relationships, trust and banking connections, insurance company links, and roles as sponsor or manager of pooled investment vehicles.

Assets & Accounts

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: US Government Bonds 48%, Exchange Traded Equities 43%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 1%48%
  • US Government Bonds48%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds1%

Owners & executives

2 of 2
  • Mamta Sethi

    Chief Information OfficerCRD 7844077

  • Christopher Walker

    Christopher Walker

    Chief Compliance OfficerCRD 4302554

Contacts

3 of 3
  • Amirali Assef

    Global Head of Investment RiskCRD 7962017

  • James Bogle

    James Bogle

    AVPCRD 7344902

  • Rebecca Hayes

    Senior CounselCRD 7523574

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

Toronto On, null

Location

Toronto On, null

Headquartered in Toronto On, null.

Address
200 Bloor St E
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth