Mawer Investment Management Ltd.

RIASEC Registered

Total AUM

$40.9B

Discretionary

$40.3B

98% of AUM

Avg account

$3.2M

Accounts

12,669

Employees

278

Advisory reps

Firm details

Headquarters: Calgary,
CRD number: 159100
Registered since: March 19, 2012
Website: www.mawer.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles48.75%
Pension & Profit Sharing Plans12.19%
Corporations / Businesses10.44%
HNWI7.59%
Charitable Organizations7.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mawer Investment Management Ltd. is an independent registered investment adviser that has been SEC-registered since 2012. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and performance-based fees. Its advisory remit spans financial planning, portfolio management across individual accounts and pooled vehicles, management for investment companies, publication of investment commentary, and client education through seminars and workshops. Mawer identifies as an active ESG investor and is involved in other financial-product distribution and sponsor/manager roles for pooled investment vehicles. Ownership is listed as a combination of a foreign entity and individuals.