Mawer Investment Management Ltd.

RIASEC RegisteredEst. 2012

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 Alberta,
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, corporate-structured registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm has been SEC-registered since 2012 and is owned by a combination of a foreign entity and individual owners. Its advisory model combines traditional percentage-of-AUM fees with performance-based compensation, reflecting a mix of managed accounts and pooled investment vehicles. Advisory capabilities extend beyond portfolio management for individuals and institutions to include financial planning, management of pooled vehicles, publication of investment commentary, and client education through seminars and workshops. Mawer identifies as an active ESG investor, and it also acts as an other financial product salesperson and sponsor/manager of pooled investment vehicles.