IMPAX ASSET MANAGEMENT, LTD.

RIASEC RegisteredEst. 2008
Total AUM
$25.8B
Discretionary
$24.4B
95% of AUM
Avg account
$37.7M
Accounts
686
Employees
165
Advisory reps
4

Firm details

Headquarters
LONDON,
CRD number
143247
Registered since
January 7, 2008
Custodians
BNP PARIBAS SECURITIES CORP., HSBC, THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.74%
  • Investment Companies8.69%
  • Other Investment Advisers6.07%
  • State / Municipal Government5.67%
  • Other5.4%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Impax Asset Management, Ltd. is an investment adviser with a clear tilt toward equities and ESG-aware strategies. The firm serves both individual and family clients as well as institutional investors, offering discretionary portfolio management across separate accounts, pooled vehicles and investment companies. Impax combines a traditional equity focus with active environmental, social and governance (ESG) integration — the firm is flagged as an active ESG investor — and deploys manager or strategy allocations that reflect that emphasis. Fee arrangements include percentage-of-AUM charging together with performance-based fees on select mandates, indicating a blend of core advisory relationships and incentive-aligned strategies for higher-conviction mandates. Advisory capabilities span direct portfolio management for individuals and businesses, management of pooled investment vehicles and investment company portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 96%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 1%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents3%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • IAN SIMM

    Founder & CEOCRD 5298088

  • Karen Cockburn

    Chief Financial OfficerCRD 7674567

  • Darren Johnson

    Group Chief Operating OfficerCRD 8203575

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
7th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth