INVESCO MANAGEMENT S.A.
Firm details
- Headquarters
- LUXEMBOURG,
- CRD number
- 143238
- Registered since
- March 23, 2007
- Website
- www.invesco.com
- Custodians
- HSBC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles32.52%
- Corporations / Businesses31.53%
- Pension & Profit Sharing Plans25.54%
- Investment Companies10.4%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Invesco Management S.A. operates as a foreign-registered investment manager focused primarily on institutional mandates and pooled investment vehicles. The firm functions as a hedge fund manager and portfolio adviser to investment companies and other pooled structures, taking both discretionary mandates and managing sponsor/GP roles for pooled vehicles. Its fee framework mixes percentage-of-AUM, fixed fees and performance-based fees, consistent with hedge fund and institutional product lines. The firm identifies as an active ESG investor and maintains advisory relationships that span portfolio management for investment companies, pooled vehicles and institutional balance sheets. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded exposures for core allocations, while supplementing those with alternative strategies and private funds. Given its role as sponsor/manager of pooled vehicles and its custody relationships, Invesco Management S.A. appears set up to run multi-product solutions—separately managed accounts, pooled funds and a dedicated hedge fund vehicle.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Sovereign Bonds3%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
2 of 2ADRIAN MULRYAN
CEOCRD 6382156
ESA Kalliopuska
Chief Operating OfficerCRD 8243084
Contacts
3 of 5PAUL DUMITRESCU
DirectorCRD 5459699
Billyana Kuncheva
Non-Executive DirectorCRD 8154914
Richard Underwood
Investment DirectorCRD 8154568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LUXEMBOURG, null
Location
LUXEMBOURG, null
Headquartered in LUXEMBOURG, null.
- Address
- 37a Ave John F Kennedy
- Office locations
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