Mackenzie Investments Asia Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 285521
- Registered since
- December 6, 2016
- Website
- www.mackenzieinvestments.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles72.97%
- State / Municipal Government27.03%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mackenzie Investments Asia Limited operates as an institutional-focused investment manager that concentrates on equity allocations through pooled vehicles and mandates for businesses or institutions. The firm is set up as a corporation, registered with the SEC since 2016, and charges clients on a percentage-of-AUM fee basis. Its advisory activity emphasizes portfolio management for pooled investment vehicles and for institutional entities rather than retail or high-net-worth individuals. Mackenzie Investments Asia Limited does not identify as an active ESG investor. The firm’s structure and listed affiliations indicate capability beyond pure advisory work: relationships and roles tied to broker-dealer activity, trust and insurance company channels, and sponsoring pooled investment vehicles. That mix suggests the firm can act both as an allocator and as a sponsor/manager for pooled products directed at institutional investors.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Lesley Marks
Chief Investment OfficerCRD 7254800
Wai Ting Kwok
Chief Compliance OfficerCRD 7240790
Contacts
3 of 4
Nicholas Scott
SVP, Portfolio ManagerCRD 6727043

Sean Laphen
Regional DirectorCRD 7705897

Nicholas Westlind
Senior Vice President, Head of Business StrategyCRD 7345212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Suites 13111312 Two Pacific Pl 88 Queensway
- Office locations
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