Mackenzie Investments Europe Limited

RIASEC RegisteredEst. 2016
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$533M
Accounts
10
Employees
12
Advisory reps
6

Firm details

Headquarters
Dublin,
CRD number
284912
Registered since
August 31, 2016
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles98.16%
  • State / Municipal Government1.84%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mackenzie Investments Europe Limited is an institutional-focused investment adviser that manages pooled investment vehicles and institutional portfolios on a fee-for-assets basis. The firm concentrates on exchange-traded public equities as its primary liquid exposure and operates with a governance and product structure that supports sponsored pooled vehicles. It is not positioned as an ESG-driven investor. The adviser’s regulatory profile and industry affiliations indicate a broader operating footprint than a simple advisory-only shop: it is connected with broker-dealer, trust company, insurance company and sponsor roles, and it lists activities consistent with acting as sponsor or managing member of pooled investment vehicles. That structure points to a business model centered on institutional product manufacturing and portfolio management for other institutions or pooled funds rather than mass retail advisory relationships.

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Lesley Marks

    Lesley Marks

    Chief Investment OfficerCRD 7254800

  • Laura Moynihan

    Laura Moynihan

    Chief Compliance OfficerCRD 7705899

Contacts

3 of 4
  • Ciara Geoghegan

    DirectorCRD 8047217

  • David Coyle

    Chairman of the BoardCRD 6696421

  • Sean Laphen

    Sean Laphen

    Regional DirectorCRD 7705897

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dublin, null

Location

Dublin, null

Headquartered in Dublin, null.

Address
3 Shelbourne Buildings Crampton Ave
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth