Mackenzie Investments Europe Limited
Firm details
- Headquarters
- Dublin,
- CRD number
- 284912
- Registered since
- August 31, 2016
- Website
- www.mackenzieinvestments.com
- 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
FINTRXOverview
Mackenzie Investments Europe Limited is a corporation that operates as an institutional registered investment adviser, registered with the SEC in 2016. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and on managing portfolios for businesses or other institutions. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. The company maintains relationships across the financial services ecosystem: its filings note affiliations or activities that touch broker-dealers, other investment advisers, commodity pool/operator activity, trust companies, insurance companies, and sponsorship or management roles for pooled investment vehicles and limited partnerships. That mix of affiliations is consistent with a firm that both manages assets and sponsors or advises pooled products for institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Lesley Marks
Chief Investment OfficerCRD 7254800

Laura Moynihan
Chief Compliance OfficerCRD 7705899
Contacts
3 of 4Ciara Geoghegan
DirectorCRD 8047217
David Coyle
Chairman of the BoardCRD 6696421

Sean Laphen
Regional DirectorCRD 7705897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dublin, null
Location
Dublin, null
Headquartered in Dublin, null.
- Address
- 3 Shelbourne Buildings Crampton Ave
- Office locations
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