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 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
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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