Macquarie Investment Management Global Limited

RIASEC RegisteredEst. 2015
Total AUM
$187B
Discretionary
$187B
100% of AUM
Avg account
$840M
Accounts
223
Employees
227
Advisory reps
6

Firm details

Headquarters
Sydney,
CRD number
277065
Registered since
November 25, 2015
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, BNP PARIBAS SECURITIES CORP.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Sovereign Wealth Funds41.96%
  • Corporations / Businesses35.68%
  • Pooled Investment Vehicles13.04%
  • Insurance Companies6.94%
  • Investment Companies2.38%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Macquarie Investment Management Global Limited is an institutional registered investment adviser organized as a corporation with foreign ownership characteristics. The firm focuses on portfolio management for investment companies, pooled investment vehicles and for businesses or other institutional clients. Its client base and business model are institutional in scope; fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm operates with a range of institutional affiliations and capabilities: broker‑dealer relationships, registered municipal-advisor and security‑based swap dealer roles, commodity and futures sponsors or intermediaries (CPO/CTA, FCM), banking and trust company relationships, insurance company activity, real estate brokerage, and sponsor or manager roles for limited partnerships and other pooled vehicles. The firm is not identified as an active ESG investor in the provided data.

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 48%, Other 21%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 8%, Sovereign Bonds 7%, State & Local Bonds 5%48%
  • Exchange Traded Equities48%
  • Other21%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds8%
  • Sovereign Bonds7%

Owners & executives

1 of 1
  • Lee Binks

    Chief Compliance OfficerCRD 5827392

Contacts

3 of 5
  • Scot Thompson

    Scot Thompson

    DirectorCRD 7145726

  • Christopher Hurst

    Head of ProductCRD 8017860

  • Monique Gavegan

    Monique Gavegan

    Portfolio ManagerCRD 7700743

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Sydney, null

Location

Sydney, null

Headquartered in Sydney, null.

Address
Level 1 1 Elizabeth St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth