MAWER INVESTMENT MANAGEMENT LTD.

RIASEC RegisteredEst. 2012

Total AUM

$40.9B

Discretionary

$40.3B

98% of AUM

Avg account

$3.2M

Accounts

12,669

Employees

278

Advisory reps

Firm details

Headquarters: CALGARY ALBERTA,
CRD number: 159100
Registered since: March 19, 2012
Website: www.mawer.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles48.75%
Pension & Profit Sharing Plans12.19%
Corporations / Businesses10.44%
HNWI7.59%
Charitable Organizations7.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mawer Investment Management Ltd. is an independent registered investment adviser that combines discretionary portfolio management with financial planning and educational activities. The firm serves both individual/family and institutional clients and reports fee arrangements that include asset-based fees and performance-linked fees. Mawer is active on ESG considerations and publishes investment commentary and runs seminars in addition to managing pooled vehicles and investment companies. The firm’s business footprint includes acting as a sponsor or general partner of pooled investment vehicles while also distributing other financial products. Its advisory scope covers portfolios for individuals and small businesses, as well as for pooled vehicles and institutional clients, indicating a mix of direct portfolio management and fund management responsibilities.