Mackenzie Investments Europe Limited (Dublin)

Mackenzie Investments Europe Limited is a large advisory firm based in Dublin. It manages $4.64 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2019.

Mackenzie Investments Europe Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mackenzie Investments Europe Limited: assets under management

The assets under management (AUM) of Mackenzie Investments Europe Limited is $4.64 billion, all of which is managed in discretionary accounts. $4.44 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.64 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.72 million each.

Mackenzie Investments Europe Limited has custody of $965.3 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mackenzie Investments Europe Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mackenzie Investments Europe Limited serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Mackenzie Investments Europe Limited is pooled investment vehicles with 14 clients and $4.44 billion of assets under management. Among the 12 most similar advisory firms, Mackenzie Investments Europe Limited has the 6th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.58 billion for 15 clients. 88% of the firm’s clients are foreign persons or businesses.

Mackenzie Investments Europe Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Mackenzie Investments Europe Limited

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Dublin

The principal office where Mackenzie Investments Europe Limited performs its advisory services is located at 3 Shelbourne Buildings, Dublin, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-353-1-449-4000 or by fax 011-353-1-449-4090. The normal business hours are 8:00am - 5:00pm irish standard time on Monday - Friday.