Bank / Wealth / TrustRIA · CRD 285521SEC-Registered

Updated:

Mackenzie Investments Asia

Mackenzie Investments Asia is an SEC-registered investment adviser in HONG KONG, registered since 2016. The firm manages approximately $2.5 billion in...

Mackenzie Investments Asia logo

Mackenzie Investments Asia

Mackenzie Investments Asia is an SEC-registered investment adviser in HONG KONG, registered since 2016. The firm manages approximately $2.5 billion in regulatory assets. It has 13 employees and 7 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1967

AUM

Undisclosed

Location

Region

Asia

Country

Hong Kong

City

Hong Kong

Corporate office

Hong Kong

Frequently asked questions

Is Mackenzie Investments Asia a separate entity or a subsidiary of a larger group?

It is the Hong Kong-based regional investment operation of Mackenzie Investments, which is itself a wholly owned subsidiary of IGM Financial, a publicly traded Canadian financial services company. The Asian team runs dedicated equity and fixed-income strategies with local portfolio managers and analysts, while benefiting from the parent's institutional-grade infrastructure and permanent capital base.

What is IGM Financial's ownership structure and how does it influence the Hong Kong office?

IGM Financial is a Winnipeg-headquartered holding company with two primary operating subsidiaries — Mackenzie Investments (retail and institutional asset management) and IG Wealth Management (financial advisory). IGM is itself controlled by Power Corporation of Canada, a Montreal-based conglomerate with multi-generational family oversight. This layered corporate structure gives Mackenzie Investments Asia a long-duration mandate with less pressure to hot-house short-term performance numbers.

Does Mackenzie Investments Asia manage money solely for Canadian clients or for regional institutions as well?

The Hong Kong team primarily manages Asian equity and fixed-income mandates that sit inside Mackenzie's Canadian-domiciled funds and segregated accounts. The firm does not appear to market standalone Asia strategies to regional institutional allocators as an independent manager — its product is the regional expertise embedded in the parent's broader multi-asset shelf.

What is the relationship between Mackenzie Investments and China Asset Management?

IGM Financial holds a strategic minority stake in China Asset Management, one of the largest onshore Chinese fund managers. While this is a corporate-level investment rather than a direct reporting line for the Hong Kong office, it provides an institutional channel into Beijing- and Shanghai-based market intelligence and company access that complements the Hong Kong team's own research coverage.

How does the Hong Kong office source investment ideas differently from a global manager covering Asia remotely?

The firm places portfolio managers and analysts in-market, which means company meetings, site visits, and management access happen in the local time zone and often in the local language. This is structurally different from a London- or New York-based Asia team that relies on broker research and quarterly management roadshows. The trading desk also executes Asia orders during Asian hours rather than passing execution to a third-party desk overnight.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Hong Kong Bank / Wealth / Trust profiles