Asset ManagerRIA · CRD 284912SEC-Registered

Updated:

Mackenzie Investments Europe Limited

MACKENZIE INVESTMENTS EUROPE LIMITED is an SEC-registered investment adviser in DUBLIN 4, registered since 2016.

Mackenzie Investments Europe Limited

MACKENZIE INVESTMENTS EUROPE LIMITED is an SEC-registered investment adviser in DUBLIN 4, registered since 2016. The firm manages approximately $5.3 billion in assets. It has 12 employees and 6 investment advisers.

General information

Firm type

Asset Manager

Year founded

1999

AUM

Undisclosed

Location

Region

Europe

Country

Ireland

City

Dublin 4

Corporate office

Dublin, Ireland

Principals

Barry McInerney

President and CEO, Mackenzie Investments

Sector focus

Asset Management

Frequently asked questions

What is the relationship between Mackenzie Investments Europe Limited and the Canadian parent company?

Mackenzie Investments Europe Limited is a wholly owned subsidiary of Mackenzie Financial Corporation, which itself is a subsidiary of IGM Financial Inc. The Dublin entity operates as the regulated UCITS management company and distribution hub for European activities, while all portfolio management and investment decision-making remains with the Toronto-based investment teams.

What types of investment strategies does the European platform offer?

The Dublin-domiciled UCITS platform offers active management strategies spanning global equities, emerging markets equities and debt, fixed income, and multi-asset solutions. The firm has registered fund ranges including the Mackenzie Global Equity Fund and various fixed income mandates for distribution across the EEA.

Which European markets does the firm actively distribute into?

Mackenzie Investments Europe distributes UCITS funds to institutional investors, wealth management platforms, and intermediaries across the UK, Germany, Switzerland, and the Nordic region. The Irish-domiciled structure allows passporting into all EEA member states under UCITS regulations.

Does the Dublin office have independent portfolio management authority?

No. The Dublin entity acts as the regulatory and operational hub but does not originate independent investment strategies. All portfolio management is conducted by the Toronto-based investment teams, with the Dublin entity responsible for fund governance, compliance, and European distribution.

Who holds the key regulatory responsibilities within the European entity?

The Dublin entity maintains its own board of directors and designated persons responsible for fund governance, risk management, and regulatory compliance under Central Bank of Ireland requirements. The management company structure ensures local accountability while leveraging the group's global investment platform.

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