Asset ManagerRIA · CRD 135902SEC-RegisteredPrivate Fund Adviser

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Marshall Wace

Marshall Wace LLP is a leading global alternative investment manager specializing in quantitative, systematic, and fundamental strategies, predominantly...

Marshall Wace logo

Marshall Wace

Marshall Wace LLP is a leading global alternative investment manager specializing in quantitative, systematic, and fundamental strategies, predominantly long/short equity (per official website). Founded in 1997 and headquartered in London with offices in New York, Hong Kong, Shanghai, Singapore, and Abu Dhabi, the firm operates as a single team dedicated to delivering risk-adjusted returns for clients through innovation, proprietary technology, and rigorous risk management. Technology and data have been core for over two decades; in 2002 it launched MW TOPS, the world's first Alpha Capture application. The firm maintains a strategic partnership with KKR (initiated 2015, with KKR ownership up to 39.9%). Governance is led by the Partnership Management Committee, chaired by the Chief Investment Officer, with responsibility for strategy, capital allocation, and sustainability integration (per TCFD Entity Report, June 2026 covering year ended 31 Dec 2025). It is authorized by the FCA in the UK and has SEC-registered affiliates including Marshall Wace North America L.P. The firm emphasizes stewardship, is a UN PRI signatory, and publishes TCFD-aligned climate disclosures and MIFIDPRU reports. Assets under management are not publicly disclosed in precise figures on primary sources.

General information

Firm type

Generalist

Year founded

1997

Location

Region

Europe

Country

United Kingdom

City

London

Corporate office

London, United Kingdom

Additional offices

New York · Hong Kong · Shanghai

Principals

Paul Marshall

Chairman and Chief Investment Officer

Ian Wace

Chief Executive Officer and Chief Risk Officer

Des Anderson

Chief Operating Officer

Todd Builione

Chief Executive Officer (North America)

Jon May

Global General Counsel / Partner (PMC)

Anthony Clake

Partner (PMC member)

Sector focus

FinancialsTechnologyConsumerHealthcareIndustrials

Frequently asked questions

What is Marshall Wace's primary investment focus?

The firm manages quantitative, systematic, and fundamental strategies, specializing predominantly in long/short equity implemented globally via proprietary systems and processes (per mwam.com/about-us).

When was Marshall Wace founded and by whom?

Marshall Wace was founded in 1997 by Paul Marshall and Ian Wace (per official site history references and regulatory filings).

Where is Marshall Wace headquartered and what are its key locations?

Headquarters are in London, United Kingdom (George House, 131 Sloane Street), with offices in New York, Hong Kong, Shanghai, Singapore, and Abu Dhabi (per mwam.com).

Does Marshall Wace disclose its assets under management?

The firm does not disclose a precise current AUM figure on its official website or recent primary regulatory reports such as TCFD and MIFIDPRU; the site displays a placeholder for assets.

What is the KKR partnership with Marshall Wace?

In September 2015, KKR entered a long-term strategic partnership, initially acquiring an interest with rights to grow ownership up to 39.9%, complementing Marshall Wace's equity long/short capabilities (per mwam.com/about-us).

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.

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