Mackenzie Investments celebrates 50 years of client-centricity and innovation
Canadian independent asset manager woos millennial and female investors and takes stake in China Asset Management Co
A strong legacy of client-centricity and innovation echoes throughout the 50-year history of Mackenzie Investments, according to Barry McInerney, president and CEO of the Canadian investment management firm.
Starting from founder Alexander Christ’s sole client in 1967 to more than one million clients today, Mackenzie has built a solid reputation as an independent asset manager with an unwavering commitment to investor success.
In a world of accelerating change, Mackenzie helps investors cultivate a strong future through a holistic approach towards building and preserving wealth.
Working as a partner to financial advisers, Toronto-based Mackenzie offers one of the widest ranges of products and services among independent Canadian asset managers, encompassing mutual funds, exchange-traded funds (ETFs), alternative investments, private wealth pools and managed solutions. It caters to retail investors across Canada through their advisers and institutional clients globally.
As of end-August, Mackenzie has C$68.22 billion (HK$426.72 billion) in assets under management (AUM) expertly administered by 10 in-house investment boutiques.
“We’re part of a rapidly changing financial services market. We evolve and adapt as required, but we remain steadfast to our foundational strategy – that is we are singularly focused on meeting investor needs,” McInerney says.
Apart from offering income generation while protecting capital, Mackenzie’s innovative solutions are aligned with leading trends in the Canadian and global investment industries.
