{"url":"https://nivawealth.com/firms/macquarie-investment-management-europe-limited-284603","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284603","regulatoryAum":24512230107,"crd":"284603","secFileNumber":"801-111954","legalName":"Macquarie Investment Management Europe Limited","displayName":"Macquarie Investment Management Europe Limited","website":"https://www.macquarie.com/uk/en.html","linkedinUrl":"https://www.linkedin.com/company/macquariegroup","founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"Ropemaker Place, 28 Ropemaker Street, Floor 8","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC2Y 9HD"},"tradeNames":[],"registration":{"secApproved":"1 November 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":159,"advisory":93,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":24512230107,"discretionaryAccounts":33,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":43,"regulatoryAum":24512230107}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Macquarie Investment Management Europe Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"William Colvin","title":"Chief Compliance Officer","crd":"7368088"},{"name":"Laura Ferraris","title":"Director","crd":"8301177"},{"name":"Peter Glaser","title":"Director","crd":"2080905"},{"name":"Gavin Lau","title":"Director","crd":"8301195"}],"ownership":[{"label":"Macquarie Corporate Holdings Pty LTD","detail":"Direct owner in the 75% or more ownership band and a control person, since May 2015."},{"label":"Macquarie Financial Limited","detail":"Indirect owner: a direct owner of Macquarie Corporate Holdings Pty LTD in the 75% or more band and a control person, since November 2007.","parent":"Macquarie Corporate Holdings Pty LTD"},{"label":"Macquarie Group Limited","detail":"Indirect owner: a direct owner of Macquarie Financial Limited in the 75% or more band and a control person, since February 2007.","parent":"Macquarie Financial Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442030372000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Commissions","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284603/PDF/284603.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Macquarie Investment Management Europe Limited have?","answer":"Macquarie Investment Management Europe Limited has 43 clients and manages $24.5 billion for them, as of June 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Macquarie Investment Management Europe Limited offer?","answer":"Macquarie Investment Management Europe Limited provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Macquarie Investment Management Europe Limited have?","answer":"Macquarie Investment Management Europe Limited has 0 investment adviser representatives registered with state securities authorities, out of 159 employees, and 93 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Macquarie Investment Management Europe Limited?","answer":"Macquarie Investment Management Europe Limited is owned through a chain of holding companies by Macquarie Group Limited. Its direct owner is Macquarie Corporate Holdings Pty LTD (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Macquarie Investment Management Europe Limited get paid?","answer":"Macquarie Investment Management Europe Limited is paid through a percentage of assets under management, commissions and performance-based fees.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}