Legal Information

About Affiliated Managers Group, Inc. (AMG) 
Affiliated Managers Group, Inc. (NYSE:AMG) is a global asset management company with equity investments in leading boutique investment management firms (Affiliates). AMG's strategy is to generate shareholder value through the internal growth of its existing Affiliates, as well as through investments in new Affiliates. AMG's transaction structure allows individual members of each Affiliate's management team to retain or receive significant direct equity ownership in their firm while maintaining operating autonomy, thereby aligning our interests and preserving the Affiliate’s entrepreneurial culture and independence. In addition, AMG provides centralized assistance to Affiliates in strategic matters, marketing, distribution, product development and operations.

Affiliated Managers Group Limited (AMG Ltd.) 
Affiliated Managers Group Limited (AMG Ltd.) is a private limited company incorporated in England and Wales with Company No. 6481795 whose registered office is 5th Floor, 35 Park Lane, London, W1K 1RB, England. AMG Ltd. is a wholly owned subsidiary of AMG and is authorised and regulated by the Financial Conduct Authority.  It provides financial services including specified client and marketing services in the EU and EEA.

Affiliated Managers Group (Switzerland) AG (AMG Switzerland) 
Affiliated Mangers Group (Switzerland) AG is a company limited by shares (Aktiengesellschaft, Société Anonyme) registered in Switzerland with company number CHE-273 971 053 whose registered office is Bahnhofstrasse 100, 8001, Zurich, Switzerland.  AMG Switzerland is a wholly-owned subsidiary of AMG Ltd.  AMG Switzerland is licensed as a fund distributor under the Swiss Collective Investment Schemes Act by the Swiss Financial Market Supervisory Authority (FINMA). It provides financial services, including specified client and marketing services, as well as fund distribution, in Switzerland.


AMG Ltd. and/or AMG Switzerland provide services in some or all of Europe on behalf of AMG and the following Affiliates:

Abax Investments (Pty) Ltd
AQR Capital Management LLC
Beutel, Goodman & Company Ltd.
BlueMountain Capital Management LLC
Chicago Equity Partners, LLC
EIG Management Company, LLC
First Quadrant LP
Frontier Capital Management Company, LLC
GW&K Investment Management, LLC
Harding Loevner LP
Ivory Investment Management, LLC
Pantheon Ventures (UK) LLP
Systematic Financial Management, LP
TimesSquare Capital Management, LLC
Trilogy Global Advisors LP
Tweedy, Browne Company LLC
Value Partners Hong Kong Limited
Yacktman Asset Management LP

AMG Ltd. and AMG Switzerland and their representatives are authorised in certain jurisdictions by each of the Affiliates identified above to market their services to wholesale and institutional clients and prospective clients and to provide client services to their clients. When marketing the services and products of an individual AMG Affiliate or when providing client services to a client of that Affiliate, in each case AMG Ltd. and AMG Switzerland and their representatives only represent that Affiliate, and they are not authorised by and do not represent any other AMG Affiliate in that context.

Each Affiliate and its representatives are regulated by the applicable laws of their home jurisdiction, which may differ from the applicable laws in England and Wales and/or Switzerland.  Each of the Affiliates and their representatives are required to comply with applicable regulatory requirements and policies when providing financial services to you.

AMG Ltd. and AMG Switzerland control and process personal data relating to individuals at Affiliates, their clients and prospective clients, such as their contact details. This personal data may be held, used and disclosed in connection with the business of AMG Ltd., AMG Switzerland, AMG and the Affiliates and may be disclosed or transferred within the UK, Switzerland or elsewhere (including to companies situated in countries outside of the European Economic Area which may not have the same applicable data protection laws) to third parties including Affiliates, regulatory bodies, taxation authorities, auditors or service providers.  Personal data is processed in accordance with European data protection requirements.

The information contained herein is directed at investment professionals, large corporates and other persons to whom such communication may be lawfully made, and is not intended for distribution in any jurisdiction where AMG Ltd. or AMG Switzerland would require any additional licence to distribute such information and does not constitute an invitation or offer to the public in respect of AMG, any Affiliate or any Affiliate’s products or services. The information provided herein is for informational and educational purposes only and should not be construed as investment advice.

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