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 Pty Ltd (AMG Pty 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 indirect subsidiary of Affiliated Managers Group Inc. (AMG Inc.) and is authorised and regulated by the Financial Conduct Authority.
AMG Ltd provide these services in Europe on behalf of AMG Inc. and the following affiliated investment management firms (the Affiliates):
|Abax Investment (Pty) Ltd||Artemis Investment Management LLP|
|AQR Capital Management LLC||Beutel, Goodman & Company Ltd.|
|Boston Common Asset Management, LLC||Comvest Partners|
|Foyston, Gordon & Payne Inc.||Frontier Capital Management, LLC|
|Garda Capital Partners LP||Genesis Investment Management, LLP|
|GW&K Investment Management, LLC||Harding Loevner LP|
|Inclusive Capital Partners||Jackson Square Partners|
|Montrusco Bolton Investments Inc||OCP Asia Pte. Ltd.|
|Parnassus Investments, LLC||Partner Fund Management, LP|
|River Road Asset Management, LLC||Systematic Financial Management, LP|
|TimesSquare Capital Management, LLC||Tweedy, Browne Company LLC|
|Veritas Asset Management LLP||Yacktman Asset Management LP|
AMG Ltd and its representatives are authorised 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 Affiliate or when providing client services to a client of that Affiliate, in each case AMG Ltd and its representatives only represent that Affiliate, and they are not authorised by and do not represent any other 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 the United Kingdom. Each of the Affiliates and their representatives are required to comply with applicable regulatory requirements and policies when providing financial services to you.
The information contained herein is for your private information and is directed at only investment professionals, large corporates and other persons who meet the definition of per se professional client as defined in FCA Glossary, and to whom such communication may be lawfully made. It is not intended for distribution in any jurisdiction where AMG Ltd would require any additional licence to distribute such information and does not constitute an invitation or offer to the public in respect of AMG Inc., any Affiliate or any Affiliate’s products or services. The information provided in this presentation is for informational and educational purposes only and should not be construed as investment advice.
For investors in Switzerland: the information herein is exclusively intended for Professional Clients within the meaning of article 4(3), article 4(4) and article 4(5) of the Swiss Financial Services Act (“FinSA”) and Qualified Investors within the meaning of article 10 (3) and article 10 (3ter) of the Swiss Federal Act on Collective Investment Schemes Act (“CISA”), but excluding investors pursuant to article 5(1) FinSA. Neither this document nor any information herein or marketing material may be publicly distributed or otherwise made publicly available in (or from) Switzerland.
AMG Ltd may be compensated for certain investor referrals and certain investor services provided by AMG Ltd to Affiliates relating to professional clients.
As of 17 May 2023