Legal Information

About Affiliated Managers Group (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 has a branch office established in the Dubai International Financial Centre at Precinct No. 4, Level 3, Office 306 P.O. Box 482053, Dubai and is also regulated by the Dubai Financial Services Authority as a Representative Office under the trading name AMG Limited (DIFC Representative Office).

Middle East

AMG Ltd provides financial services, including specified client and marketing services, in the Middle East on behalf of Affiliated Managers Group Inc. (AMG) and the following Affiliates:

Abax Investment (Pty) Ltd AQR Capital Management, LLC
Artemis Investment Management LLP 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 Montrusco Bolton Investments Inc.
OCP Asia Pte. Ltd. PFM Health Sciences
River Road Asset Management, LLC Systematic Financial Management, LP
Systematica Investments Limited TimesSquare Capital Management, LLC
ValueAct Capital Management, L.P 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 of nations in the Middle East. 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 controls and processes 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 and the Affiliates and may be disclosed or transferred within the Middle East or elsewhere (including to companies situated in countries outside of the DIFC and 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 and DIFC data protection requirements. For further information on AMG’s General Data Protection Regulation (“GDPR”) privacy policy, please see the Privacy Notice on

The information contained herein is for your private information and is directed at only 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 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 in this presentation is for informational and educational purposes only and should not be construed as investment advice.

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