I.G. International Management Limited (Dublin)


I.G. International Management Limited is a large advisory firm based in Dublin. It manages $2.79 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2016.

I.G. International Management Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

I.G. International Management Limited: assets under management

The assets under management (AUM) of I.G. International Management Limited is $2.79 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and $2.59 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.11 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay I.G. International Management Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Brendan Turpin serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Paul Brendan Turpin is pooled investment vehicles with 14 clients and $2.59 billion of assets under management. Among the 10 most similar advisory firms, I.G. International Management Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.73 billion for 15 clients. 88% of the firm’s clients are foreign persons or businesses.

I.G. International Management Limited doesn't advise any private funds.

Careers at I.G. International Management Limited

The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Brendan Turpin has been acting as President since 1 May 2007. Sophie Desmarais joined the executive team most recently as the Trustee.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Investors Group Inc. Corporation 1 Apr 1993 75% - 100% foreign entity
David Joseph Coyle Director 1 May 1993 Other 6696421
Michael Augustine Horgan Director 1 May 2001 Other 6697017
Martin Thomas Fahey General manager 1 Feb 2002 Other 6697130
Jean Carroll Chief compliance officer 1 Apr 2007 Other 6693763
Jean Kathryn Carroll Chief compliance officer 1 Apr 2007 Other 6693763
Paul Brendan Turpin Director 1 May 2007 Other 6696420
Kevin E Regan Director 1 May 2012 Other 6696429
Jeffrey William Singer Director 1 Nov 2013 Other 2290139
Tony Hosi Elavia Director 1 Feb 2018 Other 1962602
Joseph Luke Gregoire Gould Director 1 Feb 2018 Other 6262671

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Power Financial Corporation Shareholder 1 Apr 1940 50% - 75% foreign entity
Igm Financial Inc. Shareholder 1 Nov 1984 75% - 100% foreign entity
171263 Canada Inc. Shareholder 1 Dec 1989 50% - 75% foreign entity
Power Corporation Of Canada Shareholder 1 Dec 2008 75% - 100% foreign entity
Jacqueline Desmarais Trustee 1 Oct 2013 Other 6264972
Michel Plessis Belair Trustee 1 Oct 2013 Other 6264973
Guy Fortin Trustee 1 Oct 2013 Other 6264971
Paul Desmarais Trustee 1 Oct 2013 Other 1498208
Andre Desmarais Trustee 1 Oct 2013 Other 6265184
The Desmarais Family Residuary Trust Shareholder 1 Oct 2013 50% - 75% foreign entity
Paul Guy Desmarais Trustee 1 Oct 2013 Other 1498208
Andre Roger Desmarais Trustee 1 Oct 2013 Other 6265184
Sophie Desmarais Trustee 1 Mar 2018 Other 6922224

Based in Dublin

The principal office where I.G. International Management Limited performs its advisory services is located at 3 Shelbourne Buildings, Dublin, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-353-1-449-4000 or by fax 011-353-1-449-4090. The normal business hours are 8:00am - 5:00pm irish standard time on Monday - Friday.