Mawer Launches Private Equity Fund (opens in a new tab)
Mawer opened its private equity strategy, run by Peter Lieu and Paul Moroz, to Private Wealth clients through a new fund eligible for registered accounts.
Investment Management
Independent, employee-owned Calgary investment manager known for its 'Be Boring. Make Money.' approach.
Mawer is a privately owned, independent Canadian investment manager founded in Calgary in 1974 that runs equity, balanced, fixed income and private equity strategies for institutions, family offices and individual investors. It manages about $67.8 billion and employs more than 250 people across Calgary, Toronto, the U.S. and Singapore. For Canadian candidates, Mawer is one of the few large buy-side employers headquartered in Calgary, with research, portfolio management and client roles split between Calgary and its Toronto office (opened 2011); employees can earn equity ownership in the firm.
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Manages segregated and pooled mandates for Canadian and U.S. institutions such as pension plans, foundations and not-for-profits, plus family offices.
Investment counselling and wealth planning for individuals and families; the Individual Client Group was renamed Mawer Private Wealth in March 2026.
A family of Canadian, U.S., international, global and emerging markets equity funds, balanced funds and income funds, including a Global Credit Opportunities Fund launched in 2024 and a Short Term Bond Fund in 2026.
Mawer Partners LP (launched February 2022) invests in growth and buyout private equity through primaries, secondaries, co-investments and direct deals; the Mawer Private Equity Fund opened the strategy to Private Wealth clients in July 2026.
| Calgary | AB | headquarters |
| Toronto | ON | office |
Singapore
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3 reasons for Mawer Investment Management
The firm’s investment philosophy is published and almost no candidate reads it. Quoting a manager’s own stated criteria back to them, with one company you applied it to, beats any structural reason here. Say which part you agree with and, if you can defend it, one part you would push on.
Calgary-based, employee-owned, with a research process and philosophy published in unusual detail: read it, because the interview will test whether you did.
Deliberately understated culture with an exceptional long-term record, which is the clearest example in Canada of process over marketing.
Global equity capability from Alberta, which almost nobody else offers.
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Interim Chief Executive Officer
Executive
Appointed interim CEO effective February 23, 2026, covering Bruce Geddes's leave of absence; he had been an advisory director on Mawer's board since June 2025. Previously Global Head of Public Market Investments at CPP Investments and Group CIO, International at Fidelity Management & Research; sits on the IMCO board.
Chief Executive Officer (on leave of absence since February 2026)
Executive
Joined Mawer as CEO effective July 2, 2025 after 16 years at RBC Global Asset Management, most recently as President, PH&N Canadian Institutional. Earlier held senior roles at TD Asset Management and traded derivatives at RBC Capital Markets. Mawer announced in February 2026 that he is on a leave of absence for personal reasons and that it expects him to return.
Board Chair
Board
Joined Mawer in 1997 and has sat on its board since 2001; served as President from 2019 to 2023. Previously led portfolio management across institutional and individual segments and managed the Tax Effective Balanced strategy.
Board Vice-Chair, General Counsel
Legal & Compliance
Chief Financial Officer
Finance
Chief Operating Officer
Executive
Joined Mawer as COO in 2024, overseeing business technology, fund management, investment operations, portfolio services and the PMO. Previously Head of Wealth Management Operations at BMO Financial Group.
Chief Investment Officer, Portfolio Manager
Investments
Joined Mawer in 1997 and returned to the CIO role effective July 2, 2025 (he was previously CIO from 2004 to 2018), stepping down as President and from the board. Lead manager of the EAFE Large Cap strategy; began his career at Wood Gundy in Vancouver.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Feb 23, 2026
Eric WetlauferAppointment
Interim Chief Executive Officer
Mawer Investment Management → Mawer Investment Management
Named interim CEO during CEO Bruce Geddes's personal leave of absence; the board said it expects Geddes to return.
Jul 2, 2025
Bruce GeddesHire
Chief Executive Officer
RBC Global Asset Management → Mawer Investment Management
Mawer hired Bruce Geddes from RBC GAM as CEO, announced June 10, 2025 and effective July 2, 2025.
Jul 2, 2025
Jim HallAppointment
Chief Investment Officer
Mawer Investment Management → Mawer Investment Management
Jim Hall moved from President back to CIO; Christian Deckart stepped down as CIO to focus on leading the global equity strategy.
Mawer opened its private equity strategy, run by Peter Lieu and Paul Moroz, to Private Wealth clients through a new fund eligible for registered accounts.
Advisory director Eric Wetlaufer steps in as interim CEO while Bruce Geddes is on leave.
Executive changes announced June 10, 2025.
Mawer establishes a research presence in Singapore.
Mawer adds its second Canadian office.
The firm starts in Calgary.
No sourced transactions for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
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Mawer Investment Management · Jul 2, 2026 · az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net
Mawer Investment Management · Feb 23, 2026 · az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net
Mawer Investment Management · Jun 10, 2025 · az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net
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Mawer Investment Management · Date unavailable · mawer.com
Bay Street Oracle · Oct 8, 2026 · intelligence.baystreetoracle.ca
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Typical background
GuidanceOne prior internship: a boutique bank, a small fund, transaction services, or a pension co-op.
Large-cap platforms and global multi-strategy funds
Upper mid-market PE, infrastructure, the Maple 8 and large managers
Mid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
Mawer Investment Management is hereSmall-cap private equity, boutique managers and early-stage VC
Where people go next
GuidanceChief Technology Officer
Operations
Chief Marketing and People Officer
Client & Business Development
Director of Client Management
Client & Business Development
Director, Private Wealth
Private Wealth
Board Director, Institutional Portfolio Manager
Portfolio Management
Board Director, Portfolio Manager, Fixed Income
Fixed Income
Director of U.S. Institutional Client Management
Client & Business Development
Director of U.S. Institutional Client Management
Client & Business Development
Board Director, Institutional Portfolio Manager
Portfolio Management
Board Director, Institutional Portfolio Manager
Portfolio Management
Advisory Director
Investment Team
Board Director, Portfolio Manager, Global, International Equity
Equity Research
Associate Director, Investment Counsellors Calgary
Private Wealth
Advisory Director
Investment Team
Director of Research, Portfolio Manager, Large Cap Cdn Equity
Equity Research
Associate Investment Counsellor, Private Wealth
Private Wealth
Associate Investment Counsellor, Private Wealth
Private Wealth
Associate Investment Counsellor, Private Wealth
Private Wealth
Associate Investment Counsellor, Private Wealth
Private Wealth
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Credit Analyst
Fixed Income
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Credit Analyst
Fixed Income
Equity Analyst
Equity Research
Credit Analyst
Fixed Income
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Equity Analyst
Equity Research
Fixed Income Analyst
Fixed Income
Investment Counsellor, Private Wealth
Private Wealth
Institutional Portfolio Manager
Portfolio Management
Research Department Manager
Equity Research
Manager, Private Wealth
Private Wealth
Institutional Portfolio Manager
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Fixed Income Trader
Fixed Income
Portfolio Manager, Fixed Income
Fixed Income
Investment Counsellor, Private Wealth
Private Wealth
Trader
Trading
Equity Trader
Equity Research
Tax and Estate Planning Specialist, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Tax and Estate Planning Specialist, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Institutional Portfolio Manager
Portfolio Management
Portfolio Manager, International Equity, Emerging Markets
Equity Research
Investment Counsellor, Private Wealth
Private Wealth
Portfolio Manager, Private Investments
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Trader
Trading
Fixed Income Trader
Fixed Income
Institutional Portfolio Manager
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Portfolio Manager, Cdn Small Cap Equity, U.S. Mid Cap Equity
Equity Research
Portfolio Manager, Global Equity, Private Investments
Equity Research
Investment Counsellor, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Senior Manager, Wealth Management
Investment Team
Portfolio Manager, Balanced
Portfolio Management
Institutional Portfolio Manager
Portfolio Management
Portfolio Manager, Emerging Markets
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Portfolio Manager, Large Cap Cdn Equity
Equity Research
Institutional Portfolio Manager
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Equity Trader
Equity Research
Equity Trader
Equity Research
Institutional Portfolio Manager
Portfolio Management
Portfolio Manager, Balanced
Portfolio Management
Investment Counsellor, Private Wealth
Private Wealth
Investment Counsellor, Private Wealth
Private Wealth
Trader
Trading
Portfolio Manager, Global Small Cap
Portfolio Management
Portfolio Manager, U.S. Equity
Equity Research
Investment Counsellor, Private Wealth
Private Wealth