Key Takeaways
- • Mawer Investment Management launched the Mawer Private Equity Fund on July 2, 2026, expanding access to its established private equity strategy through registered accounts with a $25,000 minimum investment threshold.
- • The Fund builds on Mawer Partners LP (MPLP), which launched in February 2022 and provides accredited investors with exposure to growth and buyout private equity across primary funds, secondaries, co-investments, and direct deals.
- • Portfolio Managers Peter Lieu, CFA and Paul Moroz, CFA manage both the new Fund and MPLP, maintaining consistent strategy execution across the firm's private equity offerings.
- • The launch integrates private equity directly into Mawer's discretionary platform, democratizing access for Mawer Private Wealth clients who previously faced higher investment minimums.
Summary
Mawer Investment Management Ltd., a Calgary-based investment firm, launched the Mawer Private Equity Fund on July 2, 2026, marking an expansion of its private equity capabilities to a broader investor base. The Fund brings the firm's established private equity strategy to Mawer Private Wealth clients through registered accounts, significantly lowering the barrier to entry with a minimum investment of $25,000.
The new offering builds directly on the success of Mawer Partners LP (MPLP), which the firm established in February 2022. MPLP provides accredited investors with access to a diversified private equity portfolio spanning primary funds, secondaries, co-investments, and direct deals, with a focus on growth and buyout strategies. By launching the Mawer Private Equity Fund, the firm extends this proven approach to a wider range of clients while integrating the strategy into its discretionary investment platform.
Peter Lieu, CFA and Paul Moroz, CFA, who have managed Mawer Partners LP since its inception, will manage the new Fund as well. This continuity in portfolio management ensures consistent strategy implementation and draws on the same expertise that has guided the firm's private equity operations over the past four years. The dual-vehicle structure allows Mawer to serve both accredited investors through MPLP and Private Wealth clients through the new registered account vehicle, while maintaining unified investment governance.
The launch reflects a strategic shift toward accessibility within Mawer's alternative investment offerings, positioning private equity as a core component of its discretionary wealth management platform rather than an exclusive offering reserved for high-net-worth accredited investors.
The new offering builds directly on the success of Mawer Partners LP (MPLP), which the firm established in February 2022. MPLP provides accredited investors with access to a diversified private equity portfolio spanning primary funds, secondaries, co-investments, and direct deals, with a focus on growth and buyout strategies. By launching the Mawer Private Equity Fund, the firm extends this proven approach to a wider range of clients while integrating the strategy into its discretionary investment platform.
Peter Lieu, CFA and Paul Moroz, CFA, who have managed Mawer Partners LP since its inception, will manage the new Fund as well. This continuity in portfolio management ensures consistent strategy implementation and draws on the same expertise that has guided the firm's private equity operations over the past four years. The dual-vehicle structure allows Mawer to serve both accredited investors through MPLP and Private Wealth clients through the new registered account vehicle, while maintaining unified investment governance.
The launch reflects a strategic shift toward accessibility within Mawer's alternative investment offerings, positioning private equity as a core component of its discretionary wealth management platform rather than an exclusive offering reserved for high-net-worth accredited investors.
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