Vanguard Investments Europe Sa (Waterloo)


Vanguard Investments Europe Sa is a large advisory firm based in Waterloo. It manages $10.82 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002.

Vanguard Investments Europe provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vanguard Investments Europe: assets under management

The assets under management (AUM) of Vanguard Investments Europe Sa is $10.82 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 180213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.82 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.16 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vanguard Investments Europe Sa 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.

Careers at Vanguard Investments Europe Sa

Michael Sidney Miller has been acting as President since 1 Jul 1998. Pauline Catherine Scalvino joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. A Wholly Owned Subsidiary Of The Vanguard Group Inc. Zealous Stockholder 1 Jan 1998 75% - 100% 51-0351903
Inc A Wholly Owned Subsidiary Of The Vanguard Group Inc. Goliath Stockholder 1 Jun 1998 Other 51-0351904
Inc. A Wholly Owned Subsidiary Of The Vanguard Group Inc. Goliath Stockholder 1 Jun 1998 Other 51-0351904
Michael Sidney Miller Director 1 Jul 1998 Other 2130803
Jean Maurice Degruben Director 1 Jul 1998 Other 4564018
Guilliame Phillipe Prache Director 1 Jan 2000 Other 4564020
Guillaume Phillipe Prache Managing director 1 Jan 2000 Other 4564020
Regine Marie Audiart Chief compliance officer 1 Jan 2001 Other 4564021
Monica Eugenia Bernal Chief operations officer 1 May 2001 Other 4564016
Shelton Sumner Unger Director 1 Oct 2001 Other 1584956
Ian Alcock Managing director 1 Jul 2002 Other 4564015
Ian Leslie Emery Alcock Managing director 1 Jul 2002 Other 4564015
Ian Leslie Emery Alcock Managing director and chief compliance officer 1 Oct 2004 Other 4564015
Francois Richard Passant Director 1 May 2005 Other 5116098
Joanne Saha Voelcker Managing director 1 Apr 2006 Other 2517219
James Henry Gately Director 1 Jun 2006 Other 218643
Pauline Catherine Scalvino Director 1 Apr 2007 Other 5030240

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Vanguard Index Funds Stockholder 1 Aug 1976 25% - 50% 23-1999755
Inc. The Vanguard Group Stockholder 1 Jan 1993 75% - 100% 105958

Based in Waterloo

The principal office where Vanguard Investments Europe Sa performs its advisory services is located at Waterloo Office Pk Dreve Richelle 161 Bldg L, Waterloo, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-32-2-357-1410 or by fax 011-32-2-357-1449. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at vanguard-international.vanguard.com.