NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.

NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 116837). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM.

Clients served: Pooled vehicles.

Officers, owners & control persons (37)

Showing 25 of 37 people.

NameRoleLocation
James PeterCHIEF COMPLIANCE OFFICERSydney, C3
Jarrett Glen SingerCHIEF FINANCIAL OFFICER
Christopher Grannis SpitlerCEO & PRESIDENT
Maria Henrika VikmanCHAIRPERSON & DIRECTOR
James Peter O'ConnorCHIEF COMPLIANCE OFFICER
Linn Maria Edstrom LarssonDIRECTOR
NIELSEN HENRIK PRIERGAARDCHAIRMAN
GODIKSEN KLAUS MOSEDIRECTOR; DIRECTOR/PRESIDENT/CEO; SENIOR VICE PRESIDENT
MATHIESEN LARSDIRECTOR
SINGER JARRETT GLENCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
LORGEN EIVIND KJELSRUDCEO & PRESIDENT; DIRECTOR
PILGAARD KIM THELLECEO & PRESIDENT; CHAIRMAN & DIRECTOR
BAK HENRIKCHAIRMAN OF THE BOARD AND PRESIDENT; PRESIDENT
NYEGAARD PETERDIRECTOR
LOFFREDO JOSEPHCHIEF FINANCIAL OFFICER
MURPHY GERARD STEPHENDIRECTOR
PEDERSEN FINN BENNYDIRECTOR
JACOBSEN OLE ALTHOFDIRECTOR
STUTTAFORD ANDREW IRVINGGENERAL SECURITIES PRINCIPAL
O'CONNOR JAMES PETERCHIEF COMPLIANCE OFFICER
ERAKALLIO CARLO TAPIOCHAIRMAN & DIRECTOR
PEDERSEN LEON SVEJGAARDDIRECTOR
MODIGH ULRIKCEO & PRESIDENT; CHARIMAN & DIRECTOR; DIRECTOR
VON KNORRING HENRIK MIKAELDIRECTOR
HJORTH-LARSEN BRITTADIRECTOR

Disclosures (50)

Showing 10 of 14 distinct disclosure events.

InitiatedTypeAllegationsStatusAmount
2024-09-18regulatoryNORDEA BANK ABP RECEIVED A SANCTIONING DECISION BY THE EUROPEAN CENTRAL BANK CONCERNING NON-COMPLIANCE WITH STATISTICAL REPORTING REQUIREMENTS. ACCORDING TO THE DECISION NORDEA MUST PAY A FINE OF EUR 58,333.33 AS IT HAS IN SOME INSTANCES BREACHED THE STATISTICAL REPORTING OBLIGATIONS UNDER ARTICLE 3…Final$69K
2024-09-01regulatoryTHE DANISH COMPETITION AND CONSUMER AUTHORITY (DCCA) HAVE CONCLUDED THAT NORDEA (AND 13 OTHER BANKS) HAS ISSUED PAYMENT CARDS TO BUSINESS CUSTOMERS THAT CANNOT BE ELECTRONICALLY IDENTIFIED AS CORPORATE CARDS, IN VIOLATION OF ARTICLE 10(5) OF THE INTERCHANGE FEE REGULATION. THE DCCA HAS SET THE DEADL…Final
2024-08-27regulatoryNORDEA FAILED TO MAINTAIN AN EFFECTIVE AND COMPLIANT ANTI-MONEY LAUNDERING PROGRAM, IN VIOLATION OF 3 N.Y.C.R.R. ? 116.2. NORDEA FAILED TO CONDUCT ADEQUATE DUE DILIGENCE IN ITS CORRESPONDENT BANK AND RMA RELATIONSHIPS IN VIOLATION OF 3 N.Y.C.R.R. ? 116.2. NORDEA FAILED TO MAINTAIN AN ADEQUATE TRANSA…Final$35.0M
2024-08-27regulatoryNORDEA FAILED TO MAINTAIN AN EFFECTIVE AND COMPLIANT ANTI-MONEY LAUNDERING PROGRAM, IN VIOLATION OF 3 N.Y.C.R.R. § 116.2. NORDEA FAILED TO CONDUCT ADEQUATE DUE DILIGENCE IN ITS CORRESPONDENT BANK AND RMA RELATIONSHIPS IN VIOLATION OF 3 N.Y.C.R.R. § 116.2. NORDEA FAILED TO MAINTAIN AN ADEQUATE TRANSA…Final$35.0M
2024-07-05criminalNORDEA IS ACCUSED OF NOT HAVING HAD ADEQUATE ANTI-MONEY LAUNDERING CONTROLS IN THE PERIOD DATING BACK TO 2015 AND EARLIER. FOLLOWING INVESTIGATIONS CONDUCTED BY THE AUTHORITIES INTO ANTI-MONEY LAUNDERING CONTROLS IN THE PERIOD DATING BACK TO 2015 AND EARLIER, THE DANISH STATE PROSECUTOR FOR SPECIAL…Pending
2024-02-02regulatoryTHE SWISS FEDERAL DEPARTMENT OF FINANCE ('SDFD') CLAIMED THAT NORDEA INVESTMENT FUNDS S.A. ('NIFSA')(ON BEHALF OF "NORDEA 1 SICAV - EUROPEAN VALUE FUND" TODAY NAMED "NORDEA 1 SICAV - EUROPEAN STARS EQUITY FUND") HAS MADE SIX INSTANCES OF INCOMPLETE FLAGGING NOTIFICATIONS DURING THE FALL 2018 AND WIN…Final$16K
2021-12-07regulatoryON THE 21 FEBRUARY 2022 EUREX DEUTSCHLAND ISSUED A REPRIMAND TO NORDEA BANK ABP DUE TO THE LATE CONFIRMATION OF A TOTAL OF FOUR T7 ENTRY SERVICE TRANSACTIONS WHEREBY THE DEADLINE OF CONFIRMING WITHIN 15 MINUTES WAS EXCEEDED. THIS WAS A VIOLATION AGAINST CLAUSE 4.4. PARA. 2 OF THE TRADING CONDITIONS.Final$1K
2020-08-18regulatoryFINANSTILSYNET ALLEGES THAT RESULTING FROM AN INSPECTION ON TRANSACTION MONITORING THERE WERE A NUMBER OF FINDINGS WHICH GAVE RISE TO SUPERVISORY RESPONSES. THESE RELATED TO COVERAGE OF TRANSACTIONS, SUFFICIENT MONITORING OF SPECIFIC BUSINESS AREAS, SCENARIOS AROUND CUSTOMER BEHAVIOR, BUSINESS PROCE…Final
2020-04-06regulatoryNFSA PUBLISHED THE FINAL REPORT FROM THE 2020 ON-SITE INSPECTION ON AML AND CTF WHERE THEY IDENTIFIED DEFICIENCIES RELATED TO ROUTINES/PROCEDURES, ENHANCED DUE DILIGENCE MEASURES AND TRADE FINANCE.Final
2015-12-01regulatoryTHE FIN-FSA HAS IMPOSED THE FOLLOWING ADMINISTRATIVE SANCTIONS ON NORDEA BANK AB (PUBL), FINNISH BRANCH: A PENALTY PAYMENT OF EUR 1,000,000 AND A PUBLIC WARNING. FIN-FSA CONDUCTED AN INSPECTION AT NORDEA BANK FINLAND PLC IN 2015-2016 REGARDING THE OBLIGATION TO OBTAIN INFORMATION IN CONNECTION WITH…Final$1.1M

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