M&G plc Company Market Research Report

Company Overview

• Name: M&G plc

• Mission: To provide everyone with real confidence to put their money to work, by caring for their customers and managing investments that inspire trust over the long term.

• Founded: M&G Investments was established in 1931, and combined with Prudential UK & Europe, they formed M&G plc in 2017. They listed on the London Stock Exchange in 2019.

• Founders: M&G Investments and Prudential UK

• Key People:

• Sir Edward Braham, Chair, Board of Directors

• Andrea Rossi, Group Chief Executive

• Joseph Pinto, Chief Executive, Asset Management

• Marcello Arona, Chief Financial Officer at M&G Investments

• Shawn Gamble, Group Chief Risk & Compliance Officer

• Headquarters: 10 Fenchurch Avenue, London, EC3M 5AG, United Kingdom

• Number of Employees: No information is available

• Revenue: No information is available

• Known For: M&G plc is recognized as a leading savings and investments company providing products and services for individual investors, institutional clients, professional investors, and financial advisers worldwide.

Products

• Mutual Funds:

• Offers two ranges of mutual funds, domiciled in the UK and Luxembourg. Provides clients access to various asset types including government bonds, corporate credit, equities, and property.

• Key Features: Long history of mutual fund offerings, comprehensive asset access.

• Segregated and Pooled Mandates:

• Offers bespoke investment strategies for institutional clients including multi-asset and private asset strategies such as leveraged loans and real estate.

• Key Features: Customizable investment options, diversification into infrastructure equity through Infracapital.

• Smoothed Solutions (PruFund):

• Designed to smooth some of the extreme short-term market ups and downs, focusing on long-term returns. PruFund is a major offering in the UK, part of the largest With-Profits fund.

• Key Features: Stability amid stock market volatility, offered in tax-efficient wrappers.

Recent Developments

• New Appointments:

• Marcello Arona appointed as CFO of M&G Investments on January 20, 2025.

• Shawn Gamble appointed as Chief Risk and Compliance Officer in July 2024.

• New Acquisitions and Transactions:

• M&G Real Estate acquired a majority stake in the European investment manager BauMont on November 4, 2024.

• First Bulk Purchase Annuity transaction completed on November 25, 2024, sharing value with a Corporate Sponsor.

• Innovative Investment Initiatives:

• $100 million investment in carbon reduction in Asia announced on August 5, 2024.

• $309 million buy-in transaction completed with NSK’s UK pension scheme as of July 2, 2024.

• Corporate Changes:

• Continuing cost-saving initiatives with targets raised from £200 million to £220 million by 2025.

• Increased cumulative operating capital generation target to £2.7 billion by the end of the year.

• Recent Financial Performance (H1 2024):

• Operating capital generation at £486 million.

• Solvency II coverage ratio improved to 210%.

• Adjusted operating profit before tax reported at £375 million.

Strategic Vision

M&G plc aims to align its diverse asset management capabilities with customers’ growing needs across individual, institutional, and professional investment bases. The company seeks to maintain a competitive edge through differentiated business models, comprehensive product offerings, continuous innovation, and expanding its international market presence. Additionally, the ongoing commitment to social and environmental initiatives underscores M&G's role in supporting long-term societal development.