Colchester Global Investors

RIASEC RegisteredEst. 2000
Total AUM
$27B
Discretionary
$27B
100% of AUM
Avg account
$346M
Accounts
78
Employees
50
Advisory reps
8

Firm details

Headquarters
London,
CRD number
110985
Registered since
January 21, 2000
Custodians
STATE STREET BANK AND TRUST COMPANY, HSBC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles52.36%
  • Pension & Profit Sharing Plans20.86%
  • Sovereign Wealth Funds15.68%
  • Insurance Companies3.41%
  • Corporations / Businesses2.26%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Colchester Global Investors is an institutional registered investment adviser that focuses on fixed-income and sovereign bond strategies for institutional clients. The firm is organized as a corporation and has been SEC-registered since 2000. Ownership is listed as a combination of foreign entity and individual. Colchester provides portfolio management to investment companies, pooled investment vehicles and to businesses or institutions, and it is also registered as a commodity pool operator/commodity trading advisor (CPO/CTA). Its fee arrangements include percentage-of-AUM charges and performance-based fees; it does not position itself as a capital allocator. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 85%, US Government Bonds 13%, Cash & Cash Equivalents 2%, Derivatives 1%85%
  • Sovereign Bonds85%
  • US Government Bonds13%
  • Cash & Cash Equivalents2%
  • Derivatives1%

Owners & executives

2 of 2
  • Keith Lloyd

    Keith Lloyd

    Chief Executive OfficerCRD 4350980

  • Trevor Denton

    Trevor Denton

    Chief Executive OfficerCRD 7599200

Contacts

3 of 6
  • Michele Connell

    Michele Connell

    Head of Legal & ComplianceCRD 6375814

  • Lucy Crawford

    Investment Advisor RepresentativeCRD 6982465

  • Paul Hecker

    CCOCRD 5638716

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
5th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth