GCW Global Customised Wealth LLP

RIASEC RegisteredEst. 2018

Total AUM

$518M

Discretionary

$317M

61% of AUM

Avg account

$47.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 292793
Registered since: May 16, 2018
Website: www.gcwpartners.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other40.6%
HNWI40.35%
Pooled Investment Vehicles16.3%
Insurance Companies2.75%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gcw Global Customised Wealth LLP operates as a limited liability partnership and has been registered with the SEC since 2018. The firm caters to a diverse client base that includes both individuals and families as well as institutional investors. Gcw Global Customised Wealth LLP employs a fee structure that encompasses a percentage of assets under management, fixed fees, and performance-based fees. The firm specializes in portfolio management for both individuals and pooled investment vehicles, focusing on tailored investment strategies to meet the unique needs of its clients.