COLCHESTER GLOBAL INVESTORS

RIASEC RegisteredEst. 2000
Total AUM
$24B
Discretionary
$24B
100% of AUM
Avg account
$296M
Accounts
81
Employees
56
Advisory reps
7

Firm details

Headquarters
LONDON,
CRD number
110985
Registered since
January 21, 2000
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles61.14%
  • Pension & Profit Sharing Plans15.69%
  • Sovereign Wealth Funds9.83%
  • Insurance Companies6.26%
  • Corporations / Businesses2.45%
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-focused investment manager that emphasizes fixed-income strategies, with a particular tilt toward sovereign bonds. The firm operates primarily on discretionary mandates and manages pooled vehicles and investment companies for institutional clients. Its regulatory and operational footprint includes commodity trading activity (CPO/CTA), and it charges a mix of percentage-of-AUM and performance-based fees alongside other fee arrangements. Colchester is not identified as an active ESG investor and concentrates on macro and rates-driven allocation decisions rather than retail wealth management. The firm’s investment profile centers on interest-rate and sovereign-credit exposures, using both separately managed accounts and pooled vehicles to express duration, yield-curve and currency views. Given its role as sponsor and manager of pooled vehicles, Colchester combines portfolio management across investment companies and pooled investment vehicles with commodity-related trading capacity when executing macro or hedging strategies.

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 82%, US Government Bonds 16%, Cash & Cash Equivalents 3%82%
  • Sovereign Bonds82%
  • US Government Bonds16%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • KEITH LLOYD

    Chief Executive OfficerCRD 4350980

  • TREVOR DENTON

    Chief Executive OfficerCRD 7599200

Contacts

3 of 5
  • MICHELE CONNELL

    Head of Legal & ComplianceCRD 6375814

  • LUCY CRAWFORD

    Investment Advisor RepresentativeCRD 6982465

  • PAUL HECKER

    CCOCRD 5638716

Unlock 2 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth