COLCHESTER GLOBAL INVESTORS
Firm details
- Headquarters
- LONDON,
- CRD number
- 110985
- Registered since
- January 21, 2000
- Website
- colchesterglobal.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds82%
- US Government Bonds16%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2KEITH LLOYD
Chief Executive OfficerCRD 4350980
TREVOR DENTON
Chief Executive OfficerCRD 7599200
Contacts
3 of 5MICHELE CONNELL
Head of Legal & ComplianceCRD 6375814
LUCY CRAWFORD
Investment Advisor RepresentativeCRD 6982465
PAUL HECKER
CCOCRD 5638716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 5th Floor
- Office locations
Similar firms
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED
RIAHong Kong
MERIT FINANCIAL ADVISORS
RIAALPHARETTA, GA
FEG
RIACINCINNATI, OH
TEMPLETON ASSET MANAGEMENT LTD.
RIASINGAPORE
POLEN CAPITAL MANAGEMENT, LLC
RIABOCA RATON, FL
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
RIASEATTLE, WA