Colchester Global Investors Ltd (London)

Name: Colchester Global Investors Ltd
Address: Heathcoat House, London, W1 S 3 Pr
Telephone: 011-44207-292-6920

Colchester Global Investors Ltd is a large advisory firm based in London. It manages $43.23 billion of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2001.

Colchester Global Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Colchester Global Investors: assets under management

The assets under management (AUM) of Colchester Global Investors Ltd is $43.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 18901% since the beginning of its operation, and $30.93 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $43.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $379.22 million each.

Investments

The firm invests in sovereign bonds the most. They account for 66% of the total AUM. The second-largest asset type is government bonds, which make up 31% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colchester Global Investors Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael John Julian Cowan serves?

The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Michael John Julian Cowan is pooled investment vehicles with 52 clients and $17.82 billion of assets under management. Among the 10 most similar advisory firms, Colchester Global Investors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $43.23 billion for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 65% of the firm’s clients are foreign persons or businesses.

Colchester Global Investors also advises several private funds. Namely, eleven other private funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $3,000,000.

Careers at Colchester Global Investors Ltd

The company employs 57 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael John Julian Cowan has been acting as President since 1 Jun 2007. Michele Connell joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ian Galloway Sims	Chairman, cio, director, shareholder class b	1 Oct 1999	50% - 75%	2898959
Edward Yat Hung Wong	Shareholder class b	1 Oct 1999	Other	4350991
Silchester Partners Limited	Shareholder class a	1 Oct 1999	75% - 100%	foreign
Silchester International Investors Ltd	Shareholder	1 Oct 1999	75% - 100%	110987
Stephen Charles Butt	Director	1 Oct 1999	Other	1460494
Lucy Jane Pereira	Director	1 Oct 1999	Other	4350966
Keith Allan Lloyd	Ceo, deputy cio, director, shareholder class b	1 Jul 2000	Other	4350980
Mamak Shahbazi	Marketing director, director, shareholder class b	1 Nov 2001	Other	1527017
Keith Allan Lloyd	Director	1 Jul 2004	Other	4350980
Michael John Julian Cowan	Director	1 Jun 2007	Other	4350942
Elizabeth Anne Pritchard	Cco, shareholder class b	1 May 2010	Other	5820211
Jeffrey John Pritchard	Chief operating officer	1 Apr 2014	Other	6375821
Michele Connell	Chief compliance officer	1 Jul 2014	Other	6375814

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Shareholder	1 Apr 1995	50% - 75%	1460494
Asahi Life Investment Europe Limited	Shareholder	1 Apr 1995	75% - 100%	foreign

Based in London

The principal office where Colchester Global Investors Ltd performs its advisory services is located at Heathcoat House, London, W1 S 3 Pr, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-44207-292-6920 or by fax 011-44207-292-6932. The normal business hours are 08:00-18:00 on Monday - Friday. You can find more information about the New York firm at colchesterglobal.com and its LinkedIn profile.