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Building 2GCW GLOBAL CUSTOMISED WEALTH LLP

Map pinLONDON
Phone+44 (0)203 961 0670
NotebookSEC #801-113227
Total AUM
$518M
Employees
6
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CHESTERFIELD STREET
LONDON
W1J 5JF
United Kingdom
Operating Hours
9AM - 5PM UTC
Monday - Friday
Phone
+44 (0)203 961 0670

ReceiptFinancials

Total AUM
$518M
Accounts
11
Discretionary
$316.7M
Accounts
10
Non-Discretionary
$201.3M
Accounts
1

ContactClients

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HNW Individual Clients
3
AUM
$209M
Pooled Vehicle Clients
2
AUM
$84.4M
Insurance Company Clients
1
AUM
$14.2M
Other Clients
4
AUM
$210.3M
Description of Other Clients
FUND OF ONE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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