Cidel Asset Management Inc. offers discretionary investment advisory services to high-net-worth individuals and institutional investors, primarily to non-U.S. clients. For U.S. based clients, Cidel manages separate accounts using pre-formulated strategies tailored to individual objectives. Cidel focuses on equity securities in global markets, seeking opportunities from changing competitive dynamics. They provide each U.S. based client with an Investment Policy Statement integrating the client’s goals and financial situation.
Fee Structure
Cidel Asset Management charges a management fee to U.S. based clients, ranging from approximately 0.09% to 1.75% per year. The fees are calculated according to the client's investment management agreement and are generally paid after services are provided. The firm may modify fees on a case-by-case basis with the client's consent.