CH Global offers investment management and advisory services to ultra-high net worth individuals and families, as well as related entities and trusts. CH Global works with clients to develop an investment program reflecting their objectives, liquidity needs, and risk tolerance. CH Global builds tailored portfolios that may include traditional equity and fixed income, to more sophisticated alternative investments. CH Global may recommend investments to clients based on the investment products and services offered by the Custodian Bank.
Fee Structure
CH Global's fees for separately managed accounts are generally charged as a fixed fee, approximating a percentage of the assets they manage. This percentage typically starts at 0.45% but may be less depending on the amount of assets, the types of securities and investment strategies, and whether CH Global or third-party managers are directly managing the assets. In certain cases, CH Global may alternatively charge separately managed accounts a fee as a percentage of assets under management, which also will typically be no higher than 0.45% per annum.