GCW Global Customised Wealth provides investment management services and wealth management solutions to affluent families through direct relationships and partnerships with family offices and similar institutions. GCW manages assets through private investment vehicles, pooled investment vehicles, and liquid portfolios. GCW invests across traditional and alternative investment strategies, including public securities, foreign exchange, futures, options, and other derivatives, funds, co-investments in private equity, private debt, sponsors, general partners or holding companies of private investment funds. GCW also provides advice about a client’s comprehensive balance sheet.
Fee Structure
GCW Global Customised Wealth typically charges clients an annual management fee based on a percentage of the assets managed in a client's investment vehicle. The fee is determined by the nature and complexity of the investment program. The fee is prorated and charged quarterly based on the quarter-end net asset value of the assets for the prior billing period. GCW may also charge a performance fee on certain assets under management, measured quarterly. For separately managed accounts (other than Private Investment Vehicles), GCW charges a management fee on account net asset value but does not charge carry.