Clients
Colchester Global Investors serves 78 clients, 49 of them pooled investment vehicles. The average client has about $346 million with the firm.
- Pooled investment vehicles49 clients52%
- Pension and profit-sharing plans16 clients21%
- Charitable organizations3 clients2%
- Insurance companies2 clients3%
- Sovereign wealth funds and foreign official institutions1 clients16%
- OtherCorporations and other businesses, Investment companies, Other investment advisers6%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 3 | $500,588,293 | 1.9% | $166.9M |
| Pooled investment vehicles | 49 | $14,114,495,443 | 52.4% | $288.1M |
| Pension and profit-sharing plans | 16 | $5,622,708,873 | 20.9% | $351.4M |
| Charitable organizations | 3 | $563,542,755 | 2.1% | $187.8M |
| Other investment advisers | 1 | $400,514,842 | 1.5% | $400.5M |
| Insurance companies | 2 | $919,922,553 | 3.4% | $460.0M |
| Sovereign wealth funds and foreign official institutions | 1 | $4,226,892,735 | 15.7% | $4.23B |
| Corporations and other businesses | 3 | $610,429,022 | 2.3% | $203.5M |
| Total | 78 | $26,959,094,516 | 100% | $345.6M |
- Clients
- 3
- Regulatory AUM
- $500,588,293
- Share
- 1.9%
- Avg. per client
- $166.9M
- Clients
- 49
- Regulatory AUM
- $14,114,495,443
- Share
- 52.4%
- Avg. per client
- $288.1M
- Clients
- 16
- Regulatory AUM
- $5,622,708,873
- Share
- 20.9%
- Avg. per client
- $351.4M
- Clients
- 3
- Regulatory AUM
- $563,542,755
- Share
- 2.1%
- Avg. per client
- $187.8M
- Clients
- 1
- Regulatory AUM
- $400,514,842
- Share
- 1.5%
- Avg. per client
- $400.5M
- Clients
- 2
- Regulatory AUM
- $919,922,553
- Share
- 3.4%
- Avg. per client
- $460.0M
- Clients
- 1
- Regulatory AUM
- $4,226,892,735
- Share
- 15.7%
- Avg. per client
- $4.23B
- Clients
- 3
- Regulatory AUM
- $610,429,022
- Share
- 2.3%
- Avg. per client
- $203.5M
Total
- Clients
- 78
- Regulatory AUM
- $26,959,094,516
- Share
- 100%
- Avg. per client
- $345.6M
What it does
Colchester Global Investors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
Colchester Global Investors advises 8 private funds.
100.0% of assets ($26.96B across 78 accounts) are managed with discretion. 92% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- U.S. government/agency bonds
- 13%
- Sovereign bonds
- 85%
- Derivatives
- 1%
- Cash and cash equivalents
- 2%
Custodians
Colchester Global Investors’ client accounts are held mainly at State Street Bank and Trust, with 16% of managed assets, and HSBC Bank PLC, with 16%. Colchester Global Investors does not have custody of client assets.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $3.15B12%
- HSBC Bank PLCHSBC Bank PLC · London · $4.23B16%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $4.24B16%
- Brown Brothers Harriman &Brown Brothers Harriman & Co. · New York, NY · $1.89B7%
- All other custodians$13.46B50%
Ownership and leadership
Silchester Partners Limited owns 75% or more of Colchester Global Investors.
- Owns 75% or more of Colchester Global Investors LTD
Silchester Partners Limited
since October 1999
- Owns 50% to 75% of Silchester Partners Limited
Stephen Butt
since April 1995
- Owns 50% to 75% of Colchester Global Investors LTD
Ian Sims
Control person · since October 1999
- Owns 10% to 25% of Colchester Global Investors LTD
Edward Wong
since October 1999
- Owns 10% to 25% of Colchester Global Investors LTD
Keith Lloyd
Control person · since July 2000
Leadership
- Timothy DigbyChief Operating Officer - Shareholder Class B
- Michele ConnellNon-Executive Director
- Lucy CrawfordNon-Executive Director
- Trevor DentonCEO, London - Shareholder Class B
- Paul HeckerGlobal Head of Compliance / CCO - Shareholder Class B
- Keith LloydGroup CEO, Deputy CIO, Director, Shareholder Class B
- Ian SimsChairman, CIO, Director, Shareholder Class B
- Edward WongShareholder Class B
Staff
- 50 employees
- 5 in advisory functions
Fees
Colchester Global Investors is paid through a percentage of assets under management, performance-based fees and other.
Colchester Global Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Colchester Global Investors has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Colchester Global Investors LTD
- Headquarters
- 5th Floor, 130 Wood Street, London, United Kingdom EC2V 6DL
- Phone
- 011442072926920
- Website
- www.colchesterglobal.com
- SEC file
- 801-57116
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- April
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Colchester Global Investors have?
Colchester Global Investors has 78 clients and manages $27 billion for them, as of July 2026. They include 49 pooled investment vehicles, 16 pension and profit-sharing plans and 3 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Colchester Global Investors offer?
Colchester Global Investors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Colchester Global Investors use?
Colchester Global Investors’ separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $4,239,913,639, HSBC Bank PLC (London), with $4,226,892,735, The Northern Trust Company (Chicago, IL), with $3,147,363,056 and Brown Brothers Harriman & Co. (New York, NY), with $1,888,564,316. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Colchester Global Investors have?
Colchester Global Investors has 0 investment adviser representatives registered with state securities authorities, out of 50 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Colchester Global Investors invest in?
At the end of its last fiscal year, Colchester Global Investors’ separately managed accounts held 85% sovereign bonds, 13% U.S. government and agency bonds, 2% cash and equivalents and 1% derivatives. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Colchester Global Investors?
Colchester Global Investors is owned through a holding company by Stephen Butt. Its direct owners are Ian Sims (50% to 75%), Edward Wong (10% to 25%), Keith Lloyd (10% to 25%) and Silchester Partners Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Colchester Global Investors get paid?
Colchester Global Investors is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file