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Wealth Solutions

Asset Management

Our mission is simple: Bring the best ideas, strategies and managers from across the globe to your portfolio, delivering superior returns through a robust and repeatable process designed to protect and grow your wealth.
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Investment Management Solutions

At Cidel, we recognize the hard work behind your financial success. Since 1999, we’ve been helping high net worth clients and some of the world’s largest institutions protect and manage their wealth. Offering a broad range of traditional and non-traditional strategies, our expert team will create a portfolio tailored to your unique financial goals and risk tolerance—one you can feel confident in, today and in the future.

  • Long-term track records with superior down-side market protection
  • Consistency of returns
  • Expert asset allocation
  • Open-architecture platform that accommodates in-house and external investments
  • Complete customization

 

Putting you first

With investment roots dating back to 1999, Cidel works with clients to identify and implement customized investment solutions.

At Cidel, our real strength lies in our ability to adapt to your needs, shaping your vision together.

Our internal team of subject matter experts provides a comprehensive suite of best-in-class services, with one point of contact to oversee every aspect of your wealth plan.

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$ 27.8 B +

ASSETS UNDER ADMINISTRATION

21

Investment Strategies

200 +

Employees

1999

Founded

Responsible Vision

Cidel is a signatory of the United Nations-supported Principles for Responsible Investment (PRI), the world’s leading proponent of responsible investing.

These principles closely align with Cidel’s investment approach and long-term focus, as the firm aims to preserve and grow client capital by investing in businesses that can deliver sustainable cash flow growth over time.

Cidel Responsible Investment Policy

Our Responsible Investment Policy outlines how we integrate environmental, social, and governance factors into our investment process, ownership practices, and portfolio construction. By taking a comprehensive view of risk and opportunity, we aim to deliver sustainable outcomes and long-term value for our clients.

To review the full file please click HERE.

Institutional

Cidel Private Bank investment solutions are informed by our institutional investment business, Cidel Asset Management. With the expertise of experienced investment professionals, Cidel Asset Management has a proven track record of success in managing global and domestic investment for large institutions, endowments, foundations and pension funds.
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Trust & Corporate Services

We strongly believe that smart planning and efficient structuring are the foundations of wealth creation and growth. At Cidel, we both advise on planning and implement structures, collaborating with clients and their advisors for seamless execution across multiple jurisdictions.
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Specialized Banking

As a private bank, we offer the scale and capability of a big bank with personalized, boutique-style service. Our banking platform provides clients with access to global markets, seamless lending solutions, and the ability to hold multiple currencies, allowing you to transact on the world stage.
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Ultra High Net Worth

Significant wealth creates complexity. As your partner, we actively manage every aspect of your wealth by creating tailored solutions that help you reach your financial goals. This approach simplifies complexity in a way that’s right for you.
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