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We are uniquely positioned to look after wealthy individuals, families, and institutions. We offer the scale and capability of a large global bank with the highly-customized service of a boutique firm.

This model allows us to advise and implement tailored wealth solutions on your behalf.

Discover Our Services
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As a Cidel client, you will experience an unmatched level of service and attention.

We take the time to understand you and your family including your financial intricacies and personal dynamics. Our team then follow a time-tested process to unlock the best solutions in service of your goals.
UNDERSTAND
Gain insight into family and business priorities, lifestyle and legacy goals in service of customized wealth solutions
DESIGN
Long-term strategic asset allocation and wealth plan in the best risk-adjusted manner.
IMPLEMENT
Asset allocation with world-class internal and/or external managers and conduct  robust and repeatable due diligence process.
MONITOR
Asset allocation, underlying investments and efficiency of structure and engage in  ongoing dialogue to ensure objectives are being met.

How we work
with you.

Our unparalleled knowledge of the financial landscape, along with a genuine understanding of you and your family—your background, aspirations and challenges—enable us to create customized solutions that help you reach your financial goals.

With significant expertise in Asset Management, Trust & Corporate Services, Specialized Banking and Ultra High Net Worth Services, we actively manage your wealth in a holistic and integrated way.

Since 1999, we’ve been helping high net worth clients manage their money, from equity and bond portfolios to multi-asset class portfolios. Offering a broad range of strategies backed by a robust process, our qualified team creates customized portfolios tailored to each client’s unique needs.

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.

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.

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.