C Worldwide Asset Management Fondsmaeglerselskab A/S is an adviser based in Copenhagen. It manages $18.44 billion of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2017.
C Worldwide Asset Management Fondsmaeglerselskab A/S provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C Worldwide Asset Management Fondsmaeglerselskab A/S is $18.44 billion. The firm's AUM has grown by 16% since the beginning of its operation, and $18.44 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay C Worldwide Asset Management Fondsmaeglerselskab A/S for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of C Worldwide Asset Management Fondsmaeglerselskab A/S is pooled investment vehicles with 3 clients and $5.47 billion of assets under management. Among the 11 most similar advisory firms, C Worldwide Asset Management Fondsmaeglerselskab A/S has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $17.84 billion for 34 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
C Worldwide Asset Management Fondsmaeglerselskab A/S doesn't advise any private funds.
The company employs 102 people that are either part- or full-time employees. 19 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where C Worldwide Asset Management Fondsmaeglerselskab A/S performs its advisory services is located at Dampfaergevej 26, Copenhagen, Dk 2100, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +45 35 46 35 00 or by fax +45 35 46 36 00. The normal business hours are 08.00-17.00 on Monday - Friday. You can find more information about the New York firm at cworldwide.com/.