Frequently Asked Questions
Answers to Common Questions About Our Services and Approach
We understand that wealth management involves many important considerations. Below are answers to common questions about our services, approach, and how we work with clients. If you need more information, we’re happy to provide further details.
Who regulates Crossbridge Capital?
We are regulated by the Financial Conduct Authority (FCA) in the UK.
Do you have performance data or case studies?
Yes. Performance overviews and anonymized case studies are available to qualified prospects upon request.
What is the minimum to open an account?
Typical starting AUM is $1 million, though this varies depending on the mandate and services required.
Do you work with international clients?
Yes. We serve clients globally, especially those with cross-border assets, tax residency, or family structures.
How are client assets safeguarded?
Assets are held with tier-1 global custodians. They are fully segregated from Crossbridge’s balance sheet.
How is your fee structure set up?
We charge a transparent, asset-based advisory fee with no product commissions. Full details are provided before onboarding.
Do you offer access to private markets and alternatives?
Yes. Qualified clients can access private equity, real estate, and co-investment opportunities vetted by our investment committee.
Can you integrate ESG or responsible-investment preferences?
Yes. We support ESG, impact, and faith-based mandates and provide periodic reporting aligned to client values.
Will I have direct access to senior advisors?
Yes. All clients work directly with senior advisors or principals—no junior relationship tiers.
What kind of reporting do you provide?
Clients receive monthly reporting covering portfolio performance, allocation, and activity. Custom reporting is available.
Do you provide services across multiple jurisdictions?
Yes. We regularly advise clients with entities, assets, and family members across multiple jurisdictions.
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