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Cidel Asset Management Inc.
Cidel Asset Management Inc. (Cidel) is a Canadian private bank and asset manager offering integrated wealth management, trust, and specialized banking services to high-net-worth individuals, families, and institutions. The firm designs and implements customized financial solutions focused on wealth preservation, growth, and transfer, emphasizing transparency, global capability, and a boutique approach to service. Core services include asset management, trust services, philanthropy, planning & structuring, and corporate services.
Investment Strategy
Cidel manages a broad range of traditional and non-traditional strategies, creating custom portfolios tailored to each client's unique needs and risk tolerance. The firm emphasizes structure as a foundation for wealth preservation and growth, customized wealth planning, and balanced investment strategies that weigh risk and return.
Latest 13F Filing Activity
Cidel Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 359 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Asml Holding N V, Royal BK Cda among other positions. Cidel Asset Management Inc. reduced exposure to Alphabet Inc., Bank Montreal Que, Willis Towers Watson PLC LTD among others.
Top Holdings
Equity Positions (359)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.78% | $79.5M | 159,887 | $196.26 | $497.41 | +$23.6M |
R RY | ROYAL BK CDA | 4.63% | $77.2M | 586,633 | $78.04 | $131.55 | +$12.2M |
R RBA | RB GLOBAL INC | 4.39% | $73.1M | 689,600 | $62.17 | $106.19 | +$5.1M |
V V | VISA INC | 2.87% | $47.7M | 134,456 | $222.00 | $355.05 | +$7.0M |
A ABT | ABBOTT LABS | 2.69% | $44.8M | 329,181 | $114.07 | $136.01 | +$1.6M |
Industry Allocation
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