the client experience
Our Clients Our clients span the globe and include some of the most prestigious and well-known families and institutions in the world. We are privileged to serve a diverse client base that encompasses ultra-high-net-worth families, leading endowments, foundations, healthcare systems, retirement and insurance plans, and government funds across North America, Europe, the Middle East, Asia, and Australia. We are proud to partner with such an esteemed group of clients, many of whom have entrusted us with their investment portfolios for decades. We believe our clients understand and appreciate the deep knowledge, rigorous research, and specialized expertise that our investment teams bring to their relationships. We are honored to be a trusted advisor to such a distinguished group and remain dedicated to helping them navigate the complexities of the global investment landscape.
Clients, by type 2
Government & Union
about ca
Corporate & Insurance
the client experience
6%
8%
Private Client & Family Office
ca events
31%
Other Non-profit
15%
investment research
our colleagues
4%
Healthcare System
firm ownership
19%
16%
notes
College & University
Foundation
14 average client tenure (years) 3
96% average annual retention rate 4
5 cambridge associates year in review 2024–25
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