For over 20 years our mission has been to help our clients create and manage wealth. We pride ourselves on being industry leaders, not only in performance but also in innovation. Proof of our success is more than $2 Billion in capital raised for our corporate clients, over $1 Billion in assets under management and over $2 billion in assets under administration.
Our vision is simple - to be the premier Wealth Manager and Advisor in the communities we serve through our client-first approach. We are a regional private bank which makes us especially attuned to the unique needs of our local clientele. We consistently introduce original products carefully designed with these needs in mind. We have also cultivated key relationships with best-in-class global partners that help us deliver the gold standard in investment management solutions.
Our comprehensive and customizable solutions include:
Caribbean Utilities Company, Ltd., known locally as “CUC”, commenced operations on May 10, 1966, as the only public electric utility in Grand Cayman, the largest of the three Cayman Islands, serving 758 customers.
The Company has consistently powered the growth of Grand Cayman's economy, meeting the demands of rapid development for over 50 years. Today CUC serves over 29,000 customers and is considered one of the most reliable, safe and efficient power companies in the Caribbean.
CUC is publicly traded on the Toronto Stock Exchange; Fortis, Inc. of Newfoundland, Canada is the majority shareholder holding approximately 60% of the voting shares outstanding. CUC currently has over 200 employees, 90% of whom are Caymanian.
As a leader in the energy sector of Grand Cayman, CUC is pleased to be a partner in the Cayman Economic Outlook Conference, a premiere local forum with renowned international speakers, who present on diverse and interesting topics that impact the global and local economies.
Dart is a global organization with headquarters in the Cayman Islands. The Dart portfolio of companies is owned by Ken Dart and spans a range of industries including real estate development, hospitality, retail, entertainment, finance, and biotech. Guided by the vision of Ken Dart, Dart has developed more than $1.5 billion in mixed-use, residential, commercial, recreational, educational and hospitality properties throughout the Cayman Islands.
Founded in 1989, Overseas Asset Management (Cayman) Ltd. (“OAM”) is an independent boutique investment manager based in the Cayman Islands and regulated by the Cayman Islands Monetary Authority. OAM manages two funds, OAM Asian Recovery Fund and OAM European Value Fund (both listed on the Cayman Islands Stock Exchange), with a distinct investment philosophy and a highly focused research and investment process.
We pride ourselves on the long-term performance of our funds and aim to generate superior risk-adjusted returns for our clients, with whom we have built strong relationships, offering personalized and friendly service. OAM is 100% owned by its directors and employees who are also significant shareholders in the OAM funds, creating a strong alignment of interest with our clients.
A leading insurance broker in the Cayman Islands for over 35 years providing independent and trusted advice. Vanguard Risk Solutions provides a comprehensive range of insurance solutions for both individuals and companies, including for homes, commercial and condominium buildings, construction, general and professional liability, motor, marine, health and group life insurance. With Vanguard Risk Solutions clients receive the highest standard of service from on the ground, experienced and qualified professionals. Combining local knowledge with international expertise Vanguard is the better solution for your business or your family.
