Our roots are set in the service of high-net-worth families with complex needs that span across multiple jurisdictions. In the early 1990’s, after a decade in business, our client’s needs lead us to what we believe has become the premier jurisdiction for international financial services operations, The Bahamas. Over the years, The Bahamas has only increased in its appeal and we find ourselves fortunate to have headquartered there.
We grew as an organization, adding all of the capabilities to serve our international clients with a full array of in-house products and amenities. In addition, our long track record and good business practices have allowed us to develop key third-party institutional relationships. As a result, we found ourselves in the position to serve institutional clients’ needs – institutions with their own high-net-worth clients.
In 2015 we made the strategic decision to pivot towards servicing institutions that provide wealth management services to their own high-net-worth clientele; providing a robust managed investments platform and the underlying full-service custody services – account opening, reporting, custody of assets, etc.