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Discretionary Management

Our high net-worth clients are offered active portfolio management. Through active portfolio management, we seek to deliver superior returns while controlling exposure to risk. The Group has an in-house network of professionals specialising in major financial markets who apply their expertise to the management of your portfolio. Portfolios are strategically diversified across asset classes, geographic regions and industry sectors. Our services are designed to reflect your specific needs and objectives.


Pursuing a proven investment approach, our portfolio managers are dedicated to regularly monitoring and reviewing your portfolio to ensure its suitability to your objectives and changing financial markets.


We manage over USD $6.9 billion for individuals, institutions, trusts, and various-sized businesses.


Minimum Account Size

  • USD$ 500,000 (or equivalent) minimum account size for pure fixed income, or pure equity portfolios
  • USD$ 1,000,000 (or equivalent) minimum account size for mixed fixed income/equity portfolios

Account Fees

  • Fees range from 0.4% to 1.25% per annum depending on assets allocation and account size.
For more information, please contact us at:
Tel: (345) 949 7055
Fax: (345) 949 7004
Email: investments.cayman@butterfieldgroup.com
 

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