Ethical Investment Advisory & Wealth Management

Investment advisory services are an important part of the financial planning process. These services can help you understand your investment options and make decisions about how to invest your money. Cayman International's wealth-centred strategic approach has many different types of investment advisory and wealth management services and they are all tailored to help you with your unique needs.

Our investment advisory and wealth management services range from wealth planning to succession planning for individuals, families and companies. We also offer business restructuring services and can help you with your globalisation needs.

If you need holistic investment advise and wealth planning services for current and future generations, let us assist you with your needs - we have over 160 years of combined experience.

Our Focus Areas

Wealth Planning

Clients benefit form custom tailored investment support to
enable informed decision making. Cayman’s investment advisory services ensure that clients’ investment objectives and risk profiles are taken into consideration.

Clients benefit form custom tailored investment support to
enable informed decision making. Cayman’s investment advisory services ensure that clients’ investment objectives and risk profiles are taken into consideration.

We offer services towards worldwide settlement of transactions as well as centralised safekeeping and administration of your portfolio.

Additionally, comprehensive reporting of individual or consolidated portfolios are provided periodically. A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long term and for current and future generations.

Our wealth planning team can help you whether you need a thorough review of your finances or need specific advice on a particular aspect of your wealth planning needs, our team is fully equipped to have an in depth discussion on a client’s complete wealth structuring needs including their philanthropic intentions, their need for family governance, probate and estate administration weighed against any tax and legal issues.

Succession Planning

Succession planning is an important part of the talent management process.

It provides a way to identify key roles, people with the right skills and positions that may need filling in a short space of time. It also provides a way to cut the costs of recruitment, enabling organisations to manage recruitment in house.

Succession planning is an important part of the talent management process.

It provides a way to identify key roles, people with the right skills and positions that may need filling in a short space of time. It also provides a way to cut the costs of recruitment, enabling organisations to manage recruitment in house.


At Cayman we strive to identify the business structure, advise and generate a tailor made succession plan best suited for your business, ensuring that your legacy continues for generations.

Need Holistic Advice?