Blacktower Cayman
Blacktower Financial Management (US) LLC – Specialising in retirement solutions, retirement planning and cross border tax compliance for British citizens living and working in the US. Trusted financial advice in the USA with a distinctly British style.
For many investors, savings will form the foundation of a successful long-term wealth management strategy. By making regular monthly savings and investing them in a suitable vehicle – perhaps a fund or a portfolio of investments – investors have the ability to work towards their goals, whether that's a retirement fund, education fees or the creation of a legacy.
However, whether you have a lump sum to invest or plan to put away a regular amount, it is important that money is not simply squirreled away. Putting money into a conventional bank savings account is often little better than hiding it under a mattress as, in the current economic climate, it is unlikely to produce returns above the rate of inflation.
By sitting down and discussing your circumstances and goals with an adviser, it is possible to take advantage of the many great opportunities available in the Cayman Islands – the jurisdiction allows an abundance of choice when it comes to flexible, monthly savings vehicles offering rich potential for growth.
Source link : https://www.blacktowercayman.com/services/savings-plans
Blacktower Financial Management specialises in providing its international wealth planning clients a bespoke and independent wealth management advice service that takes full account of their circumstances, risk tolerance and goals.
From our offices in Georgetown in Grand Cayman we are able to provide this service to the following types of client:
How we work
When you become a client of Blacktower we sit down with you and listen to your personal circumstances. This includes understanding the scope of your income, assets and outgoings together with your long-term goals, liquidity requirements, mandates in place and any other concerns so that we can help you build an effective wealth planning strategy.
Generational Wealth Planning and Succession Wealth Planning
Often our relationships come with the expectation of the investments not being needed in the immediate future. We have the ability to plan for a much longer time horizon (25 years or more) with the intention of a beneficiary ultimately gaining control of the assets at some point in the future.
Wealth Planning in Grand Cayman
Blacktower Cayman was established in January of 2014 and is regulated by the Cayman Islands Monetary Authority (CIMA) with a full Securities Investment Business License (SIBL).
Source link : https://www.blacktowercayman.com/services/wealth-planning
Whether you are an individual or corporate investor, when you become a client of Blacktower Cayman you open up a whole world of wealth management possibilities, including access to a comprehensive and expert-led discretionary asset management service.
Discretionary Asset Management at Blacktower Cayman
Using a Discretionary Portfolio Manager is all about freeing time for your wealth manager to focus on the important issues relevant to your individual investing needs, meaning you benefit from the specialist expertise of a professional whose job it is to research both your portfolio options and the relevant market conditions so that your assets and investments give you the best chance of reaching your goals.
A Dedicated Trade Desk
Blacktower’s offering allows clients access to a trade desk to assist them in the pursuit of both their long-term strategy and their short-term cash flow needs. Flexibility is built in to our service.
Personalised
Blacktower’s Portfolio Managers provide a top-down service that enables clients to personalise their portfolios in line with their character and investment goals.
Wealth Management Specialists in Georgetown
If you would like to discuss how Discretionary Asset Management and Trade Desk services might fit in with your broader wealth management strategy, contact the specialists at Blacktower Cayman today.
Source link : https://www.blacktowercayman.com/services/discretionary-asset-management
If you are an experienced investor who can confidently make decisions regarding your portfolio, Blacktower is happy to execute the trades on your behalf.
As part of our execution-only services, clients have to access global markets across 36 stock exchanges, in more than 15 different currencies.
Available investments include the following:
Experience is Key
Execution only services are suitable for experienced investors who are confident in negotiating the buying and selling of securities. It is essential that any execution-only investor understands the risks involved. For example, investments may fall in value and it is possible that your investments may pay you back less than the value of your initial investment.
Execution Only – Handling your Specific Trade Requests
It is important to understand that execution-only investment services do not come with personal advice regarding the suitability of investments and your portfolio as a whole – we do not tell you whether we think a particular fund, share or stock is a good buy for you.
Instead, you are in control; we simply act on your instructions to execute requested trades, whether they relate to stocks, options, ETFs, bonds or foreign exchange. Whatever your motivation to trade independently, be sure that you have the wealth to withstand any losses you might sustain while using an execution-only service.
Source link : https://www.blacktowercayman.com/services/execution-only-services
Blacktower Financial Management (US) LLC – Specialising in retirement solutions, retirement planning and cross border tax compliance for British citizens living and working in the US. Trusted finan...
