Wealth Management Services that Deliver

Wealth Management Services that Deliver

For individuals with a high net worth or owners of private trusts, finding a dependable and professional wealth management group is of utmost importance.  One such organization is Caledonian Asset Management, which is a subsidiary of Caledonian Global Financial Services Inc., an offshore financial services company with their main office located in the Cayman Islands.  By employing a multi-asset approach in their wealth management system, they are able to specialize in the structuring and management of bespoke portfolios.

This group approaches investments with a conservative yet diversified perspective, while also remaining conversant and informed about all upcoming investment opportunities.  By independently monitoring various managers and funds, they are able to select informed and proven leaders in particular investment sectors, which further secures overall performance for their trusting clients.

Each client is provided with regular quarterly updates, along with thorough reviews of their portfolios by their investment committee.  This investment committee has broad and deep experience in overseeing and managing assets by applying stringent yet flexible internal controls.  Furthermore, this same committee also stays abreast of all market conditions, remaining poised to take advantage of many opportunities as the situation arises.

Caledonian Asset Management also provides their own exclusive fund in which their clients may participate.  The Caledonian Funds SPC, Global Diversified Value Fund Portfolio is an actively managed portfolio that is designed to achieve long-term capital growth through a variety of global equity securities that have been deemed to be currently undervalued.  They work directly with Alliance Bernstein, which is a registered investment advisor with more than $450 billion in assets under their direction and control.

The parent company, Caledonian Global Financial Services Inc. has long served both high net worth individuals as well as international corporations in delivering quality and private banking services and financial needs for more than 45 years.  They are considered to be one of the most trusted names in offshore banking and wealth management services in the world today.