Investment Services

Cash Bank Limited is a full service investment brokerage firm, providing a personalised investment service. As a brokerage group, we are able to trade on most of the world's major markets.

Our areas of specialty include:

• Investment Brokerage
• Investment Advisory Services
• Discretionary Asset Management

Investment Brokerage

If a self-directed account is more relevant to your needs, we also offer competitive, execution services either on a per transaction basis or fee based accounts. In either case, our professional investment representatives are dedicated to providing a high level of customer service to meet your investment needs.

• International Money Market
  US Dollar Money Market Funds | Non-US Dollar Money Market Funds
• Cayman Based Investments
  Cash Bank Limited Corporation | Caribbean Utilities Company | Consolidated Water Company
• Euro Bonds
  Government Guaranteed Treasury Notes and Bonds | Corporate Paper
• Precious Metals
  Gold, Silver, Platinum Pool accounts
• International Stocks
  Global execution services in most major world stock markets
• Mutual Funds & Annuities
  Offshore no-load funds | Offshore high-performance equity funds | Closed end fund dealing service | Offshore annuity products 
• Foreign Exchange
  Highly competitive rates are available on foreign exchange transactions

Investment Advisory Services

Focused on providing a personalised asset allocation plan.

Your personal allocation plan is based on your financial objectives, time horizon, risk tolerance and financial situation. We utilize Modern Portfolio Theory (MPT) to help you build a diversified portfolio that is the foundation for your investment success. MPT is based on the concept that through intelligent diversification you can protect against many investment risks. Gains in one investment may offset losses in another. This reduces the likelihood of incurring significant losses during any market cycle.

Discretionary Asset Management

We have access to top investment managers through our existing institutional relationships.

These accounts are appropriate for international investors who desire custom tailored fiduciary asset management.

The account structure provides access to liquidity without the fees normally associated with transactional or commission based trading accounts. The 'Wrap Fee' account arrangement covers all trading, custody, income collection and safe keeping fees.