Offshore Wealth Management and Private Banking

Wealth Management

Wealth management is at the core of Alexandria Bancorp’s business.Their ultimate parent company, Guardian Capital Group Limited, is publicly listed in Canada and has been in the wealth management business since 1962. Through offices in the Cayman Islands and Barbados, Alexandria has the financial strength you expect while providing you with the personal service you deserve.

Alexandria provides its wealth management services primarily through Alexandria Global Investment Management Limited (“AGIM”). AGIM offers clients access to a range of investment management services through The Alexandria Fund, an open-ended mutual fund company incorporated in the Cayman Islands since 1991, as well as through segregated portfolios tailored to the investment objectives of each client.

For many wealthy families and individuals, trusts and corporate entities form an important part of the estate and wealth management planning process. Some common reasons to use an offshore structure include: asset protection from unforeseen potential litigation or creditors; planning around the transition of assets upon death; and to manage unwanted local knowledge of family wealth in jurisdictions where violence or kidnappings is a common concern.

Alexandria Bancorp provides its clients with comprehensive and personalized trustee and corporate administration services, including the provision of a company’s registered office, corporate director and secretary, accounting services, and the maintenance of corporate records and regulatory filings.

Private Banking

Alexandria offers qualified persons with personalized offshore private banking services including taking deposits in all major currencies, foreign exchange and secured lending.

At Alexandria they maintain a number of correspondent banking relationships with premier international financial institutions – both onshore and offshore. This approach provides us and our clients with access to the best cash management solutions available while ensuring flexibility at critical times.

For those deciding whether a Cayman or Barbados structure would benefit them we would be pleased to facilitate a discussion with you and your advisors.

Campbell Financial Advisors  manage relationships for Offshore Wealth Management and Private Banking.