Private Wealth

Founded more than a decade ago, our wealth management division draws upon the many strengths of Cashmind Managers, incorporating an investment strategy that seeks to build and protect wealth. We specialize in combining financial planning with personalized portfolio management.

We understand that over the years, many larger, international financial firms have moved away from the “old model of Private Banking”, in favor of assigning their clients numbers and making the client-advisor interaction quite impersonal. At Cashmind we strive to offer the oft-forgotten personal touch…our approach might be more closely compared with what is known as a “family office”.

We also pride ourselves on being an independent fund manager … while we maintain commercial relationships with almost all financial intermediaries, we are not owned by any larger financial institution; as such, we are not beholden to other associated parties interests.

Our Legal Department works in association with the Private Wealth Division to provide value added services to our existing clientele. While the legal services offered are separately chargeable, they offer a convenient and efficient option for Private Wealth clients.

The range of legal services offered, includes but is not limited to:

• Advisory on property transactions
• Drafting and registering of wills, letters of wishes, powers of attorney
• Drafting of trust documentation (including living trusts)
• Estate Administration
• Probate

Our Investment Advisor will interact directly with a legal professional when structuring a portfolio, and dealing with personal family matters.

Offshore investments bring global diversity to investment portfolios, to mitigate negative consequences in the event of unforeseen local events.

There are numerous opportunities for equity and debt investments outside one’s own domestic markets. At Cashmind Managers, we are constantly reviewing these opportunities on behalf of our clients.

Mutual funds and unit trusts are the most common way for investors to invest in the global marketplace. These collective investment vehicles pool investors’ funds and invest them in stocks and bonds in offshore (foreign) markets. A fund manager makes the investment decisions, custodians hold title to the securities, and trustees or independent board directors ensure that the funds are invested in conformity with laid-out investment guidelines.

These funds are typically “open-ended,” which means that the amount of money the fund manager has to invest rises and falls as investors purchase additional units in the fund or sell units in the fund, respectively.

At Cashmind Managers we adhere to the following General Principles of Conduct, laid out by the Institute of Certified Financial Analysts.

• Act in a professional and ethical manner at all times.
• Act for the benefit of clients.
• Act with independence and objectivity.
• Act with skill, competence, and diligence.
• Communicate with clients in a timely and accurate manner.
• Uphold the applicable rules governing capital markets.

Our approach to wealth management services is to protect and grow our clients’ assets – whether individual, family, estate or corporate.

Our investment perspective is local, global and all shades in between depending on what makes sense for the Client.

In addition to wide geographical experience, Cashmind brings world class management principles to bear on each and every portfolio managed. These principles has been tried and tested for more than 15 years and have proved successful in a variety of circumstances.