We are a CFP® Professional managed practice
We follow the highest regarded professional designation in Financial Planning internationally, following The Financial Planning Standards Board Standards and Code of Ethics (www.fpsb.org).
There are no other practicing CFP® Professionals in the Cayman Islands, as the designation is specific to the profession of financial planning as a whole, which encompasses a professional understanding in wealth management, insurance, estate planning, tax, corporate finance, which has been overlooked by wealth management companies and family offices who have focused on a single aspect of finance instead of following a holistic approach.
Apart from the other major advantages that dealing with a CFP® offers, we act in a fiduciary capacity when dealing with our clients, maintain Continuous Professional Development (CPDs), and follow best practice with regard to our business structure, advisory processes and recommendations. Our advisors are also required to be members of the CFA Society of the Cayman Islands or another similar professional organisation.
When we say we’re independent, we actually mean it
When you entrust us to manage your investments, you can rest assured that we are acting in your best interests by our very nature and design.
The Investment Platforms, Products and Services we recommend are not partly or wholly owned by us, nor are we a subsidiary of any fund, investment platform, financial services or product provider. We do not collect our clients’ money, so we are free to recommend any Custodian, Investment Platform, Investment Product or other service providers to our clients.
Our advice and fee structure is fair, equitable and transparent
Our advice and fee structure is fair, equitable and transparent, and can be tailored to each individual client and their level of wealth.
TSC is the first company in the Cayman Islands to adopt the Financial Planning Standards Board recommendation to offer clients a Hybrid Fee structure. This helps avoid advisor remuneration biases towards both commission and fees, offering our clients the best balance of lower fees paired with greater expertise.
Due to our client-centric and flexible approach, we attract a wide range of clients by offering a tailored and transparent investment service that is suitable for professionals, companies, high net worth individuals and trusts.
The first meeting is always complimentary.
We have structured our business to put our clients first
We work on Agile Business Principles, which helps us focus on reducing wastage and inefficiencies for the benefit of our clients and the sustainability of our business and the environment.
By focusing on efficient service delivery as part of our business strategy, it lowers the fees and charges our clients pay, thereby increasing Return on Investment without adding risk, enhancing the service experience while maximizing returns.
We give back to society by conducting financial literacy seminars and presentations at local companies, often taking on young and ambitious Caymanian clients on a pro bono basis. We encourage our staff to get involved with their Church, volunteer their time to local charities and events, and help make a positive impact in everything they do.
This ties up with our Environmental, Social and Governance (ESG) focused business, while giving us the agility, paired with the professional knowledge and expertise, to spearhead the change we want to see in the advice and investment industry in the Cayman Islands.
We remain flexible in our approach to advice and wealth management
Times change and each client is different. We will remain flexible enough to adapt to a changing economic, social and regulatory environment, skillfully relaying this back into your planning, objectives and investment strategy.
Our independent approach to selecting investment options, combined with our flexible remuneration structure allows for us to engage with our clients where unique situations require bespoke services. We care about our clients best interest enough to have structured our business strategy to be centric to their changing needs and interests as time goes by, ensuring a long term, trusting relationship.
We have a penchant for always striving to be the best at what we do, so if it takes going the extra mile for our clients, or changing the way we do things for the benefit of our clients and society at large, that’s what we’ll do.
