Grow & protect
your legacy.
📍 Cayman Beacon Bank – Wealth Division 🇰🇾
Global Private Banking Headquarters
Grand Cayman, BWI
77 West Bay Road, Seven Mile Beach, Grand Cayman KY1-1205
Mary Street, George Town
Beacon Digital Advisor
Automated, low-cost portfolios starting at $1,000. Goal-based investing with quarterly rebalancing. Fees from 0.35%.
Private Wealth Management
Dedicated advisor, customized portfolios, tax optimization, estate planning. For investable assets $500k+.
Self-Directed Investing
Trade stocks, ETFs, options, and mutual funds via Beacon Trade platform. $0 commissions on stocks/ETFs.
Retirement & IRA
Traditional, Roth, SEP IRAs. Rollover 401(k) with ease. Access to target-date funds and annuities.
| Portfolio | Risk Level | Equity/Bond Split | 5Y Avg Return | Management Fee |
|---|---|---|---|---|
| Conservative Income | Low | 20% / 80% | 4.2% | 0.35% |
| Balanced Growth | Moderate | 60% / 40% | 7.8% | 0.40% |
| Aggressive Equity | High | 85% / 15% | 10.5% | 0.45% |
| Global Diversified | Moderate-High | 70% / 30% (international focus) | 9.1% | 0.50% |
| Sustainable/ESG | Moderate | 65% / 35% | 8.4% | 0.45% |
| Feature | Traditional Brokerage | Cayman Beacon Wealth |
|---|---|---|
| Minimum investment (robo) | $5,000 – $10,000 | ✓ $1,000 |
| Access to dedicated advisor | Only at high tiers ($250k+) | ✓ All clients $50k+ |
| Tax-loss harvesting | Extra fee | ✓ Included |
| International stock exchanges | Limited | ✓ 25+ exchanges |
| Estate planning services | Separate fee | ✓ Complimentary for $500k+ |
Preferred lending rates
Mortgage, securities-based loans, and credit lines with 0.50% – 1.00% off standard rates.
Annual financial checkup
Comprehensive review of investments, insurance, estate plan, and tax strategy.
Legacy & trust services
Trustee services, multi-generational wealth planning, and charitable giving strategies.
Global market insights
Weekly strategy calls with our chief investment officer, proprietary research reports.
| Investable Assets | Digital Advisor Fee | Private Wealth Fee |
|---|---|---|
| $0 – $50,000 | 0.35% | N/A |
| $50,000 – $250,000 | 0.35% | 1.00% |
| $250,000 – $1M | 0.30% | 0.85% |
| $1M – $5M | 0.25% | 0.65% |
| $5M+ | Custom | 0.45% – 0.55% |
Self-directed investing, institutional tools
$0 stock/ETF trades · Real-time data · Options trading · Fractional shares available.
🏆 Why Beacon Wealth?
- ✓ CIMA regulated — global standards
- ✓ Fiduciary duty to clients
- ✓ Multi-currency accounts (USD, KYD, EUR, GBP)
- ✓ Access to IPOs & private placements
📋 Get started
- Digital Advisor: $1,000 minimum
- Private Wealth: $250,000 minimum
- Self-Directed: $0 minimum
- Free initial consultation
Your wealth, our expertise.
Schedule a complimentary discovery call with a wealth advisor. No obligation.
Existing Beacon clients receive 0.10% fee discount.