Preserving legacy and generational wealth

Sygnus Wealth is dedicated to building partnerships and securing a steadfast financial future for you and your family—helping you navigate the intricacies of preserving legacy and generational wealth. Our journey with our clients is a long-term one, where we nurture a personal and involved relationship to truly understand your aspirations and values.

As a full-service Wealth Management platform, we aspire to redefine the investment experience, going beyond traditional investing by offering solutions in Investment Management, Wealth Advisory, Tax Advisory and Estate Planning, as well as leveraging your portfolios with our Sygnus Alternative Investment Platform.

Through our commitment to Sygnus’ 3Is Principle, we offer Independent financial advice fueled by Innovation and backed by Integrity.

A Caribbean Firm with a Global Reach

With the clients’ experience at the core of our model, we are dedicated to tailoring our services to meet your family’s needs, which will benefit generations to come. Our team provides flexible, yet sophisticated services focused on long-term wealth preservation in a globalized world. By building a robust, diversified, and global portfolio based on your unique financial priorities, we unlock exclusive opportunities while mitigating risk.

Culture of Independence backed by Integrity

Sygnus is committed to providing conflict-free advice and taking a fiduciary approach to wealth management so you can trust that we are acting in your best interest at all times. As an independent financial institution, we’re unencumbered in our ability to craft the right solutions for our clients, but we govern our actions by a strict code of ethics. In keeping with international best practices, Sygnus has adopted the CFA Institute’s Code of Ethics and Standards of Professional Conduct, as well as the CFA Institute’s Asset Manager Code of Conduct.

Our Holistic Approach

Our clients benefit from customized innovative solutions, active portfolio management, and direct access to on-the-ground expertise. Our personalized approach combined with Sygnus’ integrated network of solution-oriented businesses and the expertise of our highly accomplished team of financial advisors, economists, analysts and tax specialists ensure the right risk and return potential for your financial goals is achieved. We also help you build flexibility and agility into your portfolio by leveraging our Alternative Investment Platform, which includes private credit, real estate and private equity. Our goal is to ensure that we preserve your asset values and guide you through intergenerational transfer.