Wealth Management

The Bahamas stands as a global leader in wealth and asset management, offering an exceptional range of financial solutions for individuals, families, and institutions.

The Bahamas is home to over 250 licensed banks and trust companies from 25+ countries, managing assets of around $127–$145 billion. The sector spans international banks, domestic commercial banks, and specialized private wealth institutions—creating a dynamic, innovative financial ecosystem. Banking and financial services contribute about 15% of national GDP, second only to tourism, and drive growth in related industries. The Bahamas’ robust regulatory framework and business-friendly environment continue to attract both global powerhouses and boutique firms, cementing its status as the Caribbean’s premier financial center and a trusted safe harbour for global wealth.

A World-Class Financial Ecosystem: Clients benefit from a diverse network of over 270 licensed banks and trust companies—including seven of the world’s top eight private banks and 35 of the top 100 global banks—anchoring The Bahamas as a premier international financial center. With a legacy of excellence spanning more than a century, The Bahamas attracts leading North American, European, and Swiss financial institutions, while also welcoming dynamic entrants from emerging markets. This global mix ensures clients have access to world-class expertise and innovative strategies.
Investment Management on a Global Scale: Investment management in The Bahamas rivals that of New York, London, or Hong Kong. The jurisdiction is home to over 120 broker dealers and investment advisory firms, and more than 60 fund administrators supporting a robust funds sector—boasting over 700 licensed funds and assets under management exceeding $200 billion.
Responsive Regulation & Insurance Solutions: The Bahamas’ modern, responsive regulatory framework empowers the insurance industry to deliver asset protection, tax efficiency, and investment flexibility—key pillars of successful international wealth management.
Family Office Excellence: For families seeking tailored solutions, The Bahamas is a preferred destination for establishing family offices. Here, wealth preservation, succession planning, and philanthropy are supported by expert advisors and a business-friendly environment.