Asset Management

Morgan and Drake offer both Advisory and Discretionary Asset Management. We start by getting an understanding of and analyzing your needs.

  • Your assets and liabilities
  • Your family situation
  • Your risk appetite
  • The investment horizon
  • Your Income requirements
  • Potential structure for tax and inheritance optimization

Then, working with you we define the investment guidelines.

Our investment committee which is comprised of experienced asset managers with diverse backgrounds and extensive experience, determine the overall investment process that uses a disciplined multi step approach.

Our investment strategies can be Conservative, balanced or aggressive or a combination depending on your wishes.

You may be as active or passive as you wish with your portfolio. You will be actively involved in the regular discussion about portfolio changes and you also have the possibility, through an advisory mandate, to transmit your own orders to our staff, which we will immediately execute with our depository banks.

Asset Classes

We manage:

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  • Equities
  • Bonds
  • Currencies
  • Commodities
  • Precious metals

We offer:

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  • Direct Investment
  • Structured products
  • Funds risk management
  • Hedging strategies

Banking

Clients open an account at one of our custodian banks of his choice. There is also the possibility for us to asset manage funds in a client’s existing account at another bank. The bank account will always be in the client’s name or in that of his structure, not in the name of Morgan and Drake.

The client signs a tripartite Limited power of attorney which allows Morgan and Drake to trade assets on the client’s account but not withdraw assets. The client will also sign with ‘Morgan and Drake’ an asset management agreement where risk profile and risk guidelines are clearly defined.

Custodian Banks

Ansbacher (Bahamas) Ltd

Founded in 1957, Ansbacher (Bahamas) Limited (“ABL”) is the oldest and one of the most respected private banks and trust companies in The Bahamas.

ABL is an independent international financial services company with over USD $9 billion in assets under Administration, and is regulated by the Central Bank of The Bahamas and the Securities Commission of The Bahamas.

Ansbacher are The Bahamas’ oldest and one of the most respected banks and trust companies with a proven record of delivering personalized service tailored to unique long-term fiduciary, private banking and brokerage execution solutions that build wealth and promote asset protection for generations

www.ansbacher.bs

Julius Bar (Monaco)

Our sole priority is the satisfaction of our clients. This is the basis on which we have been measuring ourselves every day for more than 120 years. The rich Swiss heritage becomes manifest in the values for which Julius Baer stands, e.g. trustworthiness, accountability, discretion and expertise. However, at the same time Julius Baer is a modern, forward-looking company at the leading edge of a genuine growth industry. We look forward to getting to know you personally.

www.juliusbaer.com

Other Services

As circumstances differ for almost all individuals, Morgan and Drake offer a bespoke service for every client.

Our team will advise on the most efficient structure for you based around your country of citizenship or residence, your investment goals, and your taxation position.

As well as straight forward asset management, we can using our in house legal team:

  • Advise on, and form Bahamian and other company structures
  • Advise on and form trusts, funds and other specialized investment products
  • Advise on Bahamian residency
  • Advise on real estate purchases

We retain the top law firms in the Bahamas who can also offer ‘independent’ advice on your plans, and we are also able to obtain anonymous professional opinions on the legal implications in your country of citizenship or residence, of any plans you may wish to implement in the Bahamas