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Investing with independent spirit
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Welcome to Floreat Cayman Islands

We serve a select number of ultra-high net worth individuals and families, providing tailored investment and private office services. 

We understand the distinct complexities of building and managing wealth. We work with you to identify the most suitable solutions for your needs, shaping a unique strategy to address your objectives. 

We look to manage and protect assets and build a long-term relationship, while maintaining confidentiality. Our custom service means we remain dedicated to serving only a very select number of clients. 

Clients can access a comprehensive range of services

  1. Private office services: We can tailor a full private office, set up to support family governance, legal affairs, succession planning, next generation and mentoring, estate management, reputation management, and philanthropy
  2. Investment advisory services: Reviewing and managing existing structures, strategic asset allocation, wealth planning , portfolio construction and oversight. Providing direct access to institutional-quality investments, including alternative private assets, real estate and listed equities.
  3. Personal services: A discrete and tailored service to support families in managing their business and private lives.

We are a team of qualified professionals backed by the capabilities of the wider Floreat Group, headquartered in Mayfair London.

Benefits of partnering with Floreat

Our own experience gives us a unique understanding of the diverse and often complex needs of ultra-high net worth individuals and families; we offer investment expertise across asset classes, regions and strategies.

We are a family owned and privately held group, and we therefore understand the particularities of other principals – and how solutions can be used to address their challenges. 

We benefit from the expertise of a wider network of service partners and our clients can access and leverage the deep relationships we have built over time.

Key contact

Should you wish to find out more, please contact:

Clive Thomas

Head of Floreat Cayman

Clive heads up the Floreat Cayman office, and brings a wealth of experience and expertise.  

After qualifying as a solicitor, Clive worked at Mishcon de Reya in London. Following a number of years in the corporate department, he joined (what would become) a very successful start-up as General Counsel. 

In 2014, he joined Floreat to assist in establishing its asset management business. In 2017, Clive was a Partner at Walkers law firm in the Cayman Islands, focusing on transactions, fund formation, and downstream corporate transactions; including client investments into funds and private-equity opportunities. He provided advice primarily to ultra-high net worth families and individuals, single and multi-family offices, trustees and private banks. 

He has three separate degrees in Commerce, Business Administration and Law from the University of Pietermaritzburg in South Africa.

Matt Ellis

Investment Manager

Matt Ellis is an Investment Manager at Floreat, responsible for monitoring client portfolio allocations and leading Floreat Cayman’s private and alternative market investment program. Matt joined the firm from a large single-family office in the Cayman Islands, where he acted in both an equity research and trading capacity.

Prior to this, he worked closely on portfolio management and total wealth planning with high-net-worth and corporate clients at Scotia Wealth Management in Canada, the Caribbean, and Latin America - which has supplied him with valuable multi-jurisdictional experience.

He holds an Honours HBA Degree from the Ivey Business School and is both a CFP professional and CFA Charterholder.

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