Experience. Innovation. Unparalleled Access.
The Company
Aquamarine Financial (Cayman) Ltd. (“Aquamarine”) is registered with the Cayman Islands Monetary Authority under section 5(4) and Schedule 4 of the Securities Investment Business Act (Revised). This regulatory framework defines the scope of Aquamarine’s activity and establishes the structure through which the firm engages with global markets on behalf of its clients.
Aquamarine serves high-net-worth individuals and families who seek organized access to international investment opportunities. The firm provides asset-management, investment-advisory, and financial-consulting services built around a clear understanding of each client’s circumstances, objectives, and long-term priorities.
The management team brings years of involvement in European and Latin American markets, with experience across sovereign debt, financial institutions, energy, and real estate. This background supports the firm’s work in identifying market dynamics, evaluating issuers, and managing exposure across diverse instruments.
Aquamarine works exclusively with Qualified Investors
To support clients in meeting their financial goals, the firm offers structured processes, research capabilities, and direct access to investment opportunities sourced through established networks and ongoing market coverage.
Financial and Investment Services
Aquamarine manages mutual funds designed to capture distinct opportunities that arise when assets trade below intrinsic value. The investment process focuses on locating these situations, assessing the underlying fundamentals, and determining the appropriate risk posture.
The target is to achieve double-digit annual returns net of fees, reflecting the firm’s focus on disciplined selection and portfolio construction.
Investment Funds
The firm develops and manages tax-efficient portfolios built to support long-term asset growth and capital preservation. Each portfolio reflects the client’s financial profile, liquidity needs, and investment horizon.
Aquamarine monitors holdings on an ongoing basis, evaluates market shifts, and adjusts positioning when necessary to maintain alignment with the client’s strategy.
Asset Management
Private Equity Deals and Real Estate
Aquamarine provides access to private-equity and real-estate investments that are sourced through the firm’s networks and ongoing engagement with market participants.
Opportunities are reviewed through a structured assessment that examines fundamentals, value drivers, capital needs, and potential exit paths. Clients receive exposure to transactions that complement their broader portfolio strategy.
Aquamarine builds financial plans based on a detailed understanding of each client’s goals, constraints, and future requirements. Advisors analyze current assets, income needs, and long-term objectives, then structure plans that guide decision-making and inform portfolio construction.
This process supports clients in maintaining clarity and direction across market cycles.
Financial Advisory
Investment Approach
Aquamarine seeks to generate income and capital appreciation through a mix of fixed-income securities, equity assets, and real estate. The firm focuses on opportunities in Europe and Latin America, where its team has extensive experience and sourcing channels.
Risk factors are examined for each investment and monitored throughout the holding period. Aquamarine’s advisors apply a systematic approach to identifying undervalued assets across multiple categories. Over time, the firm has developed proprietary sourcing and servicing channels that support idea generation, due-diligence processes, and ongoing monitoring. The firm intends to continue expanding these channels to strengthen access to opportunities that align with its investment framework.