WE ARE DORR ASSET MANAGEMENT
A boutique asset management firm based in Grand Cayman. We excel at navigating clients through today’s complex regulatory environment and global investment landscape. We focus deeply on privacy and wealth preservation in a world of increasing transparency and taxation. Our services include Global Macro Investing, International Estate Planning, and Impact Investing Strategies. Our clients are global financial institutions, family offices, and high net worth individuals with international financial affairs. Our philosophy is that results and execution are always the make or break difference for success. We believe in being efficient.
HOW WE WORK WITH YOU
Our promise to you is that we are focused on making you money through combining estate planning and macro investing strategies.
By using creativity to find opportunities in investing and estate planning that other firms often cannot see or execute.
Most wealth management firms make products to sell clients rather than profits for those clients. We serve you with zero conflicts of interest.
We operate like hedge fund managers with a single style focus of global macro and everything we’ve do is by careful design.
VISION IS THE ART OF SEEING WHAT IS INVISIBLE TO OTHERS
Our founders are unique for having global macro investment expertise while simultaneously being leaders in cutting-edge international estate planning.
We follow a top-down analytical approach to understand today’s complex investment landscape across multiple asset classes.
We excel at solving complex problems and our firm has built its reputation among discerning families for creating proprietary solutions to maintain privacy and maximize global tax efficiency.
WE DO IT DIFFERENTLY:
WE GOT STYLE
We do not believe in allocating money to other investment managers. Most MFOs have little investing talent on staff and if they do, they focus on long-only investment strategies. We practice one style: Global Macro. Our belief is that GM is the most creative opportunistic strategy and that liquid investments present far more opportunity and better risk control than any other method
There is no Planet B. We care about our planet and its future. Climate change, Impact Investing, Sustainable Investing, Socially Responsible Asset Management, whatever we want to call it – is Global Macro. What is more global than healing our planet?
THEY ZIG, WE ZAG
In Estate Planning our unusual background from insurance and capital markets plus thinking broadly and globally allows us to create structures that are much better than anything else on the market. We are planning to stay this way
WE DRIVE CHANGE
We want to positively influence key decision makers anywhere they give us the opportunity. Whether that’s a food executive whose family is our client and he is thinking about the bold leap to switch the company to organic foods or a government that wants to improve the economy of their country in sustainable and innovative ways, we want to help make the change happen.
MEET OUR TEAM
Our diverse team is driven by our expertise in cross-border tax and privacy issues, particularly surrounding FATCA and CRS compliance. Our investment approach is very different from other MFO’s because we do not behave as asset allocators. We operate like hedge fund managers with a single style focus of global macro. Everything we do is by careful design
David has 20 years of experience working at the crossroads of insurance and capital markets. He is considered an expert in cross-border structuring and capital flows. David helps clients understand global trends and how to navigate them.
Brian is considered a pioneer in offshore insurance and investment vehicle structuring. He was the co-founder of the first electronic trading platform for life insurance. Brian brings his unique experience to the table to solve clients most complex problems
Camilo is an experienced professional in international insurance and also a licensed attorney in Colombia. With over two decades of financial and legal experience, he brings extensive expertise to the firm and its clients.
Fabian has an extensive background in finance and commercial real estate. As a tri-lingual entrepreneur from Belgium Fabian is recognized as one of the most knowledgeable international real estate experts in Miami. Fabian also holds the CCIM designation
Chief of Staff
Anna has more than 10 years of experience in the administration and management of new companies and emerging businesses. She earned a BA in International Relations and a Master’s in International Business from Florida International University.