Floreat announces latest offering based in the Cayman Islands

As part of the ongoing commitment to clients and strategic growth plans, we announce the launch of our latest offering in the Cayman Islands: Floreat Wealth Management (Cayman) Limited.

Based in Camana Bay, the Cayman offering builds upon the natural evolution of the firm and is an excellent opportunity for Floreat to bring its extensive services to ultra-high net worth individuals and families in this new region of demand.


In the changing landscape of wealth management, we believe it is key that businesses are global and can deliver the high standard of specialised services that ultra-high net worth clients demand.

Mutaz Otaibi, CEO

Working closely with our London headquarters, the Cayman office can harness the wealth of expertise and knowledge the wider Group holds, and leverage from the deep and long-standing relationships Floreat has established over time, giving clients access to a range of private market opportunities and services, including:

  • 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.
  • 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.
  • Personal services: A discrete and tailored service to support families in managing their business and private lives.

With a proven track record, Clive and Billy are well-placed to kickstart the next level of Floreat’s growth.

Mutaz Otaibi, CEO

The Cayman office is led by Clive Thomas, Head of Floreat Cayman, with Billy Harty, Managing Director, Investments, leading the investment team; both having long served in this industry.  Clive and Billy are joined by latest recruit, Matt Ellis, Investment Manager. 

Clive returns to Floreat after spending four years as a Partner at legal and professional services firm Walkers Global, where he focused 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.

Billy brings a wide range of experience and is a trusted adviser to help high net worth and ultra-high net worth clients achieve their financial needs and objectives. He joined from Cayman Islands-based RBC Dominion Securities, where he worked as an investment adviser.

Matt is the team’s latest recruit; responsible for monitoring client portfolio allocations and leading the Cayman-based firm's private and alternative market investment program. He previously worked for a large single-family office in the Cayman Islands, where he acted in both an equity research and trading capacity.

The Cayman Islands represents an excellent opportunity for Floreat to bring its extensive services to a new pool of select clients. Through our experienced investment team and our personal private client services, we will be able to build on the excellent reputation Floreat Group has in a historically underserved region.

Clive Thomas, Head of Floreat Cayman

For more information visit Floreat Wealth Management (Cayman) Limited