Intermediaries

Cardea was established in 2011 to provide a better investment alternative for Financial Intermediaries that needed help managing their clients’ wealth. Over the last three years, Cardea has established relationships with Financial Intermediaries in Europe, Middle East, Asia and Africa.

Individual Investors

In 2014, Cardea opened its portfolio management service for individual and institutional clients. Our portfolio management service creates bespoke solutions for, Expatriates, Entrepreneurs, Professional Athletes and Smaller Institutions. Each portfolio is individually managed based on our objective analysis and guidance. The Cardea portfolio management service uses a transparent fee-based approach whereby we are paid by our clients — never by a third party.

We will not accept a commission or bonus from an insurance company, bank or fund company. Our client-focused approach removes all conflict of interest, so that you, our client, are confident that we always put you first.

Our investors have taught us that managing money is much more than just models and spreadsheets. We are committed to helping our clients as we ourselves would want to helped. We believe that our success is intertwined with our clients’ success. Correspondingly, the Cardea fund management team personally invests in Cardea’s solutions.

Please visit Our Services page for more information on how we can assist you.