Cardea is a cross border wealth advisory, asset and investment management firm. Combining innovative tools and deep domain expertise, we’re empowering families and advisors to make better informed decisions that impact multi-generational wealth.

We serve institutions, high-net-worth individuals, and families — including, but not limited to, socially responsible investing, institutional grade investment opportunities and private office services that enable 360 degree NexGen Asset Management.

We understand that difference is something everyone has in common. You have your own story, ambitions and dreams. That’s why our approach is forever fluid and adaptable. We are deliberately flexible, but rooted in rigour and discipline – we assist in every way along your journey.

That’s the Cardea difference.


What We Offer

Over the years, strategic growth both organically and through acquisitions have enabled both Cardea’s wealth advisors and management team to provide the best possible service to our clients. We see huge value in cross border investment guidance, elite sector expertise and clear synergies in our strategy for the families we support to benefit. The experienced group of Cardea experts ensure the clients gain optimal exposures and make the assets work harder.

We never lose sight of our fiduciary responsibility, ensuring our core values of integrity and transparency remain at the heart of what we do. It’s why our clients trust us.

Cardea uses innovative technology tools, whether powered by smart contracts, business logic language, research and analytics using artificial intelligence, machine learning for big data or enterprise blockchain software systems, all of the  architecture we use is hyper secure from a cyber threat standpoint.

  • Custom Reporting

    Custom Reporting

  • AI Tools and Investment Models

    AI Tools and Investment Models

  • Operational Risk Management

    Operational Risk Management

  • White-labeled Client Presentations

    White-labeled Client Presentations

  • Billing and Portfolio Management

    Billing and Portfolio Management

  • Digital Asset Lifecycle Management

    Digital Asset Lifecycle Management

  • Practice Management

    Practice Management

  • Full Range of Sales and Service Support

    Full Range of Sales and Service Support