Coerator Investment Advisors Ltd. (CIAL) is an investment advisory firm, founded in May 2021 by S. Phillip Harrison to provide holistic retirement planning and wealth management services to affluent residents approaching retirement in the Cayman Islands. We aim to become the local go-to financial advisor for guiding persons approaching this milestone to prepare for the financial issues they will face as they transition to retirement.
Fiduciary
Our advisors are required to satisfy regulatory, contractual and common law obligations. We apply a high level of integrity and professional skill, and adhere to the Know Your Client (KYC) principle. We aim to recommend suitable investments and execute only authorized trades. We also aim to avoid potential conflicts of interest. We will exercise our best efforts to act in good faith and in the best interest of each client. Your segregated investment account is held in your name at a reputable independent custodian.
Systematic Approach
With our systematic discovery approach to retirement lifestyle planning, we help you to clarify your retirement vision and determine required financial resources for your desired retirement lifestyle goals.
Our team-based approach leverages external partners’ expertise to achieve your financial and lifestyle goals.
Our Mission
We aim to help clients approaching retirement to consider and plan holistically for their retirement lifestyle goals.
Our Vision
To partner with each client in the development of a sustainable investment strategy designed to meet future needs, wants and wishes. Through our retirement discovery process along with client education, we will develop customized financial plans and goals-based investment strategies to achieve our clients’ retirement lifestyle goals.
Our Core Value
- We engage each client with integrity and insight
- We respect our colleagues and business partners
- We aim to make a reasonable profit for our effort
Our Brand Promise
At CIAL, we believe you deserve to achieve certainty in your financial future. We know future returns are unpredictable, which is why we commit to help you become more confident in achieving your medium and long term financial goals. Let us show you how.
Our Founder
S. Phillip Harrison, Managing Director
CIM®, Acc.Dir.ALIBF
Mr. Harrison, formerly Managing Director of NCB (Cayman) Limited (Private Banking) and NCB Capital Markets (Cayman) Limited (Investment Advisory), has over 34 years of experience in the financial services industry with 14 years of commercial banking experience and 20 years of Private Banking and Wealth Management experience serving high net worth individuals.
He is an alumnus of the London Institute of Banking and Finance, formerly Chartered Institute of Bankers, UK since 1993. He also received the Chartered Investment Manager designation from the Canadian Securities Institute (2014) and is an Accredited Director with the Chartered Governance Institute of Canada.
CIAL is licensed and regulated by the Cayman Islands Monetary Authority.