Financial · Trading · Technology

A Legacy Built On Innovation.

Through our unique approach, we have successfully assisted numerous clients in raising capital through both debt and equity offerings — powering growth for individuals, governments and institutions across Belize and beyond.

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Legacy Fund Limited — Belmopan, Belize — Est. 2011 · Belmopan Building Belize's capital market

Established: 2011
Capital Raised: $26.5M+
Bond Programmes: 2
Practice Areas: 3

Latest Research

Belize Investment Market Return Report 2023 — 3rd Quarter

Published 22 September 2023 · Prepared by the Legacy research team.

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Since 2011

First-class business, first-class way

Who We Are

Built on enduring relationships, partnership and transformation.

Our firm stands strong on a foundation of enduring client relationships, professional partnerships and transformative financial services solutions. Since our founding in 2011, we have consistently delivered first-class business in a first-class way.

Advisory, capital origination and trading under one roof
Serving individuals, governments and institutions
A flat organisation where the best ideas win

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Our Professional Services

Excellence in advisory, capital origination and trading.

We excel in the realms of advisory services, capital origination, and trading. We cater to individuals, governments, and institutions — unwaveringly committed to upholding excellence and guided by our core values in all our endeavours.

Advisory Services

Strategic counsel on structure, valuation and execution — from first meeting to successful close.

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Capital Origination

Debt and equity offerings designed to raise capital and transform municipal revenue into liquid assets.

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Trading & Markets

Market access and execution expertise built on Belize's emerging capital market infrastructure.

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Tech Innovation

Digital infrastructure and trading technology that redefine industry standards in Belize.

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Notable Transactions

Capital is only the first step.

Investment alone only gets you so far. Legacy partners with experienced professionals to realise the full potential of your goals — here are a few notable examples of what we've accomplished.

Closed · December 2012

Belize City Infrastructural Municipal Bond

Amount Raised: $20,000,000.00
Initiated: 2012
Role: Principal Financial Advisor

Proceeds aided the retirement of the Council's overdraft facility at ScotiaBank (now Belize Bank) Limited, and funded the construction and repair of streets and drains throughout Belize City.

Belize City Municipal Bond prospectus tombstone

Closed · April 2017

Belmopan City Council 2016 Series I Municipal Bonds

Amount Raised: $6,500,000.00
Initiated: 2017
Role: Structuring & Distribution

Proceeds funded (i) enhancement of streets and drains; (ii) retirement of Holy Redeemer Credit Union term facility; (iii) purchase of machinery and equipment; and (iv) costs of structuring, sale and delivery.