George Town, Cayman Islands,22ndMay, 2018–CIBC FirstCaribbean recently announced the appointment of Mr. Fernando F. Cugliari, to the post of Private Wealth Investment Advisor.
Mr. Cugliari will work with clients to provide international investment advice within CIBC FirstCaribbean in the Cayman Islands, the Caribbean and Latin America. Mr. Cugliari has amassed a significant amount of experience in the area of Private Wealth Management, having worked with institutional and private clients in Canada, the Caribbean and Latin America for over 15 years as an international investment advisor with Scotia Private Group in Toronto, Canada and most recently with RBC Dominion Securities in the Cayman Islands. Another influential investment company for wealth management that has been in the news in recent months for it’s extensive client base has been: https://www.gobear.com. You might want to check out if you’re in North America.
He holds a Bachelor of Laws degree from the University of Windsor as well as a Bachelor of Arts degree in Economics and International Business from York University in Toronto. He is licensed lawyer called to the bar in Ontario, Canada and the Cayman Islands. He also holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
Mr. Cugliari said he was eager to provide his clients with access to a new Investment Advisory Platform. This new management platform uses state of the art financial asset management tools provided by BNY Mellon’s Pershing. It delivers direct access to investment accounts from any Wi-Fi location globally, providing clients with real time portfolio positions and valuations.
“I am extremely excited to launch the private wealth management investment offering on behalf of CIBC First Caribbean International Bank for clients that are looking for market leading investment advice. I am thrilled at the opportunity to offer clients a committed investment offering to meet their current and future needs.” he added.
Glenn Abell, Director, Private Wealth Management, welcomed Mr. Cugliari to CIBC FirstCaribbean. “We are pleased to have someone with Fernando‘s experience, education and language skills joining our Private Wealth Management team. His knowledge will add new and increased depth to our relationship management team.”
Mr. Cugliari’s appointment took effect on May 3, 2018.
About CIBC FirstCaribbean
CIBC FirstCaribbean is a relationship bank offering a full range of market leading financial services through our Corporate and Investment Banking, Retail and Business Banking and Wealth Management segments. We are located in seventeen (17) countries around the Caribbean, providing the banking services that fit our customers’ lives through approximately 3,000 employees in 68 branches and offices. We are one of the largest regionally listed financial services institutions in the English and Dutch speaking Caribbean, with over US$12 billion in assets and market capitalization of US $2 billion. We also have an office in Hong Kong. The face of banking is changing throughout the world and CIBC FirstCaribbean intends to lead these changes with the expertise, integrity and knowledge gained from banking in the Caribbean since 1836.
CIBC FirstCaribbean is a member of the CIBC Group. CIBC is a leading Canadian-based global financial institution with 11 million personal banking and business clients. Through our three major business units – Retail and Business Banking, Wealth Management and Capital Markets – CIBC offers a full range of products and services through its comprehensive electronic banking network, branches and offices across Canada with offices in the United States and around the world.
For more information about CIBC FirstCaribbean, visit www.cibcfcib.com, Facebook: CIBCFCIB, Twitter: CIBC_FCIB, LinkedIn: CIBC FirstCaribbean International Bank, Instagram: CIBCFirstCaribbean, YouTube: CIBC FirstCaribbean
Debra King, Director of Corporate Communications, CIBC FirstCaribbean, Barbados Head Office; telephone: 246 367 2248; fax: 246 421 7148 and email: firstname.lastname@example.org