Caledonian Global Financial Services has said that it plans to invest in its wealth management division to grow its Caribbean market.
As part of the expansion plan, the firm is planning to double its size by 2016 and also hired additional team members from local competitors.
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Kobi Dorenbush, CEO of Caledonian Global Financial, said: "We are seeking to become a dominant player in the Caribbean wealth management market, with our focus on cutting edge technology and a sophisticated understanding of our clients’ needs." said CEO.
Nancy Euvrard, investment manager of Caledonian, said: "Having now consolidated our recently acquired discretionary investment management business, Caledonian Asset Management, under the Caledonian umbrella – it is an exciting time to be able to offer fully customized and managed portfolios to our existing and prospective clients."
Managing approximately $20bn in assets, Caledonian offers products and services to clients including corporations, financial institutions, alternative investment funds and HNWI’s.
Source: PRWEB
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