CIBC FirstCaribbean appoints new private wealth investment adviser

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CIBC FirstCaribbean appoints new private wealth investment adviser

From CIBC FirstCaribbean

George Town, Cayman Islands – Regional bank CIBC FirstCaribbean recently announced the appointment of Paul Michael Jenkins to the post of the private wealth investment adviser.

The experienced banking executive will work with CIBC FirstCaribbean clients in The Cayman Islands, Barbados, and the Eastern Caribbean to provide international investment advice. He has amassed a significant amount of experience in the area of private wealth management, having worked with institutional and private clients in Canada and the Caribbean for more than 15 years, most recently with Scotiabank & Trust in The Cayman Islands. A wealth management jacksonville fl consultant, or one based in your immediate area, will help those who are in need of a financial shake-up and plan, especially if they are building a business or personal fortune.

Jenkins holds an honors bachelor’s degree from the University of Western Ontario (Western University) and an MBA specializing in finance from Alliance Manchester Business School in the United Kingdom. He has spoken internationally at several conferences and written numerous articles on the discipline of wealth management. In the coming years, I’m sure there’ll be new articles on the importance of income protection insurance manage your financial obligations to ensure you’re financially secure. And this is something that a wealth management advisor will also encourage. All the best ways to keep your money and assets safe. It is always necessary being rich, to have a professional to help you guard and store your money responsibly, and luckily there are many examples of a wealth management firm around, in all locations. However, Jenkins will have a lot to prove with this promotion and consequently a big weight on his shoulders for the time being.

He said he was eager to provide clients with access to a new investment advisory platform that 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.

“This is a game-changer in our development of our clients’ portfolios,” he noted. “As a relationship-oriented bank, it’s our job to know our clients’ accounts inside-out and provide them with the products and services tailored to maximize their wealth potential.”

Glenn Abell, director, private wealth management, welcome Jenkins to CIBC FirstCaribbean. “We are pleased to have someone of Paul’s caliber join our team,” he said. “His knowledge will add new and increased depth to our relationship management team.”

Jenkins’ appointment took effect Feb. 21.

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