NCB Financial Group subsidiary, NCB Capital Markets (Cayman) Limited, has announced the appointment of Alessandro Sax as a portfolio manager in the company’s Cayman Islands office boosting the firm’s offshore wealth management offering.
Sax joins NCB with 12 years’ experience in wealth management, gained in Canada and the Cayman Islands, working for top-tier Canadian and international asset managers. He is a CFA charter holder – the gold standard in international investment designations.
He has spent the last three years based in the Cayman Islands working for a Canadian banking institution, where he specialised in discretionary portfolio management and wealth creation for private clients, cash management for large companies, and advising institutional clients on tactical asset allocation.
Phillip Harrison, Managing Director of NCB in Cayman, commented: “Alessandro is a highly experienced CFA who has an excellent track-record working with private clients and their families to help create and preserve wealth.
“For NCB Group’s high net worth clients in Jamaica and elsewhere in the region, we can offer a first-rate offshore investment platform, based in the Caribbean’s leading international finance centre. Alessandro and the team are focused on preserving clients’ wealth over the long-term by only investing in the highest quality investments. We are delighted to bring someone of Alessandro’s calibre to the NCB team and look forward to introducing him to current and future clients in the coming months.”
Sax added: “The opportunity to join a dynamic, regional institution like NCB was too good to pass up. I am looking forward to bringing our chairman, Michael Lee Chin’s, approach to wealth creation to our offshore investment clients. He and I both believe that wealth should be invested in a manner that is aligned with the principles followed by successful wealth creators themselves. When clients come to NCB, they’ll have the unique opportunity to be investing right alongside Michael. We focus on capital preservation over the long term, owning high-quality businesses bought at attractive valuations, while providing complete transparency to our clients.”
He is an active member of the Cayman Islands CFA Society and a regular speaker at finance and investment-related events internationally as well as in the Cayman Islands.