Caledonian Expanding Wealth Management Division in the Caribbean

Caledonian Global Financial Services is pleased to announce its plans to invest in its wealth management division to grow its Caribbean market. These plans have lead to negotiations to add additional team members from local competitors, the group had projected to double in size by 2016. 

Image Source: caledonian.com

“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 Kobi Dorenbush.

Image Source: worldfinance.com

“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. Working with Caledonian Securities gives us access to the global markets, efficient service and comprehensive reporting.” said Investment Manager Nancy Euvrard.

Image Source: caledonianglobalfinancialservices.wordpress.com

Caledonian, a privately held financial services company based in the Cayman Islands for over 43 years, currently manages approximately $20 billion in assets. Caledonian’s clients include corporations, financial institutions, alternative investment funds and high net worth individuals. Caledonian offers a broad range of products and services, furthering their ability to deliver superior solutions to clients.

For more information on Caledonian Global Financial Services Inc. visit www.caledonian.com