Executive Leadership of CIBC FirstCaribbean at the Bank’s Private Wealth Management Launch at the Lyford Cay Yacht Club. L-R: Brent Haines, Centre Manager CIBC Private Wealth Management; Carmen Butler, Managing Director CIBC Trust (Bahamas) Ltd; Marie Rodland-Allen, Managing Director CIBC FirstCaribbean (Bahamas) Ltd; Dan Wright, Managing Director CIBC Private Wealth Management; Mark St. Hill, Managing Director of Retail and Business Banking, CIBC FirstCaribbean.
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Nassau, The Bahamas – CIBC FirstCaribbean Private
Wealth Management has further personalized client services in The
Bahamas by opening an office in Nassau at the Goodman’s Bay Corporate
Centre which already houses the bank’s Bahamas-based Trust Company. The
West Bay Street office is the second one to open regionally.
A
cocktail reception at Lyford Cay marked the occasion on January 28th,
hosted by Marie Rodland-Allen, Managing Director for CIBC FirstCaribbean
(Bahamas) Limited and Daniel Wright, Managing Director, CIBC
FirstCaribbean Private Wealth Management. It was attended by clients
and members of the public and private sectors, including The Hon.
Michael Halkitis, Minister of State for Finance and Christina Rolle,
Executive Director Securities Commission. Dan Wright introduced the
Private Wealth Management team, and talked briefly about the specialized
services.
“Our team provides clients with customised
solutions in five key areas of wealth management – investment planning
and asset management; credit planning and management; wealth protection
and structuring; cash management; and business planning. We understand
that our clients’ lifestyles, finances and investments are complex which
dictate a higher level of service and professional attention than most.
Our team here at CIBC FirstCaribbean has the skills and means, by
which to give them the assistance they deserve.”
Mr.
Wright continued. “We will combine the new private wealth offering with
the existing strength of the Trust company here in Nassau. We will
build on our regional reputation and long standing presence and track
record to grow the business. This, coupled with the strong, established
backing of the CIBC name, guarantees that we are more than capable of
meeting the complex financial requirements of our clients with
professional, sophisticated attention and sound wealth management
expertise. We recognise the need and usefulness of having a more
personalized service in The Bahamas where we can meet our clients to
suit their time either in or out of the office.”
An Emanji aerial silk dancer performs at the CIBC Private Wealth Management Launch.
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