Monday May 25, 2020

Wealth Management Solutions

 
Alessandro Sax NCB Cayman 

Alessandro Sax, CFA

Alessandro joined NCB with 12 years’ experience in wealth management, gained in Canada and the Cayman Islands, working for top-tier international and Canadian asset managers. He is a CFA charter holder, the gold standard in international investment designations, and he specialises in cash management for large companies, advising institutional clients on discretionary portfolio management and wealth creation for private clients.

Alessandro is also accustomed to working with lawyers and trustees to ensure their clients’ wealth, which is often held in Cayman structures, is preserved over the long-term by only investing in the highest quality investments.

Like NCB’s Chairman, Michael Lee Chin, Alessandro believes that wealth should be invested in a manner that is aligned with the principles followed by successful wealth creators themselves. He is focused on capital preservation over the long term, capital growth at a sensible rate and complete transparency.
Alessandro is an active member of the Cayman Islands CFA Society and a regular speaker at finance and investment-related events in the Cayman Islands.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (345) 325-2001

 


Whether you are planning for retirement, or seeking to provide for your family for generations, NCB (Cayman) Limited can help guide you through this often complex process. We understand the issues that may arise and take a complete approach to serving you, looking at your business, personal and family circumstances to develop a clear strategy to find the right solution for your goals.

We do not believe in a one size fits all approach, and only when we fully understand your aspirations will we propose a solution. We take care in preparing and presenting your plan so that you will feel comfortable knowing that the proposal is appropriate for you.

Our Offerings

  • Trust Formation & Administration
  • Trustee Services
  • Corporate Formation & Administration
  • Nominee Services
  • Director Services
  • Secretarial Services
  • Accounting Services